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Showing 461 - 470 of 4062 results for "financial planning"

Perpetual holds steady

ELIZABETH MCARTHUR  |  FRIDAY, 28 JAN 2022
... company also reported progress during the quarter on the integration of two recent acquisitions, Jacaranda Financial Planning in PP and Laminar Capital, which are owned by PCT. Based on preliminary unaudited financials for the half year ending 31 December ...

Fin365 to launch hybrid advice platform

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
... levels. At the point they identify a need for full-service advice, they will be seamlessly transitioned to a financial planning firm whose practice management system is directly connected to the platform," Fin365 chief executive Stephen Handley said. ...

CBA Group Super overhauls service providers

JAMIE WILLIAMSON  |  TUESDAY, 25 JAN 2022
... replaces Colonial First State Investments, while the financial advice mandate was previously held by Commonwealth Financial Planning. Commonwealth Financial Planning was closed in November last year, but not before part of it was transitioned to AIA ...

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... there were 18,822 financial advisers. Early that year, the total population stood at 21,103. Currently, AMP Financial Planning is home to the largest number of advisers, with 595, followed by the SMSF Advisers Network with 544 and Morgans Financial with ...

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 ...