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Showing 181 - 190 of 4057 results for "Financial planning"

iExtend receives AFSL after lengthy wait

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
... advisers. The group said it has so far received strong support from several advice groups, including Lifespan Financial Planning, Advice Evolution, MBS Insurance, Life Experts and Newlane Risk. Sarkis added that the AFSL marks a significant development ...

Pacific Current names acting chief executive

KARREN VERGARA  |  MONDAY, 1 JUL 2024
... Clarke as a non-executive director of Pacific Current as of July 1. Her work experience includes leading the financial planning unit of NAB and serving as managing director of Executive Wealth Strategies. Among her numerous board roles, Dawson is a non-executive ...

DASH secures $20m investment from Bailador

ANDREW MCKEAN  |  MONDAY, 1 JUL 2024
... different advice model to give more Australians access to the advice they need to navigate the complex areas of financial planning and investment administration," he said. Meanwhile, Bailador Partner James Johnstone said: "Bailador seeks to make high ...

Nominations open for FS Power50

STAFF WRITER  |  TUESDAY, 25 JUN 2024
... outstanding advisers based on feature and profile stories we have published in FS Advice - The Australian Journal of Financial Planning. To nominate a worthy financial adviser, please submit a nomination form here. Nominations are open until Friday ...

Inflation weighing on next generation of retirees

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... expensive to access." More than half of Gen Xers (56%) said they would need professional advice to achieve their financial planning goals (48%) and specific retirement income planning services (44%). However, 49% of Gen Xers reported that they preferred ...

Genium scores consultancy mandate

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2024
... existing independent external consultant) and felt Genium was a perfect fit for us as we continue to develop our financial planning practice within the broader Peer Wealth business," said Ben Atkinson. Insight Investment Consultants rebranded to Genium ...

Fiducian welcomes two practices

KARREN VERGARA  |  FRIDAY, 14 JUN 2024
... Private Wealth, which operates in Victoria's Burwood, joins the ASX-listed firm. Gill also teaches the capstone financial planning unit at Deakin University. Paul Blackadder, the principal of Blackadder Finance, an advice practice that also offers loans ...

Older clients boost book values

KARREN VERGARA  |  THURSDAY, 13 JUN 2024
... 2.5x multiple. Based on fees, the multiple extends to 2.6x-3.3x times. "This shift underscores the need for financial planning businesses to maintain competitive fee structures to attract potential buyers," he said. "Over the past five years, the costs ...

AustralianSuper bears brunt of complaints: AFCA

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
... Advisory continued to file complaints with AFCA as 52 registered their issues and sought compensation. AMP Financial Planning recorded 19 complaints, 10 of which closed at case management stage. Advice Essentials and Madison Financial Group received ...

ETFs dominate client portfolios: Study

KARREN VERGARA  |  WEDNESDAY, 5 JUN 2024
... allocations to ETFs over the next 12 months. The 208 US-based financial advisers canvassed by the Journal of Financial Planning and the Financial Planning Association (FPA) said cash and equivalents (76%) were the next most-popular recommendations, followed ...