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| | Financial planning tech firm DASH has added a chief operating officer and an experienced superannuation specialist, recruiting ANZ's head of wealth customer resolution and the executive general manager of Equity Trustees' super trustee office. Following ... |
| | | ... firm's strategy of joining forces with the industry's best advisers and advice firms. "EFS is a fast-growing financial planning business with an innovative advice model and a culture that is closely aligned with Viridian's. We are particularly impressed ... |
| | | ... licensees, and advice businesses. In addition to BT, Sparks brings previous experience as a former head of financial planning at BankSA and a regional manager for Australian Executor Trustees. SMSF Association chief executive Peter Burgess said Sparks' ... |
| | | ... help them thrive," he said. Rady added that providing specialist coaching and training opens up pathways to financial planning careers, which graduates may not have otherwise considered. "We need more people to pursue the noble profession of financial ... |
| | | ... superannuation products on performance, costs, insurance, organisational strength, and additional services like financial planning. Equipsuper led with eight AAA-rated products each. Commonwealth Superannuation Corporation followed with seven AAA-rated ... |
| | | ... Advice Association Australia (FAAA) today has officially launched, finalising the low-awaited merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA). The FAAA unveiled a new leadership team ... |
| | | ... account. Critics argue that it could be perceived as a retrospective tax on existing assets, potentially impacting financial planning strategies for those nearing or in retirement. Heffron managing director Meg Heffron shares similar apprehensions. She ... |
| | | ... may have applied to some of the insurance policies," it said. Fong was an authorised representative of AMP Financial Planning between January 2004 to December 2014, as well as a credit representative for more than four years. In 2014, Fong was alleged ... |
| | | ... advice, marketing, and client service functions. New entrants to the advice industry studying the Master of Financial Planning course at the University of Technology Sydney can currently test Asendium's software for practical experience before they g ... |
| | | ... delivery of custodial SMS alongside its proprietary non-custodial service. The second objective is to provide financial planning practice clients with the first fully integrated end-to-end solution. This will enable advisers to deliver advice seamlessly ... |
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