Search Results | Showing 1531 - 1540 of 4063 results for "Financial planning" |
| | | ... standards body will make the professional standards transition clearer and easier to comply with, according the Financial Planning Association (FPA) chief executive Dante De Gori. Speaking at the Sydney FPA roadshow, De Gori highlighted that unlike ASIC ... |
| | | | ... Commenting on a panel at the 2016 FSC Leaders Summit in Melbourne, O'Sullivan said the severe lack of diversity in financial planning was a major hindrance to the reputation - and survival - of the profession. "The reality is that everyone benefits from ... |
| | | | ... investment conditions for funds and their members, which is why we are continuing to prioritise development of our financial planning services and a CRM platform to enable closer, more personal and regular connection with members," he said. "The most ... |
| | | | The Financial Planning Association of Australia (FPA) has made three key appointments in the roles of head of advice partnerships and membership, head of policy and policy manager. Jason Tattershall has been appointed head of advice partnerships and ... |
| | | | Elders Financial Planning (EFP) has added its fifth practice and has welcomed a new regional financial adviser. Stephen Clark has joined Border Region Financial Services, a corporate authorised practice in the Kyogle region of New South Wales. Border ... |
| | | | ... processes. "Web-based self-service technology will be increasingly used to streamline the administration process for financial planning and avoid costly errors and delays," Sciarrone said. "Advisers are concerned they are continuing to spend too much ... |
| | | | ... five practices joining the group's boutique offering, FPSA Group (FPSA). Lifeguard Financial Services, APS Financial Planning and Mornington Financial services from Melbourne, Redthorn Private Wealth from Adelaide, and The Money Barre from Sydney have ... |
| | | | ... the next generation SMSF solution." MORE Super has been providing an outsourcing solution to accounting and financial planning practices, for over 10 years. The company currently administers and audits approximately 5,000 SMSFs for more than 200 accounting ... |
| | | | ... investment platform in October 2015. ClearView Wealth specialises in life insurance, wealth management and financial planning solutions. As at 31 December 2015, the company had $203 million of life insurance premiums under advice, advises on $8.1 billion ... |
| | | | Dealer group Elders Financial Planning (Elders) has emerged from a six month transformation, a realignment the group hopes will attract more advisers to the Elders network. A joint venture company (Elders 49%, ANZ 51%), Elders Group have one the largest ... |
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