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Showing 1551 - 1560 of 10928 results for "Planning"

FPA names new chair

JAMIE WILLIAMSON  |  TUESDAY, 26 APR 2022
The Financial Planning Association of Australia will welcome a new chair next month as Marisa Broome's term comes to an end. The result of a long-term succession plan, current deputy chair David Sharpe will take over as chair on May 1, based in Perth. ...

Fitzpatricks expands QLD presence

JAMIE WILLIAMSON  |  TUESDAY, 26 APR 2022
Fitzpatricks Private Wealth has grown its network, adding a Fortitude Valley practice. Rothgard Financial Partners has officially joined the dealer group, having worked closely in recent years to pivot the former towards the private client market. Rothgard ...

Retired Aussies deserve more: Household Capital

CHLOE WALKER  |  TUESDAY, 26 APR 2022
... important that the private sector worked closely with superannuation funds to provide the best outcomes for retirement planning and funding. "Governments cannot be expected to completely carry the responsibility of retirement funding and aged care, particularly ...

DTCC poaches longstanding BNY Mellon executive

CHLOE WALKER  |  TUESDAY, 26 APR 2022
... officer of BNY Clearing Services LLC. La Salla's appointment as chief executive reflects the board's long-term succession planning and rigorous search process with the scheduled retirement of Michael C. Bodson, who has served as DTCC's chief executive ...

ASIC suspends Dixon Advisory AFSL

ELIZABETH MCARTHUR  |  TUESDAY, 19 APR 2022
ASIC has suspended the Australian financial services licence of embattled Dixon Advisory & Superannuation Services. The regulator's move follows the appointment of Stephen Graham Longley and Craig David Crosbie as joint administrators to Dixon Advisory ...

Former ClearView executive in new role

CHLOE WALKER  |  WEDNESDAY, 13 APR 2022
... Wisdom. Lifespan chief executive Eugene Ardino said Mantineo's financial advice industry experience and strategic growth planning and implementation expertise will strengthen the group's commitment to new and existing practices within the Lifespan community. ...

3000 advisers left industry last year

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 APR 2022
... entrants into the sector in the year to March end doubled from 84 at end 2021 to 156 at end March 2022. AMP Financial Planning is the largest advice licensee with 588 financial advisers, ahead of second place Morgans Financial with 452 and Synchron with ...

Key investor trends unveiled in latest IFM report

ANDREW MCKEAN  |  THURSDAY, 7 APR 2022
... that the entire energy ecosystem will need to undergo a profound transition. A transition that will require meticulous planning to ensure energy certainty and resolutions to any intermittency issues. Whether it be by 2030, 2050 or today, it will require ...

28% of super products rated AAA

ELIZABETH MCARTHUR  |  THURSDAY, 7 APR 2022
... and complaints resolution process as well as communications with members and effectiveness of administration. Financial planning and advice services and loyalty programs which may provide a value add to members are also considered in the assessment. ...

Tax Practitioners Board adds two new members

ANDREW MCKEAN  |  WEDNESDAY, 6 APR 2022
... communities. He has been a board member of the Gaming and Wagering Commission of WA and director of Dobson Financial Planning. The chair of the TPB, Ian Klug, welcomed and congratulated the two new members. "These appointments will ensure that the TPB ...