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Showing 101 - 110 of 1757 results for "Financial Planners"

Fiducian acquires Adelaide adviser's FUA

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
... is funded by Fiducian from internal cash holdings. "We continue supporting our trusted network of Fiducian Financial Planners to expand. This acquisition facilitates expansion of a quality franchise financial planning business in the Adelaide community," ...

FPA launches file note guidance

ELIZABETH MCARTHUR  |  MONDAY, 26 APR 2021
... complaints which have highlighted gaps in records. The FPA said its new guidance provides innovative ways for financial planners to create file notes through several apps that can capture client communications using video or audio recording and convert ...

Vanguard UK upends cost of advice

KARREN VERGARA  |  TUESDAY, 20 APR 2021
... reviewed annually. Those with larger balances of over £100,000 ($179,000) will receive more support via a team of financial planners available over the telephone or video, as well as an annual review. Clients with over £750,000 ($1.3m) have a dedicated ...

Fidelity Investments to hire 1000 advisers

KARREN VERGARA  |  TUESDAY, 13 APR 2021
Fidelity Investments is in the process of hiring about 1000 licensed financial planners in the US in a bid to meet the skyrocketing demand for advice. The firm is expanding to over 20 locations across the US, including Seattle, Los Angeles, San Diego ...

Milliman hires head of distribution

KARREN VERGARA  |  TUESDAY, 23 MAR 2021
... managed accounts solution aiming to protect investors against volatility and capital losses. "Prior to COVID-19, financial planners were already facing a raft of challenges in the wake of the Royal Commission, with regulatory requirements such as best ...

FPA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
... FPA is pleased to hear positive feedback around the online program, particularly the flexibility it offers to financial planners to achieve and maintain a work-life balance," De Gori said. "The program has a strong support structure so everyone can get ...

Fiducian profit, growth jump

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... substantial marketing effort is being devoted to attract new clients and build the distribution base through quality financial planners," he said. "There are a number of financial planners in discussion with us to join the network and after qualifying ...

FPA calls for levy overhaul

ANNABELLE DICKSON  |  WEDNESDAY, 3 FEB 2021
... adviser numbers, which was 3100 over the 2019/20 financial year. "In three years of operation, the levy for financial planners will likely have more than doubled and there is no indication that increases of this scale will cease for 2020-21 or future ...

Hume advocates for affordable advice

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
... many consumers and more than they are willing to pay. For example, in 2019, Investment Trends reported that financial planners estimated that the average cost for full or comprehensive advice was $2900. For more limited advice, they estimated $1500," ...

Six Park launches ESG options

ELIZA BAVIN  |  FRIDAY, 15 JAN 2021
... was a priority for the next generation of investors, and these investors are the future clients of Australian financial planners and accountants," Garrett said. "We're excited to be partnering with Summerhill, which is a future-led practice that understands ...