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Showing 931 - 940 of 4096 results for "Financial planning"

AFA names Female Excellence finalists

KRISTI CHENG  |  MONDAY, 12 AUG 2019
... the finalists stood out for their work in promoting advice to females and encouraging more women to consider financial planning as a potential career. The awards, supported by the Association of Financial Advisers (AFA) and TAL, aims to "promote positive ...

CBA remediation bill drags performance

KARREN VERGARA  |  WEDNESDAY, 7 AUG 2019
... employees. Wealth management, which is made up of superannuation, investment, retirement and insurance products and financial planning, turned in $413 million in NPAT, down 42% year on year. Funds management, which comprises Colonial First State, Commonwealth ...

Sequoia acquires dealer group

JAMIE WILLIAMSON  |  TUESDAY, 6 AUG 2019
... acquired a national dealer group, home to 68 authorised representatives. Sequoia acquired Sydney-based Libertas Financial Planning, a national licensee with 68 authorized representatives as at August 1, 60 of which are active financial advisers. Under ...

Adviser stole $200k from SMSFs

ELIZABETH MCARTHUR  |  TUESDAY, 6 AUG 2019
... Solutions through his business RM Wealth Management. Between 2004 and 2008 Michael was a representative of Sentry Financial Planning, Solutions Wealth Strategies and Insignia Platforms. In addition to the theft, ASIC found Michael failed to disclose ...

Planning foundation adds directors

HARRISON WORLEY  |  MONDAY, 5 AUG 2019
The philanthropic foundation of the Financial Planning Association of Australia appointed an additional three directors to its board. Future2 is welcoming the appointments of former FPA chair Julie Berry, acting Commonwealth Bank executive general manager ...

AMP MDA constraints frustrate advisers

ELIZABETH MCARTHUR  |  MONDAY, 5 AUG 2019
The additional conditions imposed on AMP Financial Planning's managed discretionary account (MDA) licence has resulted in so many constraints on financial advisers that the offering is reportedly "unusable". A source told Financial Standard that AMP ...

AFA, FPA slam haste in ending grandfathered commissions

KRISTI CHENG  |  FRIDAY, 2 AUG 2019
The Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) have both criticised the time frame given to phase out grandfathered commissions. Treasurer Josh Frydenberg announced earlier this week legislation ...

ASIC reveals advice remediation progress

HARRISON WORLEY  |  THURSDAY, 1 AUG 2019
... equivalent staff resource figure was provided by Commonwealth Securities, with Commonwealth Private, Commonwealth Financial Planning, Financial Wisdom and Count Financial reporting no staff were working on the program. All CBA entities except Commonwealth ...

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
... stockbroker's perspective, investment selection is a large part of what we do with clients. In the normal financial planning world advisers will often contract out all or part of their investment selection to either an investment committee or to ...

Fitzpatricks expands footprint

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
... heritage of "strategic growth through cultural and philosophical alignment around client-centric, goals-based financial planning." Stewart Symonds partner and general manager Garry Symonds has worked in the Perth-based firm for the past 13 years. "Fitzpatricks ...