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Showing 191 - 200 of 2301 results for "Financial Planner"

Shadforth executive moves to Akambo

ELIZABETH MCARTHUR  |  FRIDAY, 4 DEC 2020
The former head of advice for Shadforth has moved to Akambo Financial Group, a boutique dealer group with big growth plans. Rob Petrie has joined Akambo as head of private wealth. Previously, Akambo director and chief operating officer Joe Akiki was ...

FPA announces 2020 award winners

KANIKA SOOD  |  THURSDAY, 26 NOV 2020
An adviser from Western Australia has won the FPA Certified Financial Planner Professional of the year award, as the association announces its 2020 award winners. Zacary Leeson of HPH Solutions took home the award as an acknowledgment to positive impact ...

Advice firms need technology to survive: FPA

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... regulatory change that is coming through means that it is becoming virtually impossible to do business as a financial planner using old systems and old ways of operating," he said. "There are clear signs that digital advice is gaining momentum due to ...

FPA announces new specialist designation

ELIZA BAVIN  |  THURSDAY, 12 NOV 2020
The Financial Planning Association of Australia (FPA) has launched the FPA Aged Care Specialist professional designation. The FPA said it is committed to providing its members, and wider profession, with the skills and resources to meet the needs of ...

Gwen Fletcher Award winner named

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
The Financial Planning Association of Australia (FPA) has announced the winner of its prestigious biannual Gwen Fletcher Memorial Award. Jacob McCudden from Back to Back Financial Planners, an advice business based in the regional town of Young in New ...

Super SA hires former Elders manager

ELIZABETH MCARTHUR  |  MONDAY, 26 OCT 2020
... director Tony Beaven departed in November 2019, ahead of the announcement. Prior to joining Elders, Ward was a financial planner at Wise Owl Financial - the group which he sold his Impact Financial Coaching business to and continued to work alongside ...

Calls to axe TPB for financial advisers

ELIZABETH MCARTHUR  |  FRIDAY, 23 OCT 2020
There are calls to stop financial advisers having to register for the Tax Practitioners Board (TPB) after a recent reshuffle of the board has seen the regulator without an advice representative. Writing for FS Advice, Lifespan Financial Planning chief ...

Robo-advice a complement, not disruptor: Six Park

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
The advice industry is faced with increasing demand for affordable and accessible financial advice and implementing digital solutions to segment clients could be the answer, according to a new whitepaper. Digital advice provider Six Park's latest whitepaper ...

Cost of advice soars as red tape grows

ELIZA BAVIN  |  WEDNESDAY, 21 OCT 2020
With research showing the average cost for a Statement of Advice has increased 10% in 12 months, the Financial Planning Association of Australia (FPA) is warning of the detrimental impact ongoing reform is having on financial advisers and consumers. ...

Ratings house launches

KARREN VERGARA  |  THURSDAY, 8 OCT 2020
A local consulting firm has launched a research service aiming to offer quality insights into a variety of investment vehicles, particularly targeting the ratings gap in complex products. Evergreen Ratings, a subsidiary of Evergreen Consultants, analyses ...