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Showing 1511 - 1520 of 10928 results for "Planning"

Clear up uncertainty: AFA, FPA

JAMIE WILLIAMSON  |  FRIDAY, 17 JUN 2022
Both the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have used their submissions to the Quality of Advice Review to call for regulatory certainty. Releasing their submissions yesterday, both industry ...

Ord Minnett announces Perth office launch

CASSANDRA BALDINI  |  FRIDAY, 17 JUN 2022
... Australian wealth management group, founded 71 years ago, provides a range of services including stockbroking, financial planning including SMSF, funds management, investment banking, and portfolio service. Its head of private wealth George Deva said ...

Colonial reveals Australia's huge untapped workforce

ANDREW MCKEAN  |  THURSDAY, 16 JUN 2022
... specialised financial advice to help navigate the mid-life crunch. Advice such as assistance with cash flow management, tax planning, retirement planning and the management of social security. "The financial advice sector understands there is an increasing ...

Tomorrow belongs to those who hear it coming: ASI

CHLOE WALKER  |  TUESDAY, 14 JUN 2022
... director Keith Suter took a dive into the pressures currently facing Australian trustees and investors, saying contingency planning is key. Speaking on "the new world disorder", Suter highlighted the three immediate impacts of Russia's invasion of ...

HESTA, Mercy Super look to merge

JAMIE WILLIAMSON  |  TUESDAY, 14 JUN 2022
HESTA and Mercy Super are planning to undertake a successor fund transfer by the end of the year. Mercy Super said the merger has been strategically planned for some time. If it goes ahead, the merger would bring HESTA's funds under management to ...

AZ Sestante launches ESG portfolios

CASSANDRA BALDINI  |  THURSDAY, 9 JUN 2022
AZ Sestante has launched five new ESG focused portfolio options, available on the HUB24 from today. The portfolios were developed in partnership with Evergreen Consultants. According to AZ Sestante's head of distribution Andrew Davies, the new range ...

Padua appoints head of technical advice

CHLOE WALKER  |  WEDNESDAY, 8 JUN 2022
... firm's ongoing growth and expansion in the financial advice market. "We are seeing significant interest from financial planning practices and licensees for our software, services, research and data and these two new appointments are key steps in our ...

No more changes to risk commissions: ClearView

JAMIE WILLIAMSON  |  TUESDAY, 7 JUN 2022
About 67% of financial advisers say they'd stop offering standalone risk advice if there are further changes to life insurance commissions. That's according to a survey conducted by ClearView, which found a further 20% are unsure if they'd continue ...

Midwinter awarded Count Financial mandate

CHLOE WALKER  |  TUESDAY, 7 JUN 2022
Midwinter's financial advice software has been selected to strengthen Count Financial's adviser network. Following a four-month pilot program during which some of the licensee's flagship practices trialled Midwinter 's software with ...

Lifespan partners with OpenInvest to launch advice solution

ANDREW MCKEAN  |  FRIDAY, 3 JUN 2022
Lifespan Financial Planning has launched a digital investing solution to help bridge the advice gap. The new digital investing solution will support the mass market of Australians priced out of receiving holistic advice from a financial adviser. Lifespan ...