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| | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... said, despite this, it is aiming to grow funds under advice organically and through strategic acquisitions of financial planning businesses. It said regulation and change in industry dynamics may lead to enhanced opportunities to acquire new businesses. ... |
| | | | The Financial Planning Association of Australia (FPA) has announced the winner of its prestigious biannual Gwen Fletcher Memorial Award. Jacob McCudden from Back to Back Financial Planners, an advice business based in the regional town of Young in New ... |
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