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Showing 471 - 480 of 4061 results for "Financial Planning"

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 ...

Labor promises to recognise adviser experience

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
... out that working in markets is different from being a financial planner, which means the educational focus on financial planning degrees excludes much-needed expertise. "In stockbroking, there are advisers with medical degrees who are experts on health ...

FPA names new chief executive

KARREN VERGARA  |  THURSDAY, 9 DEC 2021
The Financial Planning Association of Australia announced who will take over Dante De Gori as chief executive. Sarah Abood takes the post in mid-January 2022, leaving behind her role as chief operating officer of HOPE Housing Funds Management, a not-for-profit ...

Kelly Partners acquires in NSW

KARREN VERGARA  |  MONDAY, 6 DEC 2021
... paid $4.4 million for a Penrith-based accounting firm. In April 2021, it also acquired a 51% interest in a financial planning business on the Central Coast of New South Wales. It has 17 offices in total, eight of which Kelly said qualify in the top 100 ...

CFS targets adviser market

KARREN VERGARA  |  THURSDAY, 2 DEC 2021
... expect to benefit from the large technological and operational spend as CFS works to integrate with external financial planning, accounting and other software. "We know that advisers use a plethora of software solutions, and we think there's a huge ...

FPA overcharges members

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
The Financial Planning Association of Australia has admitted to overcharging members but declined to reveal exactly how much. The FPA blamed an administrative error that incorrectly charged a higher fee for a small number of members who upgraded their ...

Lonsec bolsters sales team

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
... he spent more than eight years with AMP as a development coach and business partnerships manager within AMP Financial Planning. Newman was most recently a senior financial planner with Commonwealth Bank Financial Planning and was previously a strategic ...

Future2 commits over $1.5m in grants

CHLOE WALKER  |  TUESDAY, 30 NOV 2021
Future2, the foundation of the Financial Planning Association of Australia (FPA), has announced the awarding of $148,600 in new grants to 15 not-for-profit organisations in 2021. Future2 has now committed over $1.5 million in grants since its inception ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN  |   12:33PM
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA  |   11:56AM
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI  |   11:09AM
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |   12:20PM
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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