Search Results | Showing 111 - 120 of 3862 results for "Financial planning" |
| | | ... financial advice offering will close at the end of May, just two years since its launch. Vanguard Personal Financial Planning was established in 2021 as a low-cost, retirement saving advice solution. The service was bolted on to Vanguard's Personal ... |
| | | | ... $5000 and it said an account can be opened in as little as five minutes. The portfolio is managed by Lifespan Financial Planning's investment committee, while the solution is underpinned by OpenInvest. Meezan Wealth Management founding director Rokibul ... |
| | | | ... Association of Australia as voted by members today. Members of the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) overwhelmingly voted in favour of the proposed merger at their respective extraordinary general ... |
| | | | ... recommendations, she had the consumer front of mind - not the banks, super funds or financial institutions. The Financial Planning Association of Australia chief executive Sarah Abood, who also sat on the panel, pointed to a straightforward example of ... |
| | | | Melinda Huggins is the new executive general manager of TelstraSuper's financial planning arm. Huggins brings over 30 years of experience in leadership, change management and financial services, with previous senior roles at Perpetual, Macquarie Bank ... |
| | | | ... advice students in a bid to offer practical experience before they graduate. Students studying the Master of Financial Planning at UTS are being provided with hands-on work experience with Asendium's financial planning software. Twenty-three students ... |
| | | | ... say. In a joint submission to Treasury, Chartered Accountants Australia and New Zealand, CPA Australia, the Financial Planning Association of Australia, the Institute of Public Accountants and the SMSF Association have said they support the policy proposal ... |
| | | | ... advice remediation for former authorised representatives from Financial Wisdom, Count Financial and Commonwealth Financial Planning of $198 million, which included charging clients fees for no service provided. The group made a record $5.2 billion in ... |
| | | | ... advice went up by 3% to $11.9 billion. In early 2022, Fiducian acquired People's Choice Credit Union's financial planning business (PCCU), whereby 3500 clients transitioned, stating that the process "took longer than anticipated while we completed ... |
| | | | ... members to be able to get good personal advice from their fund," she said. Speaking to Financial Standard, Financial Planning Association of Australia (FPA) chief executive Sarah Abood highlighted the main concern raised by members since the release ... |
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