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| | | ... executive to lead its product and marketing division. Mat Walker will join the investment administration and financial planning technology platform as the new head of product and marketing in November. Walker announced his resignation at Centrepoint ... |
| | | | The Financial Planning Association of Australia (FPA) is today helping celebrate World Financial Planning Day by raising awareness about the importance of investor education and protection. FPA chief executive Dante De Gori said the initiative will ... |
| | | | Financial planning business owners must consider succession planning as another element of their customer service, according to Mentor Education. Mentor Education Group chairman Jim Taggart said true financial advice is an end-to-end commitment that ... |
| | | | ... Akambo, Synchron, Politis, Unison Wealth Management and Hunter Green. Overall, the largest licensees are AMP Financial Planning, Charter Financial Planning, SMSF Advisers Network, Commonwealth Financial Planning, Count Financial, Westpac, GWM Adviser ... |
| | | | ... objectives of the clients. At the time Houghton was also a cross-endorsed authorised representative of Commonwealth Financial Planning and Dover Financial Advisers. ASIC deputy chairman Peter Kell said the regulator will continue to take action and remove ... |
| | | | The Financial Planning Association of Australia believes increased red tape across the advice industry will not only reduce competition but see consumers bear the brunt of additional compliance costs. In its submission to the Productivity Commission's ... |
| | | | NAB Financial Planning is expanding its leadership team, recruiting senior managers from ANZ Wealth and AMP New Zealand. As per its national strategy to increase customer-centricity, NAB FP has appointed two general managers to lead its NSW/ACT and ... |
| | | | ... planners surveyed by Investment Trends maintain that the reforms will be of no benefit to their practice, the financial planning industry or consumers. "Many planners are evolving their business to meet the regulatory requirements. In addition to these ... |
| | | | ... to ensure long-term business success and profit - but accountants and planners must act now, he added. Many financial planning and accounting practice owners are satisfied with simply earning a salary and ignore "very real long-term advantages" derived ... |
| | | | ... switching to a managed accounts solution, particularly if it faces resistance from staff, says the head of a financial planning and accounting firm. Praescius Financial Group founder and managing director Gareth Jakeman urged advisers thinking about ... |
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