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Showing 461 - 470 of 4058 results for "Financial planning"

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... (647) and owns 5.8% of the market. Synchronised Business Services (422) comes second place, along with Capstone Financial Planning (267), Lifespan Financial Planning (251), Count Financial (249), Ord Minnett (239) and Alliance Wealth (215). As a result ...

Vale Chris Regenass

JAMIE WILLIAMSON  |  MONDAY, 17 JAN 2022
... big enough to be a licensee in its own right," Trapnell said. Prior to joining the licensee, he led AMP's financial planning business for more than three years, overseeing AMP Financial Planning, Charter Financial Planning and Hillross Financial ...

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... Elliott is currently the president of Grid 202 Partners, an investment advisory firm based in Washington, DC. Her financial planning and investment experience spans two decades. She has worked for the likes of Vanguard and Dimensional Fund Advisors across ...

Sequoia Financial Group acquires legal practice

CHLOE WALKER  |  MONDAY, 10 JAN 2022
... solutions for SMSFs, business structuring and succession. Clients of TDL have traditionally been accounting, financial planning and other legal practices, as well as SME's and HNW clients who are seeking a high-quality legal service. Sequoia said ...

Demand for retiree client book increases

KARREN VERGARA  |  SATURDAY, 1 JAN 2022
... and over have multiples of 1.0x to 1.5x. Since the March 2021 price guide, the activity in selling and buying financial planning businesses has been frantic, Radar Results founder John Birt said. "In 13 years (since the GFC), prices have moved up for ...

Shoddy exam feedback fuels adviser stress

KARREN VERGARA  |  WEDNESDAY, 22 DEC 2021
... feedback is the same for me even after studying, so someone is lying to you about this," the adviser said. The Financial Planning Association of Australia said there have been occasions where it had to ask FASEA to speak to a member after the exam to ...

Disqualified adviser convicted of managing company

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... in 2015 after the court found that she defrauded $5.9 million from clients over 20 years. Scott ran her own financial planning business, Roach Graham Scott, between January 1989 and December 2012. Between September 1992 and June 1996, she was a securities ...

Adviser population drops below 19,000

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... SMSF Advisers Network dominates the adviser landscape, with the highest number of active advisers at 635. AMP Financial Planning (599) and Morgans Financial (473) round out the top three. Meanwhile, Synchron (404), Charter Financial Planning (382) and ...

MLC Life adds to retail distribution team

JAMIE WILLIAMSON  |  THURSDAY, 16 DEC 2021
... Asteron Life, Perrotto will work with advisers in New South Wales. He brings more than 13 years' experience in financial planning and life insurance. Both Galvin and Tsimbouris are based in Victoria, and both bring significant experience in financial ...

Kelly Partners acquires Canberra firm

CHLOE WALKER  |  THURSDAY, 16 DEC 2021
... Northern Beaches. Through Kelly Partners Northern Beaches, an agreement was signed to acquire an accounting and financial planning business located in Northern Beaches, NSW. Following completion on February 1 next year, the accounting team of the acquired ...