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Showing 1751 - 1760 of 10929 results for "Planning"

Licensee chair steps down

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... Challenger in 2004 for $99.9 million. He was also instrumental in the merger of Challenger's Garrisons Financial Planning to form Genesys Wealth Advisers, serving as the group's inaugural chief executive. Fortnum chief executive and managing ...

Centrepoint partners with Iress

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
Two Centrepoint Alliance subsidiaries have adopted Iress' advice fee consent solution. Matrix Planning Solutions and ClearView Financial Advice will be able to capture fee consent for ongoing service fee agreements via Xplan. They join Colonial ...

Kelly+Partners to acquire firm

ANNABELLE DICKSON  |  TUESDAY, 9 NOV 2021
The ASX-listed accounting and private wealth group is set to complete a tuck-in acquisition of a firm in NSW. Kelly+Partners is set to pay $4.4 million for the Penrith-based accounting firm with 30% due in two years. The accounting firm is expected ...

Gwen Fletcher Memorial Award winner revealed

ELIZABETH MCARTHUR  |  TUESDAY, 9 NOV 2021
The second winner of the Gwen Fletcher Memorial Award for 2021 has been announced by the Financial Planning Association of Australia (FPA). Sydney-based financial adviser Susan Buda of Brady & Associates Financial Advisers has taken home the award. ...

ASIC outlines ROA guidance

ANNABELLE DICKSON  |  FRIDAY, 5 NOV 2021
The corporate regulator released examples of Records of Advice (ROA) to provide clarity to financial advisers and licensees on their obligations when using them for clients. The information sheet, INFO 266 FAQs: Records of Advice, provides answers to ...

ASIC bans adviser over Linchpin, Endeavour fund

ANNABELLE DICKSON  |  THURSDAY, 4 NOV 2021
The corporate regulator banned a Queensland-based financial adviser for three years after recommending clients into the Investport Income Opportunity Fund. Keith Robert McDermott was an authorised representative of The FinancialLink Group and has been ...

E&P Financial Group hit with class action

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
Piper Alderman launched a class action against E&P Financial Group and its former chief executive Alan Dixon for allegedly providing conflicted financial advice and engaging in misleading and deceptive conduct. The law firm has taken Dixon and E&P Financial ...

Wealthwise acquires holistic advice firm

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
Wealthwise continues to expand its presence, acquiring a 34-year-old financial advice firm. AZ NGA-backed Wealthwise has acquired Complete Financial Solutions, which provides holistic financial advice, as well as lending and mortgage broking services. ...

Advice gap spurs boom in investment media

ELIZABETH MCARTHUR  |  THURSDAY, 4 NOV 2021
The gap between those who want financial advice and those who have the means to afford it is being credited for the popularity of media companies offering investment news and tips. Investment newsletter founded by Marcus Padley Marcus Today recently ...

Super advice gains traction: Research

KARREN VERGARA  |  WEDNESDAY, 3 NOV 2021
While two in five Australians believe financial advice is unaffordable, more are reaching out to their superannuation fund for guidance. This is according to Investment Trends' 2021 Financial advice report, which found that only 1.8 million Aussies ...