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Showing 1341 - 1350 of 4062 results for "Financial planning"

Advice and real estate firms align

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
... final piece of that puzzle. "At the end of the day, clients want all of the advice - they want tax advice, financial planning, property advice - it's the practitioners that are the ones segregating them all," Rocks told Financial Standard. He predicts ...

FPA supports ASIC independence definition

KARREN VERGARA  |  FRIDAY, 30 JUN 2017
The Financial Planning Association of Australia is voicing its support for ASIC's definitions on independent financial advice. FPA chief executive Dante De Gori said it is important to note that the definition of 'independent' under s923A of the Corporations ...

NAB Financial Planning appoints super fund executive

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
A former senior leader at First State Super and IOOF is leading NAB Financial Planning's client services and paraplanning capabilities. Rebecca Harrison will be responsible for the delivery of client services operations across Australia for advisers ...

ASIC bans ex-AMP adviser

KARREN VERGARA  |  TUESDAY, 27 JUN 2017
... duties in providing superannuation and insurance advice. David Fong was an authorised representative of AMP Financial Planning between January 2004 to December 2014, as well as a credit representative for more than four years. ASIC was concerned about ...

Easton to acquire $1.7bn advice group

ALEX BURKE  |  TUESDAY, 27 JUN 2017
Listed wealth firm Easton Investments is in talks to acquire a financial planning network with $1.7 billion in funds under advice. GPS Wealth, established in 2012, operates 82 practices with 123 advisers and 182 accountants throughout Australia. According ...

Fiducian retains custodian

JAMIE WILLIAMSON  |  MONDAY, 26 JUN 2017
... selected by the Fiducian team." Through a number of acquisitions over the past two years, Fiducian has grown its financial planning business by $340 million, bringing its total funds under management, administration and advice to over $5.5 billion.

Brisbane adviser receives top planning award

JAMIE WILLIAMSON  |  FRIDAY, 23 JUN 2017
The top performing student in the final unit of the Financial Planning Association of Australia's CFP program was awarded the Gwen Fletcher Memorial Award for her ongoing commitment to providing quality financial advice. Bronnie Abraham of Brisbane-based ...

AFA executive joins standards board

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
... appointment coincides with the signing on a Memorandum of Understanding between the APFinSA and the European Financial Planning Association to begin the process of having the APFinSA's Fellow Chartered Financial Practitioner designation formally recognised. ...

Sequoia announces acquisition

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
ASX-listed Sequoia Financial Group announced it will acquire Melbourne-based financial planning and accounting services firm InterPrac. Interprac "will add immediate scale, in particular to the SMSF Administration, Wealth Advisory and Investment Solutions ...

Advisers boost ethical investments

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... has 27 members nationwide that includes: Fiducian Financial Services, DJ Carmichael, Novo Wealth, Just Invest Financial Planning and Ethical Investment Services.