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Showing 631 - 640 of 4061 results for "Financial Planning"

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 ...

Hume advocates for affordable advice

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
... financial adviser and the maximum amount they will pay for comprehensive personal advice is $550. "In 2020, the Financial Planning Association of Australia indicated that on average their members charged $2671 for an SOA," ASIC's Consultation Paper ...

Fidelity enters UK advice market

ELIZA BAVIN  |  TUESDAY, 19 JAN 2021
... services, with plans for further expansion in the future with the addition of estate, tax optimisation and financial planning services. Fidelity said the wealth management arm aims to bring flexibility so customers can select the services which are most ...

AMP adviser numbers shrivel

ELIZABETH MCARTHUR  |  TUESDAY, 12 JAN 2021
... advisers. The largest AFSL is now the SMSF Adviser Network which had 839 advisers as at 31 December 2020. AMP Financial Planning lost the most advisers of any AFSL in 2020, with 345 departing between January and December. Between December 17 and December ...

FASEA urges advisers to maximise exam sittings

ELIZABETH MCARTHUR  |  MONDAY, 11 JAN 2021
... to an approved degree. In December, FASEA approved two more degrees - the Bachelor of Commerce majoring in financial planning offered by the University of New South Wales and the Graduate Diploma in Financial Planning offered by the University of Tas ...

Retiree strategies need greater attention: Research

ANNABELLE DICKSON  |  WEDNESDAY, 6 JAN 2021
... to change to provide for the needs of retiree clients, new research shows. Fidelity International with the Financial Planning Association of Australia (FPA) and CoreData released a report Building Better Retirement Futures, which aims to equip advisers ...

Season's Greetings from Financial Standard

STAFF WRITER  |  MONDAY, 21 DEC 2020
... challenging year. We will continue to bring you the most important stories and developments in wealth management, financial planning and superannuation in the New Year. Our offices will take a short break and re-open on Monday, 4 January 2021. We take ...

Advice firm merges with boutique

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... structuring provided by Apt Wealth Partners." Tate-Lovery was recently named on the FS Power 50 and also won the Financial Planning Association's Distinguished Service Award for her contribution to the board of the FPA, after the expiration of her term ...