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Showing 931 - 940 of 4061 results for "Financial planning"

FPA, AFA partner on life insurance

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
... taskforce as the industry inches towards ASIC's review of the life insurance framework slated for 2021. The Financial Planning Association of Australia and the Association of Financial Advisers will appoint two senior representatives and two adviser ...

Commonwealth FP completes EU compliance

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 JUN 2019
Commonwealth Financial Planning has complied with ASIC's court enforceable undertaking regarding fees for no service conduct and said it will transition to a new business model. At the end of May, ASIC received an attestation from Commonwealth Financial ...

Industry veterans recognised

ELIZABETH MCARTHUR  |  TUESDAY, 11 JUN 2019
... women in leadership roles. Founding director of ipac, Arun Abey was honoured for significant service to the financial planning sector and to the community. Abey is currently chair of Walsh Bay Partners, which provides financial advice and wealth management ...

Industry fund appoints advice GM

KANIKA SOOD  |  FRIDAY, 7 JUN 2019
... Moving up to the role of general manager, distribution and advice is Lisa Palmer who was formerly the head of financial planning at the fund. Palmer will now be responsible for business development, defined benefit, financial planning, insurance and ...

Dealer group strengthens executive lineup

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
... was head of best advice at IOOF. He has also previously held roles with Colonial First State and Commonwealth Financial Planning. Centrepoint Alliance chief executive Angus Benbow described Cullen as a natural fit for the role. "He is a highly respected ...

The case for tax deductible advice

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
... dawn of employers SGC [ sic ] simply won't be enough - incentivise the nation to help themselves." The Financial Planning Association of Australia (FPA) has also long supported such a move, believing the cost of advice deters Australians from seeking ...

FPA moves to improve adviser mental health

ELIZABETH MCARTHUR  |  FRIDAY, 31 MAY 2019
The Financial Planning Association of Australia (FPA) has launched a free health and wellbeing program providing confidential support from psychologists and counsellors to its members. The FPA Wellbeing program comes amid unprecedented changes in the ...

Financial tech firm refocuses strategy

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 MAY 2019
An ASX-listed financial planning technology company will reconfigure its strategy following an unsuccessful pilot partnership with Commonwealth Financial Planning. Intiger will refocus its strategy on developing and marketing its BOOM software after ...

ANZ changes advice model, cuts Prime Access

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2019
... The big four bank announced it will change the way it provides ongoing financial advice to customers via ANZ Financial Planning. As of today, the Prime Access financial advice service will no longer be offered to new customers and will be phased out ...

Financial advisers weigh in on factor investing

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
... developing their own unique investment approach for every individual client are numbered - if not extinct already." Financial planning group Shadforth advocates factoring investing strategies - but calls it "evidenced-based investing." Shadforth private ...