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Showing 121 - 130 of 3858 results for "Financial planning"

All financial advice should be tax deductible: FPA

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
The Financial Planning Association of Australia (FPA) is calling for the government to provide tax-deductible status to all financial advice, no matter the stage. In its pre-budget submission, the FPA acknowledged that the ATO is looking into the tax ...

HUB24 appoints chief people officer

CASSANDRA BALDINI  |  THURSDAY, 2 FEB 2023
... the years David has built extensive relationships with top tier accounting, auditing, SMSF administration and financial planning firms by helping these businesses to embrace and use technology to benefit client outcomes and drive efficiencies." Commenting ...

AFA, FPA plan joint roadshow

CHLOE WALKER  |  WEDNESDAY, 1 FEB 2023
... Irrespective of the outcome of the upcoming merger vote, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) will host a combined roadshow event across the country this year. The Combined Association ...

FPA, AFA merger consultation to close

CHLOE WALKER  |  FRIDAY, 27 JAN 2023
The member consultation period on a proposed merger between the Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) is due to close on January 31, with members encouraged to provide their feedback before then. ...

Rowe joins Kofkin Bond & Co

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
... the acquisition of Count Financial from Commonwealth Bank. Rowe has also previously served as chair of the Financial Planning Association of Australia, and of its Future2 Foundation, and was appointed a director of the Financial Adviser Standards and ...

Sequoia FG revises profit expectations

JAMIE WILLIAMSON  |  MONDAY, 23 JAN 2023
... insurers, Sequoia said it has "not recognised a contingent asset at this stage." However, its licensee Interprac Financial Planning has added advisers in recent months, which Sequoia said is pushing an expectation that the licensee services business ...

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... the desire to be an adviser - it just isn't for me," one respondent said. "I prefer the technical side of financial planning and get more satisfaction from writing high quality advice documents than I do working directly with clients," said another. ...

Adviser who faked signatures sentenced in court

CHLOE WALKER  |  MONDAY, 16 JAN 2023
... February 2010 and December 2018, while he was an authorised representative of GWM Adviser Services and Interprac Financial Planning. In sentencing Nguyen, Magistrate Nitschke said: "It is a serious matter to falsify company records" and "the company ...

JPMorgan says fintech was a fraud, closes business

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2023
JPMorgan has shuttered the financial planning fintech it acquired in 2021 and is suing its founder, claiming most of its users were fake accounts created to inflate the business' value. In September 2021, JPMorgan Chase acquired Frank, a platform that ...

Adviser population dropped 17% in 2022

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2023
... driven by the October adviser exam deadline. The total number of advice licensees also fell by 11% in 2022. AMP Financial Planning is the largest licensee with 546 advisers, followed by Morgans Financial on 447, Charter Financial Planning with 339, Synchron ...