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Showing 741 - 750 of 4061 results for "Financial planning"

Client drags advice firm, advisers to court

KANIKA SOOD  |  WEDNESDAY, 20 MAY 2020
... Robert Patterson and three related companies. Their company 8888 Group provided accounting, wealth advice and financial planning to her between 2013 and 2015. Despite shuttering, Spectrum Wealth is still listed as the firm's licensee on its website ...

FASEA blame game on in earnest

HARRISON WORLEY  |  FRIDAY, 15 MAY 2020
... the bill when it returned on June 10, and said Labor had heard from both the Financial Services Union and the Financial Planning Association of Australia about what the legislation means to "ordinary financial planners". "Australians deserve to be able ...

Practice valuations avoid COVID-19 hit

HARRISON WORLEY  |  THURSDAY, 14 MAY 2020
... try and get a little bit more leverage or discount in the negotiations," Birt said. "But really, a quality financial planning business today is probably selling for a very similar price to what it was six months ago." Connect Financial Service Brokers ...

South Australian wealth firms merge

KANIKA SOOD  |  WEDNESDAY, 13 MAY 2020
An Adelaide wealth advisory and accounting practice has acquired a private wealth firm that was named the Financial Planning Association of Australia's Professional Practice of the Year in 2018. Perks is expanding its Perks Private Wealth business after ...

CountPlus acquires firm

ELIZABETH MCARTHUR  |  TUESDAY, 12 MAY 2020
... principal Ian George said: "Our due diligence revealed Centenary has a quality client base, which will bolster the financial planning practice offering of CountPlus One." Just over a month ago, Count Financial became the licensee of Affinitas, an accounting-led ...

TradeFloor acquires tech solutions

ALLY SELBY  |  MONDAY, 11 MAY 2020
... Janiczak have acquired a 50% stake of OpenMarkets Group, which now includes TradeFloor, for $25 million." CCUBE, a financial planning and wealth management technology solution, entered voluntary administration as a result of the COVID-19 crisis. More ...

Government delays RC implementation timeline

HARRISON WORLEY  |  MONDAY, 11 MAY 2020
... while administering over $9 billion in early release of super payments to more than 1 million Australians." Financial Planning Association of Australia chief executive Dante De Gori said the FPA welcomed the clarity the decision provided the sector ...

FASEA extension to pass next week

ELIZABETH MCARTHUR  |  FRIDAY, 8 MAY 2020
In a webinar for the Financial Planning Association of Australia members, assistant minister for superannuation, financial services and financial technology Jane Hume delivered some welcome news about the extension to FASEA requirements. Hume confirmed ...

Former Cbus advice head launches referral program

KANIKA SOOD  |  FRIDAY, 8 MAY 2020
... referral program, looking to connect superannuation funds, accounting firms and other service organisations with financial planning groups. fpCentral, offered by Harper's firm Financial Advice Services Institute (FASI), will connect the two sides ...

Former licensee head in new role

JAMIE WILLIAMSON  |  WEDNESDAY, 6 MAY 2020
... as part of its decision to exit personal financial advice. Fisher brings more than 20 years' experience in financial planning, a decade of which was spent working across Westpac and BT Financial Group. He has also previously held roles with Macquarie ...