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Showing 571 - 580 of 2303 results for "Financial Planner"

ASIC gives green light to FPA fees code

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
ASIC has approved the Financial Planning Association of Australia's Professional Ongoing Fees Code. Announced by FPA chief executive Dante De Gori to over 1000 delegates at the opening of the 2016 FPA Professionals Congress, it is the first code to ...

FPA recognises industry excellence

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... Awards at the FPA Professionals Congress in Perth. Tony Sandercock of wetalkmoney was named the FPA Certified Financial Planner Professional of the Year for his efforts in transforming retirement planning, his dedication to ongoing education and his ...

Education alliances to drive growth: FPA

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... said. "But also significantly, this piece of legislation tabled [today] had the requirement to enshrine the term financial planner/financial adviser, which is a significant step forward. It is a decade in the making and many in this room have fought ...

L1 capital partners for retail long short fund

ALEX BURKE  |  WEDNESDAY, 23 NOV 2016
L1 Capital has entered a distribution partnership to launch a long short fund to retail investors. The retail class of the L1 Capital Long Short Fund is based on the wholesale version, which aims to achieve a net return of at least 10% over the long-term. ...

NAB FP cuts junior advisers

KERRIE SYDEE  |  TUESDAY, 22 NOV 2016
... roles within NAB FP will be created following the realignment, with the company committed to growing its senior financial planner ranks including through the transition of eligible advisers to NAB FP's self-employed franchise business. General manager ...

Impact investing driving advice growth

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
Demand for impact investing is expected to rapidly increase as a growing number of retail and institutional investors search for investments that provide both monetary and social returns. In the last five years there have been 96 reported impact investments ...

Bridges appoints new CEO

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... Services. Stanton has more than 18 years' experience in the financial services industry, having worked as a financial planner before moving into various financial planning management positions. For the past three years Stanton has led the Western Pacific ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... $10,000 business consultancy package donated by Business Health. Shortlist for the 2016 awards: FPA Certified Financial Planner Professional of the Year Award William Johns, Health & Finance Integrated Tony Sandercook, wetalkmoney David Sharpe, Globe ...

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
... "increases the significant challenge the industry faces for succession." He added: "When the average age of a financial planner in this country is 57, and one of the sources of buyers effectively drops away, where do they go?" Harding-Davis said the ...

AZ NGA snaps up eighteenth firm

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
AZ Next Generation Advisory has acquired a Perth based financial planning firm and revealed plans to establish a 'Next-Generation Eco-system.' AZ Next Generation Advisory (AZ NGA) has signed a binding sale and purchase agreement to acquire On-Track ...