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Showing 651 - 660 of 4061 results for "Financial planning"

Count Financial targets growth with new hire

ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
... number of advisers and practices within NAB's self-employed licensees. Prior to joining NAB, Carlton was head of financial planning for Victoria and Tasmania at AMP and was responsible for the performance of 180 advice practices. Count Financial chief ...

End of the road for advice qualifications

JAMIE WILLIAMSON  |  TUESDAY, 24 NOV 2020
Described as the 'end of an era', the Diploma of Financial Planning and Advanced Diploma of Financial Planning have been removed from the national regulator's register of vocational education and training. On November 3, the Australian Skills ...

Rice Warner hires former First State deputy chief

KANIKA SOOD  |  MONDAY, 23 NOV 2020
... outcomes for their members," Arnott said. Arnott held the role of deputy chief executive since the integration of financial planning and advice business, StatePlus, into the First State organisation in 2019. Prior to that, he was chief executive officer ...

Sequoia reveals strategic plans

ANNABELLE DICKSON  |  FRIDAY, 20 NOV 2020
... numbers to increase to 450 by end of 2021. Sequoia chair John Larsen said: "The board of Sequoia believes the financial planning industry has a bright future, as a consequence we are looking to increase our adviser numbers." In addition, Sequoia said ...

FPA board member joins new firm

ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
Financial Planning Association of Australia (FPA) board member Julie Matheson has joined Peloton Partners. The Melbourne based financial services consultancy was founded by Rob Jones and Michael Harrison, both former Shadforth financial advisers. Matheson ...

Financial adviser reference checks under scrutiny

ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
... take longer where agreed between both licensees but cannot take any more than 20 days. In March this year, the Financial Planning Association of Australia threw its weight behind the proposed protocol. In its submission on the proposed legislation, the ...

Zurich adds to leadership team

JAMIE WILLIAMSON  |  WEDNESDAY, 18 NOV 2020
... and head of Zurich Propositions, he held a range of roles over his 11 years with ANZ including head of ANZ Financial Planning. Meanwhile, Allianz Retire+ executive Jacqui Lennon will join the insurer in the New Year as head of customer and digital. She ...

Praemium improves on-boarding

KARREN VERGARA  |  WEDNESDAY, 18 NOV 2020
... platform is helping financial advisers on-board clients more efficiently. Praemium's integration with Iress' financial planning software Xplan enables advisers to initiate new applications more seamlessly. The new functionality means the double entry ...

Advice firms need technology to survive: FPA

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
The use of technology will be crucial to the sustainability of advice firms, new research shows. The Financial Planning Association's (FPA) recent survey undertaken by CoreData found that just over half of financial advisers surveyed (50.7%) believe ...

FPA announces new specialist designation

ELIZA BAVIN  |  THURSDAY, 12 NOV 2020
The Financial Planning Association of Australia (FPA) has launched the FPA Aged Care Specialist professional designation. The FPA said it is committed to providing its members, and wider profession, with the skills and resources to meet the needs of ...