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Showing 2161 - 2170 of 4097 results for "financial planning"

AMP restructure to lead to job cuts

ALICE URIBE  |  THURSDAY, 16 JAN 2014
... and corporate superannuation business portfolios. Caprioli appointed Steve Helmich as executive director of Financial Planning. Michael Guggenheimer, currently managing director of AMP's biggest licensee, AMP Financial Planning (AMPFP) will have additional ...

Key PIS and Asteron execs move to Millennium3

ALICE URIBE  |  WEDNESDAY, 15 JAN 2014
... extensive background in the financial services industry includes practice development, practice management, senior financial planning and finance which places him in good stead to continue offering trusted support and development to the network," the ...

Financial Index offers $130m for Centric Wealth

ALICE URIBE  |  MONDAY, 13 JAN 2014
... founded in 200, FIWA has acquired more than 45 businesses and has around 20,000 clients accessing a retail financial planning, accounting and wealth management services.

Government releases FoFA amendments

LAURA MILLAN  |  FRIDAY, 20 DEC 2013
... planner is an impartial adviser or a sales rep, and will ultimately reduce confidence in financial advice." The Financial Planning Association (FPA) welcomed the announcement but noted that "there is still room to improve." "We feel there is more to ...

FSC asks Son of Wallis Inquiry to focus on export growth

LAURA MILLAN  |  FRIDAY, 13 DEC 2013
... standards for financial advisers and to review the impact of the FoFA and MySuper legislation on the sector. The Financial Planning Association (FPA) asked Treasury to allow time for the dust to settle after the major changes brought by the Future of ...

Advisers "hopeful" to hear FoFA changes before 2014

LAURA MILLAN  |  FRIDAY, 13 DEC 2013
... changes might take longer because they depend on the Senate, which is due to start sittings in mid-2014. The Financial Planning Association (FPA) general manager of policy and government relations Dante De Gori said that the organisation is also in talks ...

Gloomy outlook forces Crowe Horwath to trim business

LAURA MILLAN  |  THURSDAY, 12 DEC 2013
... Exchange (ASX). Financial advisers of Crowe Horwath's Melbourne-based firm will acquire a 50% interest in the financial planning, lending and risk insurance operations of that firm by February 1, 2014. The company attributes the fall of revenue to weak ...

Advisers see client numbers down: Macquarie survey

LAURA MILLAN  |  THURSDAY, 12 DEC 2013
... found that client numbers per adviser have gone down in the last year. The Macquarie Practice Consulting 2013 Financial Planning Best Practice Benchmarking Survey shows that client numbers are down from 185 clients per adviser in 2012 to 153 clients ...

One-stop-shop firms surge to gain scale against big instos

LAURA MILLAN  |  THURSDAY, 12 DEC 2013
The number of partnerships and mergers between financial planning and accountancy firms is increasing as independent businesses brace to gain scale against the big institutionally-aligned groups. Industry concentration in the past years has strengthened ...

FPA to lobby against FoFA redundancy

LAURA MILLAN  |  THURSDAY, 5 DEC 2013
The Financial Planning Association (FPA) will lobby to take the opt-in requirement and other redundancies out of the Future of Financial Advice (FoFA) reforms as soon as the government issues its proposal to amend the legislation. "Opt-in is redundant ...