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Showing 941 - 950 of 4061 results for "Financial planning"

Advisers forgo charitable conversations: Poll

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
... general manager Emma Sakellaris says discussing clients' philanthropic objectives should be a key component of financial planning conversations - not just for clients considered to be wealthy. It has the potential to result in stronger client relationships ...

Mercer names administration services lead

KARREN VERGARA  |  WEDNESDAY, 15 MAY 2019
... department in 2004 and returned in May 2010 as a financial advice leader. She was the chief executive of the Financial Planning Association of Australia between 2016 and 2010. Her successor previously held senior roles at Superpartners across client ...

Advice and accounting align post-Royal Commission: CountPlus

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... the future for every $100 a firm brings in, $60 will be from accounting services. The balance will come from financial planning and self-managed super fund services. It also found that most Australians who paid for advice received good value in return. ...

Midwinter acquires InvestmentLink

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
Midwinter announced changes to its leadership team after completing the acquisition of financial planning software provider InvestmentLink. InvestmentLink contains over 4.4 million client accounts across 300 superannuation and managed funds. It has ...

Advice practice supply outweighs demand

JAMIE WILLIAMSON  |  MONDAY, 13 MAY 2019
... clients could sell for up to 1 times. "Therefore, the difference today between the valuation of a high-quality financial planning practice compared to a conventional one is possibly up to 1.5 times the recurring revenue. Before 2018 it would have been ...

SMSF wind-ups spike: ATO

ELIZABETH MCARTHUR  |  THURSDAY, 9 MAY 2019
... last five years - reaching a high of 1,102,730 last year. Liam Shorte, director and SMSF specialist at Verante Financial Planning, said these numbers come after an ATO crackdown on non-reporting SMSFs. He further explained the increase in SMSF wind-ups ...

Former AMP adviser pleads guilty

JAMIE WILLIAMSON  |  WEDNESDAY, 8 MAY 2019
... and for other purposes, the regulator found. At the time, Martin was an authorised representative of Charter Financial Planning, owned by AMP. He was also previously licensed by now-defunct The Salisbury Group. Martin is due to be sentenced on August ...

Financial advice drags BTFG results

KARREN VERGARA  |  MONDAY, 6 MAY 2019
... continues to offload its loss-making financial advice arm, its latest interim results show. BTFG has reduced its financial planning workforce by about 28%, from a total of 939 to 679 salaried and aligned financial advisers, in the six months to March ...

CountPlus acquires stake in advice firm

KARREN VERGARA  |  TUESDAY, 30 APR 2019
... firm as Prime Financial Group offloads its minority interest. CountPlus acquired a 20% interest in Rundles Financial Planning, as well as a 40% stake in accounting firm Rundles Prime. Total consideration for the Melbourne-based firms is a cash payment ...

AFCA changes could impact PI cover cost: FPA

HARRISON WORLEY  |  TUESDAY, 23 APR 2019
The Financial Planning Association of Australia is urging AFCA immediately consider and investigate the potential impact of its proposed legacy claims rule on professional indemnity insurance, with fears the cost of PI cover may rise. The FPA is concerned ...