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Showing 981 - 990 of 4061 results for "Financial planning"

Grandfathered commissions deadline challenging: AFA

JAMIE WILLIAMSON  |  WEDNESDAY, 6 FEB 2019
... account for less than 15% of revenue. Meanwhile, 12% rely on the payments to produce more than 60% of income. Financial Planning Association of Australia chief executive Dante De Gori said the association submitted to the Royal Commission in March 2018 ...

Ongoing service arrangements should be tightened: Hayne

JAMIE WILLIAMSON  |  MONDAY, 4 FEB 2019
... the removal of grandfathered commissions - will likely lead to a dramatic increase in up-front fees, Lifespan Financial Planning chief executive Eugene Ardino argues. With up-front fees currently averaging $2,000 to $4,000, advisers are prepared to initially ...

Former adviser steals $5m from clients

JAMIE WILLIAMSON  |  MONDAY, 4 FEB 2019
... providing advice in 1991. He ceased as an adviser on 23 August 2016. He is listed as being a member of the Financial Planning Association of Australia, the SMSF Association and the Mortgage & Finance Association of Australia.

Outflows dent IOOF advice, funds businesses

KARREN VERGARA  |  MONDAY, 4 FEB 2019
... groups to IOOF - ANZ Wealth Management comprising RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning dealer groups - in October 2017. The sale of ANZ's pensions and investments business however is taking longer than ...

Commonwealth FP fails to meet EU obligations

JAMIE WILLIAMSON  |  MONDAY, 4 FEB 2019
Hours before the final report from the Royal Commission goes public, Commonwealth Financial Planning has been ordered by ASIC to stop charging ongoing service fees. It is also barred from entering any new ongoing service arrangements with customers. ...

Synchron renews calls on risk advice separation

KANIKA SOOD  |  FRIDAY, 1 FEB 2019
... risk advisers will exit the industry in droves. "Australians need access to both life insurance advisers and financial planning advisers, but in our experience, these are usually two separate people and two separate disciplines," Trapnell said. He said ...

MLC drops wrap and super admin fees

DARREN SNYDER  |  TUESDAY, 29 JAN 2019
... Lloyd said he is confident the new price changes will be well received by financial advisers. Additionally, NAB Financial Planning and NAB Direct Advice no longer accept grandfathered commissions from NAB Wealth superannuation and investment product ...

ASIC bans former NAB, CBA advisers

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... permanently banned by ASIC for dishonest conduct while licensed by GWM Adviser Services and later Interprac Financial Planning. An investigation found Nguyen, a Certified Financial Planner, had backdated advice documents to clients and incorrectly witnessed ...

NAB to end financial planning compliance issue

HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
... reached out to all clients impacted by a compliance issue that originally surfaced in 2017. The issue saw NAB Financial Planning conduct a review of client beneficiary nomination forms after the bank found an adviser and their support staff did not correctly ...

Early financial advice prevents worries at the end

HARRISON WORLEY  |  MONDAY, 14 JAN 2019
... happen to my family?" However, according to co-author Michael Ent, many of these concerns could be alleviated by financial planning, which can provide certainty about at least one aspect of a loved one's health for those facing death. "There are many ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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