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Showing 421 - 430 of 4061 results for "Financial Planning"

3000 advisers left industry last year

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 APR 2022
... entrants into the sector in the year to March end doubled from 84 at end 2021 to 156 at end March 2022. AMP Financial Planning is the largest advice licensee with 588 financial advisers, ahead of second place Morgans Financial with 452 and Synchron with ...

28% of super products rated AAA

ELIZABETH MCARTHUR  |  THURSDAY, 7 APR 2022
... and complaints resolution process as well as communications with members and effectiveness of administration. Financial planning and advice services and loyalty programs which may provide a value add to members are also considered in the assessment. ...

Tax Practitioners Board adds two new members

ANDREW MCKEAN  |  WEDNESDAY, 6 APR 2022
... communities. He has been a board member of the Gaming and Wagering Commission of WA and director of Dobson Financial Planning. The chair of the TPB, Ian Klug, welcomed and congratulated the two new members. "These appointments will ensure that the TPB ...

Border rule-breaking former adviser banned

JAMIE WILLIAMSON  |  TUESDAY, 5 APR 2022
... Northern Territory using false documents. Police acted on an anonymous tip-off. Less than a month later, Capstone Financial Planning - his licensee - revoked his authorisation after he was convicted of failing to comply with a direction under the Emergency ...

Practice valuations to normalise: Report

JAMIE WILLIAMSON  |  THURSDAY, 24 MAR 2022
... 2.3x and 3.0x recurring revenue for annual client fees above $3000 and 2.5x to 3.0x for those over $5000. A financial planning business that is co-located with its buyer can fetch between 2.2x and 3.0x recurring revenue, while a risk/super only client ...

UK advice firm enters Australia

JAMIE WILLIAMSON  |  WEDNESDAY, 23 MAR 2022
... Management has entered the local advice market, looking to capitalise on the growing need for cross-border financial planning. In a statement, the firm said: "We are delighted to formally announce Skybound's expansion into Australia. This exciting development ...

Dealer group faces anti-hawking charges

JAMIE WILLIAMSON  |  TUESDAY, 22 MAR 2022
... products. National Advice Solutions is privately owned and describes itself as a "dealer group offering end to end financial planning solutions". It is headed by managing director and responsible manager Gail Glasby and responsible manager Paul Carcallas. ...

Midwinter scores AIA mandate

CHLOE WALKER  |  MONDAY, 21 MAR 2022
... effectively." AIA Financial Wellbeing was created when Commonwealth Bank transferred some of its Commonwealth Financial Planning advisers to the insurer as part of its broader plan to shutter the licensee. It operates under a separate AFSL to the insurer ...

Experienced advisers in education limbo

KARREN VERGARA  |  MONDAY, 21 MAR 2022
... she does not honour her commitment. We can only hope she values her credibility," Jones said. Meanwhile, the Financial Planning Association chief executive Sarah Abood commented that the association "strongly believes that any proposal to better accommodate ...

Adviser numbers close in on 17k

KARREN VERGARA  |  FRIDAY, 18 MAR 2022
... follows a similar trend in which 800 hung up their boots between mid-December 2021 and 20 January 2022. AMP Financial Planning currently leads the pack in terms of adviser numbers with 591, losing only eight representatives between March 17 and mid-December ...