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Showing 1001 - 1010 of 4061 results for "Financial planning"

Lifecycle super can be better: Frontier

KANIKA SOOD  |  TUESDAY, 11 DEC 2018
... such a strategy, superannuation funds could use a generalised approach or draw form their member's tailored financial planning advice to set up the target objectives. Then, they would need to set up investment strategies and allocations for member cohorts ...

$300k makes advice worthwhile: Research

KARREN VERGARA  |  MONDAY, 10 DEC 2018
... Royal Commission. This is further dampened by latest Investment Trends research, which shows consumer trust in financial planning is at an all-time low. In the last 12 months, trust in financial advisers has dropped from a rating of 5.1 to 4.8. "Another ...

Industry fund finds new advice tech partner

JAMIE WILLIAMSON  |  THURSDAY, 6 DEC 2018
A $4.9 billion industry superannuation fund partnered with a financial planning technology firm as part of a rebrand of its advice offering to members. BUSSQ is working with Midwinter Financial Services, rolling out its AdviceOS platform to enhance ...

Industry fund hires executives

KANIKA SOOD  |  WEDNESDAY, 5 DEC 2018
... member experience, leading the different teams across the organisation that directly serve LGS members including financial planning, client relationships and the in-house member contact centre. LGS is currently undertaking a comprehensive organisational ...

Fiducian acquires Perth financial planning firm

KANIKA SOOD  |  MONDAY, 3 DEC 2018
The ASX-listed wealth and advice business is acquiring a Perth-based financial planning business that advises about $73 million of client money. Fiducian Group is spending $1.66 million on the acquisition component of the deal, funded from cash. Once ...

FASEA exam is not fair: Spot poll

KARREN VERGARA  |  MONDAY, 3 DEC 2018
... approved AQF8-level graduate diploma of eight subjects. In response, the Association of Financial Advisers, the Financial Planning Association of Australia and the SMSF Association have all flagged FASEA's recognition of prior learning as a major ...

Investment manager chair retires

DARREN SNYDER  |  FRIDAY, 30 NOV 2018
... industry fund movement at large, Weaven said a "death blow" had been dealt to "corrupt sales commissions in financial planning" at the Royal Commission. And both the Productivity Commission and the Royal Commission were recognising "that the industry ...

Adviser-matching app launches

KARREN VERGARA  |  FRIDAY, 23 NOV 2018
The Financial Planning Association of Australia has launched an online tool that helps match potential clients with the right financial adviser. Find a Planner is an app allowing potential clients to control how many financial planners can contact them ...

Advice software founder steps down

JAMIE WILLIAMSON  |  FRIDAY, 23 NOV 2018
The founder and managing director of an ASX-listed financial planning software provider has stepped down, with a new chief executive appointed. Mark Fisher has officially stepped down as managing director of Intiger Group following a review of the businesses' ...

FPA honours top advisers

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
The Financial Planning Association of Australia kicked off its annual conference in Sydney yesterday afternoon by honouring outstanding professionals in the industry. Perth-based Michael Carmody of Viva Wealth took out the coveted FPA Certified Financial ...