Search Results | Showing 131 - 140 of 3858 results for "Financial Planning" |
| | ... services companies, appointing a head of technology services in the process. Fin365 will merge with Optimised Financial Planning Solutions (OFPS) and SMSF Paraplanners (SMSFPP) to cater to demand from clients for more services. OFPS is a technology consulting ... |
| | | ... time at the firm, particularly in his capacity as a member of the global strategy team and as global head of financial planning and analysis. Commenting on his appointment, Raby said he is honored to have the opportunity to lead the firm's wealth business. ... |
| | | The proposed merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) has entered into the second round of member consultation. Recently, members have been invited to complete a survey to help ... |
| | | The Financial Planning Association of Australia (FPA) has said the Australian Law Reform Commission (ALRC) should prioritise advice regulations in its ongoing review of financial services law. In its latest submission to the ALRC review of the Legislative ... |
| | | ... advisers' ASIC-recognised qualifications shows 82% of advisers' tertiary qualifications specifically relate to financial planning, such as the Diploma in Financial Planning or its equivalent which is held by two-thirds of advisers. Further, 27% of advisers ... |
| | | ... Sustainability along with FS Super - The Journal of Superannuation Management and FS Advice - The Australian Journal of Financial Planning, as well as the broader Australian business community will have a say in recognising the breadth and diversity ... |
| | | ... review by the Australian Law Reform Commission. Moving forward, Ripoll said that he would like to see that the financial planning industry collectively deal with this complexity by interconnecting with regulators. "Advisers won't care how many laws ... |
| | | In offering an update on the proposed merger with the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) chair David Sharpe said he is hoping to have the full support of members and, despite speculation, a new ... |
| | | Alongside a panel of experts at the FPA 2022 Congress held in Sydney, FPA chief executive Sarah Abood was asked what she expects the advice sector to look like in 2023, and her answer involved the metaverse. "I'm an optimist when it comes to technology ... |
| | | The Financial Planning Association of Australia (FPA) announced the winners of the 2022 FPA Awards and the Gwen Fletcher Memorial Award at the FPA Professionals Congress in Sydney yesterday. Now in its 10th year, the FPA Awards recognise individuals ... |
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