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| | | ... 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 ... |
| | | | ... division for nearly five years and in total, has been with the AMP group for 11 years, starting out as head of financial planning for Hillross Financial Services and AMP Financial Planning. Before AMP, she worked at NAB as the head of franchise management ... |
| | | | ... secured a new general insurance AFSL which will allow SEQ General Insurance to operate in the same way Interprac Financial Planning does for risk advisers and compete with other general insurance brokerages offering an authorised representative service. ... |
| | | | ... provided at least 17,500 customers with written disclosure documents advising them they would receive an annual financial planning review and another 7,800 customers entered ongoing advice service arrangements that included provision of an Annual Review ... |
| | | | Managed accounts platform WealthO2 has merged with financial planning software firm ROAR Software and wealth platform software specialist NEO. Wealth02 chief executive Andrew Whelan said the merger will significantly grow the business. "The coming together ... |
| | | | ... ASX-listed wealth management group after working as its director since October 2016. Rowe is the former chair of the Financial Planning Association of Australia. He was also an Australian representative at the Financial Planning Standards Board in the ... |
| | | | ... industry stakeholders, who largely voiced concerns that the scheme should expand to all financial services. The Financial Planning Association of Australia (FPA), along with 14 other industry bodies, continue to push for expanding the CSLR's jurisdiction ... |
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