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Showing 8681 - 8690 of 18276 results for "Plan"

CBA looks for plaintiffs to assist in remediation process

LAURA MILLAN  |  MONDAY, 25 AUG 2014
Commonwealth Bank (CBA) is in advanced discussions with a number of plaintiff law firms that will act as independent consumer advocates in the Open Advice Review program to compensate victims of poor financial advice. CBA is expecting to announce the ...

NAB gives advisers 3 years to meet tougher standards

LAURA MILLAN  |  MONDAY, 25 AUG 2014
National Australia Bank (NAB) and MLC financial planners have three years to meet the new education standards, which require advisers to hold tertiary qualifications. NAB/MLC has been the latest to join the wave of Australian large financial institutions ...

FPA turns to social media on Financial Planning Week

STAFF WRITER  |  MONDAY, 25 AUG 2014
This year's Financial Planning Week by the Financial Planning Association (FPA) will turn to social media as a strategy to encourage Australians to seek advice. The FPA will be answering to consumers' questions on financial advice through the 'Ask an ...

Challenger adds firepower to annuities business

MARK SMITH  |  MONDAY, 25 AUG 2014
Challenger's $530 million capital raising program is likely to tighten the company's already firm grip on the lucrative annuities market. The figure will be raised from a combination of a $250 million institutional share placement and a $30 million ...

Mortgage Choice booms, invests in planners

AAP AND ALICE URIBE  |  FRIDAY, 22 AUG 2014
A strong housing market has helped home lender Mortgage Choice deliver its best financial results ever with a record number of loan settlements. The lender's net profit rose 5.8% to $19.8 million in the year to June 30, up from $18.7 million in the ...

Movers and shakers

Surprise exit for van Eyk asset consulting team Van Eyk's three person asset consultant team has left the company, the company has confirmed. Head of asset consulting Jonathan Ramsay and asset consultants Fil Andronaco and Jonathan Tolub resigned their ...

Research group launches adviser rating app

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
... outcomes to their clients," Tucker said, and added that "their clients believe they are more on track with their financial plan and are financially better off as a result of working with their adviser compared to clients of other financial advisers." ...

AMP lifts minimum adviser standards

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
Australia's largest advice business AMP will require that all of its financial planners hold a post-graduate degree, a move that aims to increase trust in advisers. All existing and new AMP advisers must hold post-graduate qualifications such as a Certified ...

Perpetual appoints research head from SSgA

STAFF WRITER  |  THURSDAY, 21 AUG 2014
Perpetual Investments has appointed a State Street Global Advisors (SSgA) executive as its new head of research and consultant relationships. George Moromalos will work closely with research houses to manage Perpetual Investments' fund ratings. He will ...

HUB24 acquires dealer group

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
HUB24 has acquired an independent dealer group with 20 financial advice practices across Australia and more than $2.5 billion in funds under advice. The Paragem buyout will be completed over the next few weeks and is subject to satisfaction of the acquisition ...