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Showing 8271 - 8280 of 18275 results for "Plan"

AMP practice to pay $10,200 penalty

LAURA MILLAN  |  THURSDAY, 12 MAR 2015
A financial planning practice licensed under AMP-owned Charter Financial Planning has been fined with $10,200 for misleading advertising. Victoria-based Australian Financial Planning Solutions (AFPS) has been hit with $10,200 in penalties after the ...

AFA and PFL award Australia's top insurers

LAURA MILLAN  |  THURSDAY, 12 MAR 2015
The Association of Financial Advisers (AFA) and Plan For Life (PFL) recognised Australia's top insurers and life risk products at a black tie event in Sydney last night. TAL received the overall Platinum Award and the Trauma award, and was a finalist ...

PROFILE: NAB head of wealth Andrew Hagger

LAURA MILLAN  |  THURSDAY, 12 MAR 2015
While the shortest distance between two points is a straight line, National Australia Bank (NAB) head of wealth Andrew Hagger preferred to take the long way. His journey from the quiet suburb of Adelaide Hills to Melbourne CBD stretched through over ...

CBA rolls out IRESS systems to all advice groups

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
Commonwealth Bank (CBA) has extended the use of its IRESS technology solutions to all of its financial planning groups. IRESS was already deployed within CBA-owned Count Financial and the Commonwealth Bank's Business and Private Bank. The new agreement ...

CFP program attracts 700 students in one semester

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
The Financial Planning Association's (FPA) Certified Financial Planner (CFP) program has attracted 700 students this semester, following the rise in adviser education standards in most large dealer groups. "The volume of enrolments to the program this ...

Advisers see regulated robo-advice opportunity

ALEX BURKE  |  TUESDAY, 10 MAR 2015
Two-thirds (68%) of financial advisers see automated advice software as an "opportunity", according to a Midwinter survey. Midwinter managing director Julian Plummer argued that the survey - which tracked the responses of 288 financial advisers - indicates ...

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
Australia minted nearly 45,000 new millionaires in 2014 but only a handful of them are seeking financial advice, according to Investment Trends' High Net Worth (HNW) Investor Report. Based on a survey of 3,115 Australian millionaires - holding a collective ...

Spring lists on ASX

MARK SMITH  |  TUESDAY, 10 MAR 2015
Spring Financial Group has officially listed on the Australian Securities Exchange. According to the ASX, the company raised approximately $4,450,000 in its initial public offering. Spring provides financial planning, wealth management, insurance, superannuation ...

MyPlanner launches managed account solution

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
MyPlanner dealer group has set up a managed discretionary account solution that will be available to its 120 planners. MyPlanner partnered with Managed Accounts Holdings to develop the My Managed Portfolio (MMP) managed account service, and the provider ...

Demand for ethical investments soars

ALEX BURKE  |  TUESDAY, 10 MAR 2015
Ethically-screened FUM monitored by the Ethical Advisers' Co-operative has increased by 18% in the past 12 months to $910 million. Labelling itself "Australia's First Adviser Co-Operative", the EAC is a collection of financial planning firms focused ...