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Showing 101 - 110 of 3858 results for "Financial Planning"

Review of managed investment schemes kicks off

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2023
... which was once again introduced to Parliament just yesterday. This will come as a blow to the likes of the Financial Planning Association of Australia which last year welcomed the commitment to reviewing the MIS framework and highlighted the need for ...

Final voting for ESG Power50 open

RACHEL ALEMBAKIS  |  THURSDAY, 9 MAR 2023
... 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 ...

FPA policy and advocacy lead steps down

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
The Financial Planning Association of Australia's general manager of policy and advocacy will step down after seven years with the organisation. Ben Marshan joined the FPA in 2015 as a manager for professional standards and advocacy and moved into several ...

AFA celebrates 10 years of Inspire

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
... AFA Inspire at an event in Sydney, sharing that the community will continue on following the merger with the Financial Planning Association of Australia. Marking International Women's Day, Inspire NSW chair Amie Baker shared that the Inspire community ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... to be active participants in the advice journey," she says. Having recently gained her Graduate Diploma of Financial Planning while caring for two young children and experiencing a marriage breakdown, Carey Financial's Baulch is even more passionate ...

TIP Group to acquire advice firm

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
... Wealth. Founded in 2010, Enva is based in Adelaide with a satellite office in the Sunshine Coast and offers financial planning, mortgage broking, insurance broking, private lending and financial services licensing and compliance. Enva reported FY22 revenue ...

Vanguard to close UK financial advice arm

CASSANDRA BALDINI  |  FRIDAY, 3 MAR 2023
... 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 ...

Advice firm launches Sharia-compliant platform

CASSANDRA BALDINI  |  THURSDAY, 2 MAR 2023
... $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 ...

FPA and AFA set to merge

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... 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 ...

Super fund advice needs more guardrails: Conference

KARREN VERGARA  |  MONDAY, 27 FEB 2023
... 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 ...