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Showing 81 - 90 of 1731 results for "Financial planners"

Fiducian profit, growth jump

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... substantial marketing effort is being devoted to attract new clients and build the distribution base through quality financial planners," he said. "There are a number of financial planners in discussion with us to join the network and after qualifying ...

FPA calls for levy overhaul

ANNABELLE DICKSON  |  WEDNESDAY, 3 FEB 2021
... adviser numbers, which was 3100 over the 2019/20 financial year. "In three years of operation, the levy for financial planners will likely have more than doubled and there is no indication that increases of this scale will cease for 2020-21 or future ...

Hume advocates for affordable advice

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
... many consumers and more than they are willing to pay. For example, in 2019, Investment Trends reported that financial planners estimated that the average cost for full or comprehensive advice was $2900. For more limited advice, they estimated $1500," ...

Six Park launches ESG options

ELIZA BAVIN  |  FRIDAY, 15 JAN 2021
... was a priority for the next generation of investors, and these investors are the future clients of Australian financial planners and accountants," Garrett said. "We're excited to be partnering with Summerhill, which is a future-led practice that understands ...

Bell Financial Group profits up 44%

KANIKA SOOD  |  THURSDAY, 14 JAN 2021
... and superannuation), third-party platform (including third-party clearing and share trading for institutions, financial planners, private clients), and Bell Porter Capital (margin lending, cash accounts, structured loan products). Its first half revenue ...

Retiree strategies need greater attention: Research

ANNABELLE DICKSON  |  WEDNESDAY, 6 JAN 2021
... Dinham said as the retiree client group grows it is essential advisers are equipped with the right tools. "Financial planners are at the frontline of helping people make the most of their assets and achieve their best possible retirement," he said. "However ...

Key advice reforms tabled

KARREN VERGARA  |  THURSDAY, 10 DEC 2020
... notice and anniversary date operation," he said. "These changes demonstrate positive outcomes achieved for financial planners by the FPA so they can concentrate on assisting clients rather than managing administrative paperwork."

Government to wind up FASEA

KARREN VERGARA  |  WEDNESDAY, 9 DEC 2020
... disciplinary body". "This body should have primary responsibility for government oversight of the conduct of financial planners, setting mandatory professional standards, investigating potential breaches of mandatory standards and law, and applying discipline," ...

Shadforth executive moves to Akambo

ELIZABETH MCARTHUR  |  FRIDAY, 4 DEC 2020
... he was head of advice for Victoria and South Australia for five years. "He takes over a team of experienced financial planners dedicated to servicing the group's large network of accounting firms with whom it partners to create an integrated wealth ...

FPA announces 2020 award winners

KANIKA SOOD  |  THURSDAY, 26 NOV 2020
... confidence shone through his presentation to the FPA Awards judges. He's an incredible role model for young financial planners," FPA chief executive Dante De Gori said. His firm is also the winner of FPA Professional Practice of the Year Award. "The ...