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Showing 691 - 700 of 4095 results for "Financial planning"

Zurich adds to leadership team

JAMIE WILLIAMSON  |  WEDNESDAY, 18 NOV 2020
... and head of Zurich Propositions, he held a range of roles over his 11 years with ANZ including head of ANZ Financial Planning. Meanwhile, Allianz Retire+ executive Jacqui Lennon will join the insurer in the New Year as head of customer and digital. She ...

Praemium improves on-boarding

KARREN VERGARA  |  WEDNESDAY, 18 NOV 2020
... platform is helping financial advisers on-board clients more efficiently. Praemium's integration with Iress' financial planning software Xplan enables advisers to initiate new applications more seamlessly. The new functionality means the double entry ...

Advice firms need technology to survive: FPA

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
The use of technology will be crucial to the sustainability of advice firms, new research shows. The Financial Planning Association's (FPA) recent survey undertaken by CoreData found that just over half of financial advisers surveyed (50.7%) believe ...

FPA announces new specialist designation

ELIZA BAVIN  |  THURSDAY, 12 NOV 2020
The Financial Planning Association of Australia (FPA) has launched the FPA Aged Care Specialist professional designation. The FPA said it is committed to providing its members, and wider profession, with the skills and resources to meet the needs of ...

Fiducian looks to gain from change

ELIZA BAVIN  |  THURSDAY, 12 NOV 2020
... said, despite this, it is aiming to grow funds under advice organically and through strategic acquisitions of financial planning businesses. It said regulation and change in industry dynamics may lead to enhanced opportunities to acquire new businesses. ...

Gwen Fletcher Award winner named

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
The Financial Planning Association of Australia (FPA) has announced the winner of its prestigious biannual Gwen Fletcher Memorial Award. Jacob McCudden from Back to Back Financial Planners, an advice business based in the regional town of Young in New ...

CountPlus adds former MLC practice

KARREN VERGARA  |  WEDNESDAY, 11 NOV 2020
... to enable us to better deliver quality advice to clients," he said. O'Toole is a former director of the Financial Planning Association of Australia and founding chair of Godfrey Pembroke's advisory board. Yesterday, CountPlus announced it sold ...

Three advisers banned for non-financial crimes

ELIZABETH MCARTHUR  |  FRIDAY, 6 NOV 2020
... indefinite period, and will be on the sex offenders register for life. Cochran's firm was called Celebrity Financial Planning and he claimed to have celebrity clients, including ex-Atomic Kitten star Kerry Katona. UK publication Express & Star reported ...

FASEA urged to clarify in-house product conflicts

ELIZABETH MCARTHUR  |  THURSDAY, 5 NOV 2020
... by a disinterested person - without any reference to the specific recommendations made to each client." The Financial Planning Association of Australia (FPA), in its submission, agreed that standard three has some issues. "The FPA remains concerned that ...

AMP extends life insurance APL

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 NOV 2020
... are the two new additions. And, for the first time, the APL will be consistent across all AMP licensees; AMP Financial Planning, Hillross and Charter will now have the same APL. "Our advice research team undertook a rigorous industry review and tender ...