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Showing 941 - 950 of 4095 results for "Financial planning"

Advice software firm appoints sales lead

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
... institutions including Macquarie Bank and Challenger. "He will bring a great understanding of different styles of financial planning businesses with which to introduce WealthO2's transparent, low cost and unconflicted alternative to traditional Wrap ...

Spectrum Wealth representatives find new homes

ELIZABETH MCARTHUR  |  MONDAY, 29 JUL 2019
... 32 of Spectrum's advisers have gone to Consilium Advice, a further 11 to Climb Wealth and nine to Life Plan Financial Planning. Clients of Spectrum who wish to find a new adviser have been advised by ASIC to make sure they are dealing with an adviser ...

Intiger makes global operations head redundant

KARREN VERGARA  |  MONDAY, 29 JUL 2019
... oversee teams in India and the Philippines in May 2015. Her role was made redundant in light of the ASX-listed financial planning technology firm scaling back its workforce in the Philippines, closing its Cebu office and reducing its commitments in Manila. ...

IOOF rejigs CRO role, appoints successor

KARREN VERGARA  |  FRIDAY, 26 JUL 2019
... IOOF took full legal ownership of dealer groups RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning from ANZ on 1 October 2018. Mota added the ASX-listed firm recorded its "best quarter of inflows" in the three months to ...

Financial advice firm grows

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2019
An AZ NGA advice business has expanded, acquiring a financial planning practice in Sydney's greater west. Eureka Whittaker Macnaught has acquired Warren McHattan Financial Services in Parramatta, putting into motion a broader strategic plan called ...

MLC Wealth shuffles leadership

HARRISON WORLEY  |  THURSDAY, 25 JUL 2019
... growth in funds under management from about $70 billion to over $200 billion. Current general manager of NAB Financial Planning and NAB Direct Advice Tim Steele has also been promoted, and will assume the role of group executive, retirement and investment ...

Sam Henderson cops ASIC ban

KANIKA SOOD, JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
... Adviser Register and the Banned and Disqualified Register. Henderson has already been fined $50,000 by the Financial Planning Association of Australia last year which found him guilty of breaching its professional code of conduct nine times. ASIC found ...

FPA launches new CPD platform

ELIZABETH MCARTHUR  |  TUESDAY, 23 JUL 2019
The Financial Planning Association of Australia (FPA) launched a new continuous professional development solution for members. The FPA's My CPD solution will allow members to track their CPD on the FPA Learn online education platform. My CPD allows ...

FPA launches Tinder for advisers

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
The Financial Planning Association of Australia has launched a new online service to match Australians with their ideal financial adviser. The Match My Planner service is designed to create matches between clients and advisers. The potential clients' ...

Advice associations weigh in on member interests bill

HARRISON WORLEY  |  FRIDAY, 19 JUL 2019
... First Bill that riled AustralianSuper earlier in the week, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have revealed the two see eye to eye on some, but not all, matters. Both associations said ...