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Showing 831 - 840 of 4095 results for "Financial planning"

Dealer group restructures leadership

ELIZABETH MCARTHUR  |  TUESDAY, 4 FEB 2020
... career in financial services, having worked at Financial Wisdom and AXA. He has also previously served ashead of financial planning at Bank of Melbourne. Michael Jones has been promoted to general manager, legal and compliance from his role as head of ...

PIMCO puts Aussie LIT on ice

KANIKA SOOD  |  MONDAY, 3 FEB 2020
... of investors are protected and capital markets remain efficient and globally competitive," Treasury said.. Financial Planning Association of Australia chief Dante De Gori said that FPA members currently receive about 8% of their revenue, on an average ...

AMP urged to mediate with advisers

ELIZA BAVIN  |  FRIDAY, 31 JAN 2020
... Enterprise Ombudsman, Kate Carnell, has urged AMP to formally commit to mediation as it moves to exit up to 250 financial planning businesses. Carnell said over 80 AMP advisers have visited her offices in the past few months saying they are facing "financial ...

Last stand for grandfathered commissions falls over

ELIZABETH MCARTHUR  |  THURSDAY, 30 JAN 2020
... were as small as $20. Two individuals donated $10,000. One of the individuals who donated $10,000 was Lifespan Financial Planning executive chair John Ardino. The other is not on record, but Financial Standard has reason to believe it was the head of ...

FPA calls for axe to fall on stamping fees

HARRISON WORLEY  |  WEDNESDAY, 29 JAN 2020
... directed fees in financial advice, as consultation opens into the government's review of stamping fees. The Financial Planning Association of Australia has welcomed the government's four week targeted public consultation process on the merits of the ...

Advisers still unclear on referral rules

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 JAN 2020
... arrangements fall outside the code and will not be required to change as they are not subject to the code provisions." Financial Planning Association of Australia head of policy and standards Ben Marshan told Financial Standard : "I guess the problem ...

Apt Wealth Partners acquires firm

ELIZABETH MCARTHUR  |  TUESDAY, 28 JAN 2020
... Andrew Dunbar of Apt Wealth Partners recently won the Certified Financial Planner of the Year Award from the Financial Planning Association of Australia.

Viridian opens new offices

KANIKA SOOD  |  WEDNESDAY, 22 JAN 2020
... in financial literacy. If we could develop something where people - more the general community, not even the financial planning community - could go to watch videos and get education on financial topics, that would be great."

Super fund names advice head

ELIZABETH MCARTHUR  |  MONDAY, 20 JAN 2020
... that digital, phone or face-to-face," Blakey said. It comes after the fund appointed a new general manager of financial planning in November last year.

Cbus head of advice launches firm

KANIKA SOOD  |  FRIDAY, 17 JAN 2020
... of cross-subsidisation. During his time at Cbus, Harper pioneered Cbus's adviser referral program with the Financial Planning Association of Australia in 2014 for specialised advice that went beyond the intra-fund advice remit. Many superannuation funds ...