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Showing 771 - 780 of 4095 results for "Financial planning"

FASEA unclear why advisers are quitting

ELIZABETH MCARTHUR  |  MONDAY, 25 MAY 2020
... did say FASEA takes enquiries directly from advisers and corresponds with advice associations including the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA), as well as the SMSF Association among others. ...

MLC launches new advice business

JAMIE WILLIAMSON  |  MONDAY, 25 MAY 2020
... GWM Adviser Services. It will stand alongside Godfrey Pembroke, MLC Connect and salaried adviser business NAB Financial Planning, which will soon be rebranded to MLC Advice. According to an MLC spokesperson, there is currently 81 advisers attached to ...

FASEA extension en route

HARRISON WORLEY  |  FRIDAY, 22 MAY 2020
... representing different interests offered a mix of responses to the government's decision yesterday. The Financial Planning Association of Australia was pleased, and called on the Senate to "urgently" turn its attention to the FASEA extension bill. ...

How advice can conquer stigma

HARRISON WORLEY  |  WEDNESDAY, 20 MAY 2020
Hostplus' head of advice and financial planning believes providing modules of the comprehensive financial advice model might help to reduce stigmas which stop people from getting help with their finances. Appearing as part of an online panel discussing ...

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 ...