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Showing 1531 - 1540 of 4063 results for "Financial planning"

Independent body will make new standards simpler: FPA

KERRIE SYDEE  |  FRIDAY, 22 JUL 2016
... 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 ...

Focus on older men will kill financial planning

ALEX BURKE  |  FRIDAY, 22 JUL 2016
... 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 ...

Trust ahead of returns for member retention

MARK SMITH  |  THURSDAY, 21 JUL 2016
... 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 ...

FPA makes key policy and membership appointments

KERRIE SYDEE  |  MONDAY, 18 JUL 2016
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 adds fifth practice

KERRIE SYDEE  |  WEDNESDAY, 13 JUL 2016
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 ...

AIA launches adviser self-service portal

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
... 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 ...

Fortnum adds five new practices

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
... 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 ...

MORE Super switches to Simple Fund 360

MARK SMITH  |  MONDAY, 11 JUL 2016
... 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 ...

ClearView adds annuities to wrap

MARK SMITH  |  MONDAY, 11 JUL 2016
... 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 ...

Elders transformation brings new light to the group

KERRIE SYDEE  |  MONDAY, 11 JUL 2016
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 ...