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Showing 2301 - 2310 of 4097 results for "financial planning"

Planning firms mispriced on knowledge blacks spots

MARK SMITH  |  MONDAY, 3 JUN 2013
... embedded value of products held by clients of the practices. The most common valuation applied to a sale of financial planning practice or client book is a multiple of earnings before interest and taxes (EBIT) or a multiple of recurring revenue. Over ...

TASA now likely to include advisers by July 2013

LAURA MILLAN  |  THURSDAY, 30 MAY 2013
... consultation period finished on March 8, 2013, and Treasury received 33 submissions, including those of the Financial Planning Association (FPA), the Association of Financial Advisers (AFA) and the SMSF Professionals' Association of Australia (SPAA). ...

Platforms hold sway over fund access

MARK SMITH  |  THURSDAY, 30 MAY 2013
... the needs of investors but also the platforms, to help bring direct property investments into the mainstream financial planning space," he said. "Charter Hall has spent a lot of time with platforms and we are seeing increasing flow from that area as ...

Adviser "enshrinement" bill passes through lower house

ALICE URIBE  |  WEDNESDAY, 29 MAY 2013
... of financial advice services and for the financial advisers who provide those services." The Association of Financial Planning of Australia (FPA) also welcomed the passage of the Bill through the lower house. "The FPA has been advocating for this measure ...

Planning software not ready for FoFA opt-in hurdle

MARK SMITH  |  MONDAY, 27 MAY 2013
... requirements will have on running a successful advice business, the more influence FoFA will have when selecting financial planning software," he added. The survey also showed that a quarter of financial advisers would switch software providers over ...

Paragem FUA reaches $1.9bn after new mergers

LAURA MILLAN  |  FRIDAY, 24 MAY 2013
... after more than $100 million and current director and adviser at Dolfinwise Jason Bragger is on the Queensland Financial Planning Association (FPA) committee for board policy and regulations. Paragem managing director Ian Knox said that the growth is ...

netwealth's advice group moves advice ops

ALICE URIBE  |  THURSDAY, 23 MAY 2013
... to NAG's head Simon Micallef. NAG was launched March this year and is made up on Pathway Licensee Services, Financial Planning Services Australia (FPSA) and Bridgeport Financial Services. Micallef who is also the managing director of FPSA indicated that ...

Rubik to purchase Visor Desktop from Macquarie

STAFF WRITER  |  TUESDAY, 21 MAY 2013
... expanded into the wealth management market after entering into a binding agreement to acquire Visor Desktop financial planning software (formerly COIN Desktop) from Macquarie's Banking and Financial Services Group. "The acquisition of Visor broadens ...

Melbourne-based BDM joins Morningstar

STAFF WRITER  |  MONDAY, 20 MAY 2013
... Australia, and Tasmania. His previous positions have included director of 2integrity, a business consulting to financial planning and accounting practices; strategy consulting with Foxrock Consulting and Zest Wealth Advisers; and working in business ...

MoneySmart list of unlicensed companies approaches 700

MARK SMITH  |  FRIDAY, 17 MAY 2013
... has had 4 million unique visitors since it launched and reaches more than 300,000 people in an average month. Financial Planning Association (FPA) chief executive Mark Rantall said people should follow a very simple rule when it came to unsolicited approaches ...