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Showing 421 - 430 of 4057 results for "Financial planning"

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 ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
The Financial Planning Association holds the lion's share of membership as nearly 40% of advisers report they are part of the professional body. Some 38% or 7239 active advisers on ASIC's Financial Adviser Register are members of the FPA based on the ...

WT Financial Group acquires Synchron

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... the group. Synchron had 422 advisers on its book at the end of 2021, making it the fourth largest behind AMP Financial Planning, SMSF Advisers Network and Morgans Financial, Rainmaker analysis of the ASIC FAR data shows. The total consideration of $7.96 ...

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
... more than likely a political stunt to 'calm the waters' before the election," he said. Conversely, the Financial Planning Association of Australia chief executive Sarah Abood welcomed Levy's appointment. Abood said the QAR is the "the perfect ...

Flexible work expectation gap widens

KARREN VERGARA  |  WEDNESDAY, 9 MAR 2022
... navigates operating in a post-COVID environment. Speaking on a panel for International Women's Day yesterday, Financial Planning Association of Australia chief executive Sarah Abood said it is critical for leaders to consult staff and ask questions about ...