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Showing 691 - 700 of 2303 results for "Financial Planner"

Government to lift advice standards by law

LAURA MILLAN  |  TUESDAY, 20 OCT 2015
... relevant bans, disqualifications or code breaches applicable to that individual. The terms 'financial adviser' and 'financial planner' will be restricted to those listed on the register. The term 'general advice' will be scrapped and the government will ...

SSFS rebrands, launches digital advice

ALEX BURKE  |  FRIDAY, 16 OCT 2015
... financial planners attain membership with the Financial Planning Association of Australia and receive Certified Financial Planner designation. "StatePlus is front and centre in the mission to improve standards in our industry and make financial planning ...

Use of bank-aligned advisers in decline

LAURA MILLAN  |  WEDNESDAY, 14 OCT 2015
Consumer demand to deal with banks through their aligned financial planners is going down and it is being replaced by the internet. The latest Roy Morgan's Single Source surveyed over 50,000 people and found that the number of bank clients using their ...

FPA helps advisers with life insurance

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
The Financial Planning Association of Australia (FPA) has launched a guide helping its members identify and address common omissions and errors in providing life insurance advice. The FPA's comprehensive Life Insurance Advice guide had input from members ...

UBS releases mFund basket

ALEX BURKE  |  TUESDAY, 13 OCT 2015
UBS Asset Management has added a suite of funds to the ASX's mFund settlement service. Eleven UBS funds are now available through mFund. These are: the UBS Australian Small Companies Fund, UBS Microcap Fund, UBS HALO Australian Share Fund, UBS Australian ...

Australian Catholic Super launches retirement income product

STAFF WRITER  |  THURSDAY, 8 OCT 2015
Australian Catholic Superannuation and Retirement Fund has launched RetireSmart, a new account-based pension product. RetireSmart is an automated retirement income solution based on the "bucket" strategy used by financial planners. Australian Catholic ...

CBA publicly welcomes former staff bans

MARK SMITH  |  THURSDAY, 8 OCT 2015
The Commonwealth Bank has publicly welcomed the Australian Securities and Investment Commission's (ASIC) decision to ban former CFPL financial planners, Sharnie Kent and Stuart Jamieson. In a press release issued by the bank it said it reported concerns ...

Endeavour joins new OneVue platform

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
Endeavour Securities has white-labelled OneVue's new LUMINOUS platform. Endeavour, which is owned by the Linchpin Capital Group, will use the platform to support its superannuation fund and investor directed portfolio services. "OneVue is pleased to ...

Adviser Ratings reaches 4,000 planners

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
Consumer-driven adviser review website Adviser Ratings has attracted 4,000 planners to manage and maintain their profiles. Adviser Ratings contains a register of 20,000 financial planners, but advisers can elect to "populate their profiles on Adviser ...

Lonsec launches investment solutions division

MARK SMITH  |  TUESDAY, 6 OCT 2015
Lonsec Fiscal has launched a new business division, Lonsec Investment Solutions, which will be led by Lukasz de Pourbaix in the chief investment officer role. The new division will be responsible for building model portfolios for advisers. It has been ...