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Showing 661 - 670 of 4095 results for "Financial planning"

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 ...

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 ...