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Showing 9091 - 9100 of 18276 results for "Plan"

XPLAN named top planning application

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
XPLANA has been named the top rated Australian planning application for 2013 in the latest A Investment Trends Planning and Advice Applications Report. According to the report, XPLAN has achieved the highest benchmark score for any financial planning ...

Professional planners don't accept commissions: FPA

ALEX DUNNIN  |  WEDNESDAY, 19 MAR 2014
Professional financial planners do not accept commissions because the conflicts of interest commissions create cannot be managed, says Matthew Rowe, chair of the Financial Planning Association. "We don't believe that a commission should be payable on ...

Dealer group Infocus buys MLC shares, becomes independent

ALICE URIBE  |  WEDNESDAY, 19 MAR 2014
Dealer group Infocus Wealth Management's (Infocus) existing shareholders have bought back MLC's share of the business and will now become fully independently owned. Bucking rumours that the group was looking for an institutional parent, Infocus has ...

OneVue shuffles reporting lines ahead of IPO

ALICE URIBE  |  WEDNESDAY, 19 MAR 2014
OneVue has appointed a new head of operations for platform services and re-jigged its reporting lines, as it looks towards its much-anticipated Easter IPO. Andrew Macciocca who is based in Melbourne, was appointed head of operations for fund services ...

Consumers join FoFA debate

JAMES FERNYHOUGH  |  TUESDAY, 18 MAR 2014
Consumers have added their voice to the debate over the government's amendments to the Future of Financial Advice (FoFA) reforms, with the launch of the 'Save Our FoFA' campaign. The campaign, started by consumer advocate Christopher Zinn, aims to raise ...

Advisers have to act in client's best interests: PM

ALEX DUNNIN  |  TUESDAY, 18 MAR 2014
Prime Minister Tony Abbott has echoed claims that regardless of what the government does to the Future of Financial Advice (FoFA) legislation that financial advisers will still have undefined best interests obligations. Speaking at Parliament House ...

Intra-fund advice is low-cost

STAFF WRITER  |  TUESDAY, 18 MAR 2014
... that found around one-third of fund members prefer to receive financial advice 'as required' as opposed to a comprehensive plan. ASFA Chief executive Pauline Vamos said intra-fund advice is cost effective because it is limited to the very simple end ...

Actuate rebrands, now SFG Alliance Services

LAURA MILLAN  |  TUESDAY, 18 MAR 2014
SFG Australia-owned Actuate Alliance Services has rebranded to become SFG Alliance Services as the group continues to consolidate its brands. SFG Alliance Services provides services for non-aligned Australian financial services license (AFSL) partners. ...

MDA provider inks deal with Affinity and Redgum

STAFF WRITER  |  TUESDAY, 18 MAR 2014
Managed discretionary account (MDA) operator, managedaccounts.com.au has inked deals two boutique financial advisory firms to integrate the company's solution into their businesses. The deals with Sydney-based Affinity Wealth Services and Melbourne-based ...

PC examines Weaven's 'inverted bid' infra model

JAMES FERNYHOUGH  |  MONDAY, 17 MAR 2014
... Informally known as the 'Weaven model' after its architect, IFM Investors chair and ISA director Garry Weaven, ISA's proposed plan is designed to bring a long term investor (e.g. an industry super fund) in at the very beginning of a new infrastructure ...