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Showing 1671 - 1680 of 10929 results for "Planning"

Vale Chris Regenass

JAMIE WILLIAMSON  |  MONDAY, 17 JAN 2022
... big enough to be a licensee in its own right," Trapnell said. Prior to joining the licensee, he led AMP's financial planning business for more than three years, overseeing AMP Financial Planning, Charter Financial Planning and Hillross Financial ...

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
Asset managers and superannuation funds will ramp up their digital advice offerings in 2022 as the reality of financial advisers exiting sets in. Technology firm Finura predicts the wealth management and super sectors will invest heavily in digital ...

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... Elliott is currently the president of Grid 202 Partners, an investment advisory firm based in Washington, DC. Her financial planning and investment experience spans two decades. She has worked for the likes of Vanguard and Dimensional Fund Advisors across ...

UK wealth firm eyes Aussie expansion

JAMIE WILLIAMSON  |  THURSDAY, 13 JAN 2022
... a capital markets business in Singapore. The focus will range from investments to credit, estate, succession and tax planning. In particular, Gladstone sees Australia as a private banking and trust center for South Asia and the Oceania, alongside Singapore. ...

Financial elder abuse programs launch

KARREN VERGARA  |  TUESDAY, 11 JAN 2022
Protecting Seniors Wealth has unveiled new programs for the financial services sector so that it can do more to help prevent financial elder abuse. The training provider is targeting superannuation funds, financial advice firms and investment managers ...

Sequoia Financial Group acquires legal practice

CHLOE WALKER  |  MONDAY, 10 JAN 2022
... solutions for SMSFs, business structuring and succession. Clients of TDL have traditionally been accounting, financial planning and other legal practices, as well as SME's and HNW clients who are seeking a high-quality legal service. Sequoia said ...

Advice firm targets teen financial literacy

KARREN VERGARA  |  FRIDAY, 7 JAN 2022
A financial advice firm is tackling high school graduates' poor financial literacy head on in a bid to equip them with essential wealth skills for the future. Purpose Advisory director and adviser Tristan Scifo has launched More than Before, an online ...

Demand for retiree client book increases

KARREN VERGARA  |  SATURDAY, 1 JAN 2022
... and over have multiples of 1.0x to 1.5x. Since the March 2021 price guide, the activity in selling and buying financial planning businesses has been frantic, Radar Results founder John Birt said. "In 13 years (since the GFC), prices have moved up for ...

ASIC bans adviser for two years

CHLOE WALKER  |  WEDNESDAY, 22 DEC 2021
... providing financial services for two years. Following a review by the corporate regulator, Betalli, who was authorised by HNW Planning, was found to have failed to provide advice that was in the best interests of his clients and appropriate for them. ...

Shoddy exam feedback fuels adviser stress

KARREN VERGARA  |  WEDNESDAY, 22 DEC 2021
... feedback is the same for me even after studying, so someone is lying to you about this," the adviser said. The Financial Planning Association of Australia said there have been occasions where it had to ask FASEA to speak to a member after the exam to ...