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Showing 1561 - 1570 of 4096 results for "Financial planning"

AZNGA subsidiary acquires adviser firm

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
... advises over 1000 personal clients and more than 2000 corporate super members. The firm is licensed with Charter Financial Planning and has over $212 million in funds under advice (FUA). DFA provides a range of advisory services including retirement ...

Brisbane practice joins Elders

KERRIE SYDEE  |  TUESDAY, 2 AUG 2016
Elders Financial Planning has added a sixth practice to its network. YouFin, based in Brisbane and headed by Johnny Grohovaz, has joined the Elders network and will help enhance Elders' financial advice offering in Queensland. Elders Financial Planning ...

SMSFs will shape the future of ETFs

DARREN SNYDER  |  TUESDAY, 26 JUL 2016
... has probably been the most disciplined, being very focused on the traditional strategic asset allocation of financial planning clients," Dyall said. Not long after the market saw its first smart beta products, and providers such as BetaShares launched ...

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 ...