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Showing 711 - 720 of 2303 results for "Financial Planner"

Planners continue insurer switches

DARREN SNYDER  |  TUESDAY, 25 AUG 2015
One in five financial planners is in the market for new insurers according to the latest data from wealth management researcher Investment Trends. The Investment Trends' 2015 Planner Risk Report also found that planners are likely to continue their ...

Westpac insurance adviser gets permanent ban

LAURA MILLAN  |  THURSDAY, 13 AUG 2015
A Westpac financial planner has been permanently banned for submitting false insurance policy proposals to the bank to obtain benefits for himself. Victoria-based adviser Martin Hodgetts submitted nine false insurance policies between May and September ...

Fiducian acquires second Sydney practice

LAURA MILLAN  |  THURSDAY, 13 AUG 2015
Fiducian Group has acquired a Sydney-based financial planning business, its second acquisition in one month. Fiducian paid $2.4 million in cash and shares and the financial planners will relocate into the group's premises. The acquisition brings an ...

Macquarie advisers defect to start independent firm

LAURA MILLAN  |  WEDNESDAY, 12 AUG 2015
Four senior executives and financial planners from Macquarie Private Wealth (MPW) have left the group to start their own non-aligned boutique advice firm. Jeffrey Wrightson, Stephen Thaxter, Chris Forrest and Nina Kazmierczak have set up Sovereign Wealth ...

FIIG launches fixed income MDA service

DARREN SNYDER  |  WEDNESDAY, 5 AUG 2015
FIIG Securities has appointed former head of fixed income at Dixon Advisory Funds Management, Alwyn Hung, to lead a new managed accounts service for bonds. Hung joins FIIG as the senior portfolio manager of cash and fixed income for the Managed Income ...

FPA awards open to submissions

ALEX BURKE  |  MONDAY, 3 AUG 2015
... Planning Association of Australia (FPA) has opened its 2015 awards to submissions. In addition to the FPA Certified Financial Planner Professional of the Year, FPA Financial Planner AFP of the Year, and Future2 Community Service awards, this year the ...

Pay rises better at non-aligned firms

MARK SMITH  |  THURSDAY, 30 JUL 2015
Advisers at independent firms received better pay rises in the last financial year than those at institutionally aligned groups, according to the latest remuneration survey from industry consultancy The Dawson Partnership. While salaried financial planners ...

ANZ addressing women's financial futures

DARREN SNYDER  |  WEDNESDAY, 29 JUL 2015
ANZ has launched a range of new measures aiming to address gender equality in the workplace, recognising there is more to be done in addressing the issue. From today ANZ will make annual top-up superannuation payments of $500 to permanent and fixed-term ...

Industry giants ramp up adviser ethics training

LAURA MILLAN  |  TUESDAY, 28 JUL 2015
Financial planners from Australia's top financial institutions will receive ethics and moral psychology training, following major scandals in their advice divisions. AMP, Macquarie Bank, ANZ, Commonwealth Bank and BT Financial Group have developed and ...

SMSF Association launches accreditation

LAURA MILLAN  |  FRIDAY, 24 JUL 2015
The SMSF Association has launched an accreditation program for financial services workers willing to know the basics of self-managed super funds (SMSFs). The SMSF Practitioner (SSP) program is a practical, foundation-based SMSF designation aimed at ...