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Showing 131 - 140 of 3862 results for "Financial planning"

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... the desire to be an adviser - it just isn't for me," one respondent said. "I prefer the technical side of financial planning and get more satisfaction from writing high quality advice documents than I do working directly with clients," said another. ...

Adviser who faked signatures sentenced in court

CHLOE WALKER  |  MONDAY, 16 JAN 2023
... February 2010 and December 2018, while he was an authorised representative of GWM Adviser Services and Interprac Financial Planning. In sentencing Nguyen, Magistrate Nitschke said: "It is a serious matter to falsify company records" and "the company ...

JPMorgan says fintech was a fraud, closes business

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2023
JPMorgan has shuttered the financial planning fintech it acquired in 2021 and is suing its founder, claiming most of its users were fake accounts created to inflate the business' value. In September 2021, JPMorgan Chase acquired Frank, a platform that ...

Adviser population dropped 17% in 2022

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2023
... driven by the October adviser exam deadline. The total number of advice licensees also fell by 11% in 2022. AMP Financial Planning is the largest licensee with 546 advisers, followed by Morgans Financial on 447, Charter Financial Planning with 339, Synchron ...

Fin365 undertakes strategic mergers

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
... services companies, appointing a head of technology services in the process. Fin365 will merge with Optimised Financial Planning Solutions (OFPS) and SMSF Paraplanners (SMSFPP) to cater to demand from clients for more services. OFPS is a technology consulting ...

BlackRock appoints APAC head of wealth

CASSANDRA BALDINI  |  TUESDAY, 10 JAN 2023
... time at the firm, particularly in his capacity as a member of the global strategy team and as global head of financial planning and analysis. Commenting on his appointment, Raby said he is honored to have the opportunity to lead the firm's wealth business. ...

FPA, AFA merger talks continue

CASSANDRA BALDINI  |  WEDNESDAY, 14 DEC 2022
The proposed merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) has entered into the second round of member consultation. Recently, members have been invited to complete a survey to help ...

ALRC should prioritise advice regulations: FPA

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
The Financial Planning Association of Australia (FPA) has said the Australian Law Reform Commission (ALRC) should prioritise advice regulations in its ongoing review of financial services law. In its latest submission to the ALRC review of the Legislative ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... advisers' ASIC-recognised qualifications shows 82% of advisers' tertiary qualifications specifically relate to financial planning, such as the Diploma in Financial Planning or its equivalent which is held by two-thirds of advisers. Further, 27% of advisers ...

FS Sustainability sets out to find ESG Power50

STAFF WRITER  |  FRIDAY, 25 NOV 2022
... Sustainability along with FS Super - The Journal of Superannuation Management and FS Advice - The Australian Journal of Financial Planning, as well as the broader Australian business community will have a say in recognising the breadth and diversity ...