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| | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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. ... |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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