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Showing 181 - 190 of 2306 results for "Financial Planner"

BUSSQ appoints two executive managers

KANIKA SOOD  |  TUESDAY, 13 APR 2021
... the Equipsuper Financial Planning business. With a background in financial advice, Magee has also served as a financial planner at Telstra Super, Westpac and Citi. In another appointment, BUSSQ appointed Trevor Govender as executive manager, operations ...

Fidelity Investments to hire 1000 advisers

KARREN VERGARA  |  TUESDAY, 13 APR 2021
Fidelity Investments is in the process of hiring about 1000 licensed financial planners in the US in a bid to meet the skyrocketing demand for advice. The firm is expanding to over 20 locations across the US, including Seattle, Los Angeles, San Diego ...

Research reveals true value of advice

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... clients and 1000 unadvised individuals) revealed that almost half of Australians who have never connected with a financial planner are willing to do so. Potential advice clients will likely seek an adviser for a specific need and if they are able to ...

CFP Board creates diversity and inclusion role

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
The Certified Financial Planner Board of Standards has appointed its first diversity and inclusion lead, who joined from sports car racing company NASCAR. The CFP Board has named Dawn Harris as its director of diversity and inclusion for the Centre ...

Milliman hires head of distribution

KARREN VERGARA  |  TUESDAY, 23 MAR 2021
Milliman has appointed a new retail distribution lead who will ramp up the firm's managed accounts offering. Durand Oliver will help expand Milliman's investment solutions offering for the retail market in the newly created role. As head of ...

FPA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award. Named after the late "first lady of financial planning", the award recognises ...

Fiducian profit, growth jump

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
ASX-listed Fiducian Group recorded a 7% increase in net profit to $5.7 million and a steady rise in funds under management, advice and administration (FUMAA) in its half-year results. The group which includes funds management, financial advice and corporate ...

FPA calls for levy overhaul

ANNABELLE DICKSON  |  WEDNESDAY, 3 FEB 2021
... $2000. "The levy amount each year has proved to be unpredictable, which makes it practically impossible for a financial planner to effectively budget for this business cost," FPA chief executive Dante De Gori said. The FPA is concerned that the dramatic ...

Hume advocates for affordable advice

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
The federal government is driving hard the importance of accessing quality, affordable financial advice. Minister for Superannuation, Financial Services and the Digital Economy Jane Hume has flagged the opportunities the Morrison government will take ...

Six Park launches ESG options

ELIZA BAVIN  |  FRIDAY, 15 JAN 2021
Six Park has launched its first range of sustainable portfolios in partnership with a Melbourne-based financial advice firm. The online investment manager partnered with Summerhill Financial Services to deliver sustainable portfolio options to existing ...