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Showing 951 - 960 of 4097 results for "financial planning"

FPA launches Tinder for advisers

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
The Financial Planning Association of Australia has launched a new online service to match Australians with their ideal financial adviser. The Match My Planner service is designed to create matches between clients and advisers. The potential clients' ...

Advice associations weigh in on member interests bill

HARRISON WORLEY  |  FRIDAY, 19 JUL 2019
... First Bill that riled AustralianSuper earlier in the week, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have revealed the two see eye to eye on some, but not all, matters. Both associations said ...

CPA, CAANZ designations approved

KANIKA SOOD  |  THURSDAY, 18 JUL 2019
... coursework to attain the Certified Practicing Accountants (CPA) from 1989 onwards. Advisers who completed certain financial planning related subjects as a part of their CPA coursework 1989 onwards will be able to get two credits. The subjects that could ...

Platform provider divests advice firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
An ASX-listed platform provider has sold its 50% equity holding in a Queensland-based financial planning practice. Xplore Wealth has divested its holding in McGregor Wealth Management, signing an agreement to transfer its shareholding back to an entity ...

Subscription advice brings in US $1 billion

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... that clients can access 24/7. Charles Schwab vice president Cynthia Loh said: "The move to subscription-based financial planning came as a direct result of client feedback about the appeal of this pricing approach, and it's clear from these early results ...

Wealth jobs in demand

HARRISON WORLEY  |  MONDAY, 15 JUL 2019
... flip side, Hays said the supply of paraplanners would not meet the industry's demand, given an increase in financial planning roles would naturally increase the need for paraplanners to offer technical support. Employers are slightly less likely ...

Remembering Ron Grima

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JUL 2019
... recruiting and training financial advisers. He then spent two and a half years in a similar role for Lend Lease Financial Planning as state development manager. Later, he held senior roles with Perpetual, Invesco, AXA and Equity Trustees. A sports fan ...

MetLife, AFA call for more diversity in advice

ELIZABETH MCARTHUR  |  THURSDAY, 27 JUN 2019
... quality financial advice because we believe it enables people to lead better and more prosperous lives." "We want financial planning to become the career of choice for high calibre women in Australia, so that the profession can attract and nurture more ...

AstuteWheel adds capability

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
Financial planning software provider AstuteWheel launched the third generation of its software solution, with new regtech capabilities. The third generation of the firm's software adds functionality, with a new base product allowing advisers to onboard ...

Former Westpac adviser permanently banned

JAMIE WILLIAMSON  |  WEDNESDAY, 26 JUN 2019
... Adviser Register, Luthra was licensed by Westpac from March 2013 to April 2016. He is also a member of the Financial Planning Association of Australia (FPA). Luthra prioritised his interests over those of his clients to maximise the fees and commissions ...