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Showing 1481 - 1490 of 10929 results for "Planning"

Chorus of self-interest in financial advice: SCA

JAMIE WILLIAMSON  |  WEDNESDAY, 6 JUL 2022
Super Consumers Australia believes we should look to the UK for inspiration when it comes to providing access to conflict-free financial advice, saying lessons of the Royal Commission have been forgotten and "a chorus of self-interest has emerged". ...

Appian appoints head of Australia, Asia

ANDREW MCKEAN  |  WEDNESDAY, 6 JUL 2022
... tenure as Resource Capital Funds managing director, Australia. He also has technical experience in mining production, planning and management, having worked at the Emily Ann Nickel Mine for LionOre Australia as an underground manager and with WMC Resources. ...

CountPlus takes stake in WSC Group

ANDREW MCKEAN  |  TUESDAY, 5 JUL 2022
CountPlus has acquired a 32.75% interest in financial advice practice WSC Group. WSC Group will be authorised by Count Financial as part of the transaction, adding an additional three authorised representatives to the CountPlus-owned licensee. WSC Group ...

That's a wrap for the BT Wrap

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
BT's 25-year-old Wrap has seen its last June 30, with its user interface no longer available and all clients moved across to Panorama. BT head of distribution Christopher Mather joined the financial services giant 20 years ago and has worked on the ...

Diverger takes stake in McGregor Wealth Management

CHLOE WALKER  |  MONDAY, 4 JUL 2022
The financial services company has acquired a 35% equity interest in financial planning practice McGregor Wealth Management (MWM). The purchase was made through Diverger Wealth Holdings. McGregor is licensed by GPS Wealth, which is also a wholly-owned ...

Umlaut acquires Specialist PMC

CHLOE WALKER  |  MONDAY, 4 JUL 2022
The two businesses are set to provide a new level of Xplan knowledge and support to the financial services sector. While each business will continue operating as normal, financial services firm Umlaut said the acquisition of the Xplan consultant will ...

FS Power50 nominations open for 2022

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... outstanding advisers based on feature and profile stories we have done on FS Advice - The Australian Journal of Financial Planning in the past 14 years. Following this, a shortlist of financial advisers who get the highest number of nominations proceed ...

Talent shortage impacts demand for regional advice practices

JAMIE WILLIAMSON  |  MONDAY, 4 JUL 2022
It's a buyer's market for those keen on acquiring a regional financial planning practice - just don't expect to be able to hire for it. According to latest observations from Radar Results, buyers are increasingly preferring to buy in the capital cities ...

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
As we officially hit the mid-way point of the year, the latest data from ASIC shows more than 1700 financial advisers have dropped off its register since January. Analysis of the ASIC Financial Adviser Register shows there is now 16,413 financial advisers ...

UniSuper revamps investment team

ELIZABETH FRY  |  FRIDAY, 1 JUL 2022
... was getting too big for one person. Commenting on the team overhaul, Pearce said he doesn't use the term succession planning. "Over the last decade, we have repeatedly taken a punt on internal hires and grow the capability internally," he said. "We ...