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Showing 9611 - 9620 of 18276 results for "Plan"

NAB confirms redundancies in wealth division

LAURA MILLAN  |  MONDAY, 12 AUG 2013
National Australia Bank (NAB) has confirmed redundancies in a number of roles within its wealth management division following a strategy to digitalise the business. The bank refused to specify the number of redundancies made effective to date and gave ...

FoFA FDS uncertainty remains

LAURA MILLAN  |  MONDAY, 12 AUG 2013
The Future of Financial Advice (FoFA) regulation needs more changes to eliminate grey areas, but any modifications will have to be legislated to be meaningful. Fee disclosure statements (FDS) are one of the main issues of concern for financial advisers ...

Accountants expected to flood advice space

LAURA MILLAN  |  MONDAY, 12 AUG 2013

Macquarie and Storm victims settlement "wrong": Court

LAURA MILLAN  |  MONDAY, 12 AUG 2013
The Federal Court of Australia has determined that "a substantial wrong" occurred on May 2013 when a judged approved the settlement between Macquarie Bank and the victims of the Storm Financial fraud. The Court approved the request for appeal made by ...

Who do you trust?

BENJAMIN ONG  |  MONDAY, 12 AUG 2013

Election result to shape the industry: FPA

LAURA MILLAN  |  FRIDAY, 9 AUG 2013
The result of the federal election is critical and will shape the financial services industry for future, Financial Planning Association (FPA) manager of Policy and Conduct Dante De Gori said. The FPA views the September 7 election as a challenge and ...

Accountants ready to access HUB24 platform

LAURA MILLAN  |  FRIDAY, 9 AUG 2013
Members of the National Tax Accountants Association (NTAA) will be able to access HUB24 after the organisation reached an agreement with the platform provider. HUB24 parent company Investorfirst has signed a platform distribution agreement with InterPrac ...

Law firm acquires wealth management business

MARK SMITH  |  THURSDAY, 8 AUG 2013
Listed law firm ILH Group has expanded into wealth management with the acquisition of Capricorn Investment Partners (CIPL). In acquiring the corporate advisory and wealth management firm, ILH will also acquire Melbourne-based boutique asset management ...

Wealth Plus Solutions joins AMP's Genesys network

JAMES FERNYHOUGH  |  THURSDAY, 8 AUG 2013
Financial planning business Wealth Plus Solutions and three other advice practices have joined AMPs adviser dealer group, Genesys Wealth Advisers. The other three practices are Rancie McLean, Frontier Financial Group and Palmer Financial, all of which ...

Future2 becomes FPA charitable foundation

LAURA MILLAN  |  THURSDAY, 8 AUG 2013
The Financial Planning Association (FPA) has formalised an agreement with the Future2 Foundation, which has now become its charitable foundation. Future2 will replace its current tagline with the words 'The Foundation of the Australian Financial Planning ...