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Showing 431 - 440 of 4061 results for "Financial Planning"

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 ...

Winner of Gwen Fletcher Memorial Award 2022 announced

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 MAR 2022
The Financial Planning Association of Australia (FPA) has congratulated the first winner of the Gwen Fletcher Memorial Award for 2022. Melbourne-based senior advice compliance analyst Danica Lozada of Industry Fund Services has taken home the award. ...

FPA pushes for advice law simplification

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
... Heavy-handed regulations puts financial advisers at significant risk of breaching the law, according to the Financial Planning Association of Australia, which is urging the government to strip out layers of complexity in the latest round of reforms. ...

Coterie invests in wealth platform

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... platform 'like' solution that is gaining significant traction in private client businesses and mainstream financial planning businesses," he said. Launched in 2010, Integrated's funds under administration has grown to $10 billion, jumping ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... have outperformed the relevant benchmarks. In December, Madison acquired the client register of CHL Bayswater Financial Planning and Mi Wealth Plan, Perth-based firms, for $232,000 in a bid to expand in Western Australia. Meanwhile, Diverger, formerly ...

KPMG family business consultants launch advisory firm

CHLOE WALKER  |  MONDAY, 28 FEB 2022
... broader and dedicated support to our business families including M&A, capital structure optimisation, strategic & financial planning, family office, philanthropy & social impact and next generation transition and development." According to the firm ...

Aussie CFPs move toward 5000

KARREN VERGARA  |  WEDNESDAY, 23 FEB 2022
... Certified Financial Planners added 164 professionals to the fold last year, taking the total to nearly 5000. The Financial Planning Association of Australia, which is the certification body for the CFP designation in the country, recorded 4966 members ...