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Showing 761 - 770 of 4061 results for "Financial planning"

FPA launches benchmarking tool

ALLY SELBY  |  WEDNESDAY, 8 APR 2020
The Financial Planning Association of Australia has today launched an online index set to allow financial planners to benchmark the success of their business relative to their peers. In partnership with global market research consultant CoreData, the ...

Fiducian grows adviser network

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
Fiducian Financial Services has added three new advisers to its national financial planning network, taking its total to 74. The company said it has continued to grow, opening two new franchises at the end of 2019 with three more set to open this month. ...

Count Financial bolsters leadership team

ALLY SELBY  |  MONDAY, 6 APR 2020
... standards from April 14. Creswell previously worked with Countplus chief executive Matthew Rowe to develop the Financial Planning Association of Australia's code of ethics and professional standards, now used globally through the Global Financial Planning ...

Chant West takes Zenith acquisition to court

KANIKA SOOD  |  MONDAY, 6 APR 2020
... on an urgent basis. Zenith declined to comment. Separately, the company has received buyer interest for its financial planning software business Enzumo. Enzumo was not a part of the sale to Zenith. Its potential buyer was not named but Chant West clarified ...

ASIC cancels slew of AFSLs

JAMIE WILLIAMSON  |  FRIDAY, 3 APR 2020
... failed to lodge annual financial reports and auditor reports for 2017, 2018 and 2019. Finally, a Queensland financial planning and stockbroking firm FS Securities had its licence cancelled on March 5 after it failed to meet the "base level financial ...

Industry bodies work to ease regulatory burdens

ELIZABETH MCARTHUR  |  FRIDAY, 3 APR 2020
... downturn - especially when it comes to early access to super. The Regulatory Burden Taskforce - comprised of the Financial Planning Association of Australia, SMSF Association, Institute of Public Accountants, Chartered Accountants and Certified Public ...

Could relief on advice compliance save consumers?

ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
... the media is highlighting the need to be careful of scams and is encouraging consumers to get professional financial planning assistance, although it is hard to provide it, in the current regulatory environment." The SMSF Association too is wary of how ...

New firm joins Count Financial network

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 APR 2020
... Count Financial has become the licensee of an accounting-led financial advice firm in Queensland. Affinitas Financial Planning has joined Count Financial as its newest corporate authorised representative. Affinitas Financial Planning managing director ...

Chant West sale hits roadblock

KANIKA SOOD  |  TUESDAY, 31 MAR 2020
... said. The sale was to include Chant West's superannuation research and consultancy business but leave out the financial planning technology business Enzumo. The expected completion date was March end, and Chant West announced it would have 10 cents per ...

Wealth manager appoints new head of advice

HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
... roles, including two years as an advanced financial planner, having kicked off his career as a planner Empire Financial Planning in 2010. Howell's appointment wraps up a month of significant change at ClearView. Late last week it was rated for the ...