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Showing 871 - 880 of 4095 results for "Financial planning"

Dealer group lead to depart

JAMIE WILLIAMSON  |  FRIDAY, 22 NOV 2019
The head of an IOOF-aligned dealer group will depart the business next week. Elders Financial Planning (EFP) has confirmed the resignation of Tony Beaven who has opted to return home to the United Kingdom. His departure, effective November 28, will ...

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... Financial Standard about what advisers can expect from his session. Mitch Anthony has been a thought leader in financial planning for over 20 years. The University of Texas credits him as introducing the idea of "financial life dialogues" with his 2001 ...

AFA calls out FASEA chief inconsistency

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
... degree level could be counted towards the education standard." He said recognition of the Advanced Diploma of Financial Planning is proof that FASEA has the capacity to approve training that is not at a degree level. Anderson added that the discussion ...

Continued calls for code compliance extension

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
... providing relief to licensees in regards to ensuring advisers are registered with a compliance scheme, the Financial Planning Association of Australia is calling for more to ensure compliance. Speaking to Financial Standard, FPA head of policy and standards ...

Three advisers cop ASIC bans

KANIKA SOOD  |  WEDNESDAY, 20 NOV 2019
... most recently employed at Neo Wealth Solutions until October end. He has previously worked at Commonwealth Financial Planning and Westpac. The ban runs until November 2024. Lastly, ASIC banned Lawrence Dean O'Neill for four years. He spent 10 years at ...

New role for HESTA advice executive

KANIKA SOOD  |  FRIDAY, 15 NOV 2019
... execution of the LUCRF Super growth strategy." Earlier this month, HESTA appointed a new general manager of financial planning, tasking the new hire with increasing the share of its members accessing financial advice and to grow its product distribution ...

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... products, Victor says one frequently asked question came to light: How do the portfolios fit within the standard financial planning process? What typically happens after the fact find is complete, she says, is that the client is pigeonholed into conservative ...

Superannuation expert joins law firm

KANIKA SOOD  |  THURSDAY, 14 NOV 2019
A Sydney firm that provides compliance support to financial advisers has hired a former APRA and Colonial Financial Planning professional as its special counsel for superannuation. Maria Siu is joining SUPERCentral, and will also work with its legal ...

Morningstar now an ETF issuer

KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
... recommending a five-year investment horizon. Earlier this month, Monrningstar announced its acquisition of financial planning software company AdviserLogic, as it looked to expand its adviser offering.

AMP dealer group head departs

ELIZABETH MCARTHUR  |  TUESDAY, 12 NOV 2019
... Bank. Mortgage Choice chief executive Susan Mitchell said: "Tania was instrumental in leading Mortgage Choice Financial Planning since its foundation in 2012 and has led the business to reach a significant milestone of $1 billion in funds under advice." ...