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Showing 8401 - 8410 of 18276 results for "Plan"

ASIC imposes conditions on Guardian Advice

STAFF WRITER  |  WEDNESDAY, 7 JAN 2015
... appoint an ASIC-approved independent consultant to review its compliance with its general licensee obligations and develop a plan to fix any deficiencies found. The expert will report regularly to ASIC over the next two years on Guardian Advice's implementation ...

Independent expert lists CBA compensation challenges

LAURA MILLAN  |  FRIDAY, 19 DEC 2014
Promontory Financial Group has acknowledged that the Commonwealth Bank (CBA) program to compensate victims of bad financial advice poses a number of challenges. The independent expert has released its first report, following its appointment by CBA in ...

AMP Capital receives $200m from OPB

HARRY PAGE:  |  THURSDAY, 18 DEC 2014
AMP Capital has received a $200 million commitment from the Canadian pension plan Ontario Pension Board (OPB) to invest in its global investment strategy. OPB's Private Markets' managing director Glenn Hubert said OPB was impressed by AMP Capital's ...

Challenger negotiates Care Annuity compromise

JAMES FERNYHOUGH  |  THURSDAY, 18 DEC 2014
The Department of Social Services (DSS) has backed down from its plan to change the way it assesses current holders of the Challenger Care Annuity. However, Challenger has agreed to redesign the product in line with the new 'user pays' aged care policies ...

Government repeals Palmer FoFA changes

LAURA MILLAN  |  WEDNESDAY, 17 DEC 2014
The government has repealed the Palmer United Party's (PUP) proposed changes to the Future of Financial Advice (FoFA) legislation and grandfathering amendments have become law. The registration of the grandfathering provisions will see these regulations ...

FS Advice: Medcraft's appalling speech

LAURA MILLAN  |  FRIDAY, 12 DEC 2014
Check out the latest edition of the FS Advice newsletter here Last week, ASIC chairman Greg Medcraft's outburst about financial planning got everyone talking. He used the words "absolutely appalling" when referring to the fact that Australian consumers ...

MLC partners with SPAA

JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
MLC has partnered with the SMSF Professionals' Association of Australia (SPAA) to provide advisers with self-managed super fund (SMSF) advice accreditation, training and support. Under the scheme, MLC and NAB licensees who attain SPAA accreditation ...

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
This year has been another busy one for the financial servives industry. FoFA remained on the radar and the Financial System Inquiry has the potential to change things in a big way. The Financial Standard team takes a look at the issues that made waves ...

ASIC accepts EU from Victorian adviser

HARRY PAGE  |  THURSDAY, 11 DEC 2014
The Australian Securities and Investments Commission (ASIC) has accepted an enforceable undertaking (EU) from former Professional Investment Services (PIS) representative Seamus O'Brien. O'Brien previously traded as Cambridge Financial Planning in South ...

Beddoes creates 10 Minute Business Planner

HARRY PAGE  |  THURSDAY, 11 DEC 2014
... operations and human resources. The 10 Minute Business Planner will provide an interactive business checklist, a business plan scored and prioritised and ready to download and a growing list of resources to help implement the plan. It's a simple tool ...