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Showing 621 - 630 of 4058 results for "Financial planning"

Australia to echo UK advice growth

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... Intelligent Office software platform will come up against IRESS as it offers client relationship management, financial planning, client reporting, portfolio valuation and adviser-led automated advice. Intelliflo chief executive Nick Eatock said it will ...

FPA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award. Named after the late "first lady of financial planning", the award recognises ...

Count Financial expands national reach

ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
... announced three new firms have been added to its national network of advice businesses. Plan Protect and YS Financial Planning from Sydney and Financial Stability from Melbourne are the three newest firms in the CountPlus-owned licensee. Plan Protect ...

Dealer group bolsters leadership

ELIZABETH MCARTHUR  |  MONDAY, 8 FEB 2021
... owned financial advice dealer groups has made two key hires. Kevin Mayne and Lisa Ng are both joining Lifespan Financial Planning as national practice development managers. Mayne joins Lifespan after five years as regional manager at Elders Financial ...

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
... Intelligent Office software platform will come up against IRESS as it offers client relationship management, financial planning, client reporting, portfolio valuation and adviser-led automated advice. Centrepoint Alliance chief executive Angus Benbow ...

FPA calls for levy overhaul

ANNABELLE DICKSON  |  WEDNESDAY, 3 FEB 2021
The Financial Planning Association of Australia (FPA) has recommended a review of the financial advice industry levy ahead of this year's federal budget. The FPA is calling on the government to review the ASIC industry levy and move away from annual ...

HUB24 completes Paragem sale

ELIZA BAVIN  |  TUESDAY, 2 FEB 2021
... board in September 2015 and is the chair of HUB24's remuneration and nomination committee. He co-founded the financial planning firm Snowball in 2000, which merged with Shadforth in 2011 and is now the ASX-listed SFG Australia. McDonald is also non-executive ...

Reference checks should cover all advice: FPA

KARREN VERGARA  |  MONDAY, 1 FEB 2021
... general advice and to anyone that has the ability to influence the financial advice process, according to the Financial Planning Association of Australia. In its submission to ASIC for Consultation Paper 333 Implementing the Royal Commission recommendations ...

Ord Minnett expands footprint

ANNABELLE DICKSON  |  FRIDAY, 29 JAN 2021
... management group has opened the doors to its new office in Tasmania which will offer full-service stockbroking and financial planning. The office is led by senior investment adviser and branch manager Luke Rybarczyk, previously a client adviser at Bell ...

ASIC bans former IOOF, MLC adviser

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 JAN 2021
... decade as an authorised representative of Meritum. Pavlidis' LinkedIn profile says that he has a Diploma of Financial Planning and a Bachelor of Business, Economics and Marketing. His LinkedIn also shows that in the 1980s and 90s he was a sales representative ...