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Showing 7861 - 7870 of 18273 results for "Plan"

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 ...

Berkeley scientist develops game for advice clients

MARK SMITH  |  THURSDAY, 13 AUG 2015
Capital Preferences has designed a new tool to help financial advisers better understand their clients' and, in turn, help them make better investment decisions, with the help of a scientist from the University of California, Berkeley. The financial ...

CBA profit tops $9 billion

DARREN SNYDER  |  WEDNESDAY, 12 AUG 2015
Commonwealth Bank recorded a $9.1 billion cash profit in the last financial year with its wealth management arm the only division to see a profit drop. The bank's total cash profit was a 5.3% increase on the previous year yet its wealth management profits ...

Findex appoints former ANZ exec

ALEX BURKE  |  WEDNESDAY, 12 AUG 2015
Findex has appointed a new global head of business development. Peter Gardiner joins the advice group from ANZ, where he was head of origination, corporate bank. Commenting on the appointment, Findex chief executive Spiro Paule said, "Peter has deep ...

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 ...

Regulation is not the only answer: Herbert Smith Freehills

LAURA MILLAN  |  WEDNESDAY, 12 AUG 2015
The word governance only appears nine times in the Wallace report, but 48 times in the Murray report, and many more times than that in the Cooper report. "Everything gets blamed on poor governance," Herbert Smith Freehills and university lecturer Scott ...

Centrepoint in talks to build ex-insto advice network

ALEX BURKE  |  TUESDAY, 11 AUG 2015
More advice practices are looking to depart institutionally-aligned dealer groups and join independent licensees, according to Centrepoint Alliance. As Centrepoint managing director John de Zwart put it in a statement, "The days of adviser practices ...

Crowe Horwath progressing growth ambitions

MARK SMITH  |  TUESDAY, 11 AUG 2015
Six months on from the merger with Findex, Crowe Horwath is looking to broaden its financial advice offering by offering a full-service model to family offices. The merger significantly increases the scale of the accounting, audit, tax and financial ...

Australians seeing Centrelink as "life insurance substitute"

ALEX BURKE  |  MONDAY, 10 AUG 2015
Too many Australians don't understand the purpose of life insurance and see the National Disability Insurance Scheme and Centrelink as effective substitutes, suggests research commissioned by Zurich and the Financial Planning Association of Australia ...