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Showing 2271 - 2280 of 4097 results for "financial planning"

Financial planners opt for software homogeneity

JAMES FERNYHOUGH  |  FRIDAY, 5 JUL 2013
The financial planning software market is looking more and more like a one-horse race, according to research by Investment Trends. In its May 2013 Planner Technology Report, Investment Trends found that IRESS's platform XPLAN has increased its market ...

Corporate super advisers see revenue decline under FoFA

LAURA MILLAN  |  THURSDAY, 4 JUL 2013
... superannuation funds as we have done until now, but we will still be involved in corporate super advice," he said. The Financial Planning Association (FPA) general manager of Policy and Standards Dante De Gori said that corporate super advice will have ...

Former ING DIRECT BDM joins EBX

MARK SMITH  |  THURSDAY, 4 JUL 2013
... in roles in developing and distributing structured products, retirement planning, small business consulting, financial planning, practice development and superannuation. Ibbotson holds a degree in Industrial Relations and a Diploma in Management and ...

HUB24 platform adds two dealer groups

LAURA MILLAN  |  THURSDAY, 4 JUL 2013
Investorfirst has added two new independent dealers to its HUB24 investment platform, which now has 42 financial planning groups. Melbourne-based Unison Financial Group and Sydney-based New World Financial Advisers have been the latest dealer groups ...

FoFA still in need of changes: industry

LAURA MILLAN  |  WEDNESDAY, 3 JUL 2013
... regime to operate as it was intended and for advice to be more accessible and affordable for consumers." The Financial Planning Association (FPA) is concerned over planner preoccupation with fee disclosure statements. "It's only an administration point ...

IPA issues FoFA aligned draft standard

LAURA MILLAN  |  WEDNESDAY, 3 JUL 2013
The Institute of Public Accountants (IPA) has issued a draft document for a financial planning services standard alternative to the current APES 230, the standard for financial advice services by the Accounting Professional and Ethical Standards Board ...

Platforms surpass pre-GFC levels

LAURA MILLAN  |  MONDAY, 1 JUL 2013
... from running a specialist insurance and estate planning practice," Edmondson said. In March 2013, the big four financial planning divisions and AMP controlled 54% of the market managed 48% of all advisers' FUA. On the other hand, independently owned ...

But industry bodies see FoFA delay "unlikely"

LAURA MILLAN  |  FRIDAY, 28 JUN 2013
... yesterday in Canberra. "I can't see space for a delay, this shifting of dates seems unlikely to happen," the Financial Planning Association (FPA) chief executive Mark Rantall said. Rantall said planners have been "working hard" to meet the requirements ...

Advisers saturate HNW space

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
... of serving HNWs, a space where high specialisation and full-time dedication are required. "Applying retail financial planning tools to HNW clients doesn't work." The report found out that it costs an average planner $2,350 to provide full advice to clients ...

Guardian Advice invests in WA planning firm

MARK SMITH  |  WEDNESDAY, 26 JUN 2013
... Advice has launched its new Practice Equity Model with its first equity investment in West Australian-based financial planning firm Capital Managers. Guardian Advice said the equity partnership with Capital Managers would support the firm's succession ...