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Showing 1651 - 1660 of 10929 results for "Planning"

Online meetings to dominate in 2022

KARREN VERGARA  |  WEDNESDAY, 2 FEB 2022
Financial advisers will continue to host virtual meetings with clients in 2022 but the majority are eager to meet them face to face, a new survey shows. The global survey of 400 US-based financial advisers found that video conferences are expected to ...

Fiducian finalises People's Choice Credit Union acquisition

CHLOE WALKER  |  WEDNESDAY, 2 FEB 2022
... Fiducian Financial Services (Fiducian) has today finalised the acquisition of People's Choice Credit Union's financial planning business (PCCU). Fiducian was selected by PCCU as the successful bidder in November to acquire PCCU's financial planning ...

HESTA impact lead goes it alone

JAMIE WILLIAMSON  |  TUESDAY, 1 FEB 2022
... social progress, equality, and the environment". The firm offers services including modern slavery reporting, strategic planning, policy development, executive training, and reputation management services. Despite all the progress made on the ESG front ...

Morningstar launches ESG focused managed accounts

CHLOE WALKER  |  MONDAY, 31 JAN 2022
... said investing sustainably and ESG concerns are an increasingly important consideration for clients and the financial planning process. "We take an ESG risk integration approach across the entire range of portfolios," Fitzgerald said. "Having heard advisers' ...

Inquiry criticises gaps in CSLR

KARREN VERGARA  |  MONDAY, 31 JAN 2022
The proposed Compensation Scheme of Last Resort regime has several flaws that will overlook the protection of certain investors, a parliamentary inquiry heard. In discussing the Standing Committee on Economics Financial Services Compensation Scheme ...

Quality of Advice must consider digital: Ignition

ELIZABETH MCARTHUR  |  MONDAY, 31 JAN 2022
Ignition Advice senior adviser Andrew Baker has argued the government's Quality of Financial Advice Review must consider digital advice. In the terms of reference for the Quality of Advice Review, Treasury said it will "consider how the regulatory framework ...

The future is bright for BT: Rady

JAMIE WILLIAMSON  |  FRIDAY, 28 JAN 2022
As he marks 90 days as chief executive, Matt Rady tells Financial Standard how, despite the industry exodus and the company's own challenges in 2021, financial advisers are increasingly turning to BT Financial Group. Speaking with Financial Standard ...

Education reforms are promising: SAFAA

KARREN VERGARA  |  FRIDAY, 28 JAN 2022
... forth. "This is a break from the previous approach of micromanaging long and complex lists of 'gifted' financial planning degrees and rejecting those that could not be forced into the FASEA-constructed 'straight-jacket'. It recognises ...

Advised clients' major concerns in 2022

KARREN VERGARA  |  FRIDAY, 28 JAN 2022
From skyrocketing property prices to a foreboding stock market crash, financial advisers reveal their clients' main worries in 2022. Wild swings across the local and international share markets is a concern for many clients, particularly as indices ...

Perpetual holds steady

ELIZABETH MCARTHUR  |  FRIDAY, 28 JAN 2022
... company also reported progress during the quarter on the integration of two recent acquisitions, Jacaranda Financial Planning in PP and Laminar Capital, which are owned by PCT. Based on preliminary unaudited financials for the half year ending 31 December ...