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Showing 311 - 320 of 4066 results for "Financial planning"

FPA policy and advocacy lead steps down

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
The Financial Planning Association of Australia's general manager of policy and advocacy will step down after seven years with the organisation. Ben Marshan joined the FPA in 2015 as a manager for professional standards and advocacy and moved into several ...

AFA celebrates 10 years of Inspire

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
... AFA Inspire at an event in Sydney, sharing that the community will continue on following the merger with the Financial Planning Association of Australia. Marking International Women's Day, Inspire NSW chair Amie Baker shared that the Inspire community ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... to be active participants in the advice journey," she says. Having recently gained her Graduate Diploma of Financial Planning while caring for two young children and experiencing a marriage breakdown, Carey Financial's Baulch is even more passionate ...

TIP Group to acquire advice firm

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
... Wealth. Founded in 2010, Enva is based in Adelaide with a satellite office in the Sunshine Coast and offers financial planning, mortgage broking, insurance broking, private lending and financial services licensing and compliance. Enva reported FY22 revenue ...

Vanguard to close UK financial advice arm

CASSANDRA BALDINI  |  FRIDAY, 3 MAR 2023
... financial advice offering will close at the end of May, just two years since its launch. Vanguard Personal Financial Planning was established in 2021 as a low-cost, retirement saving advice solution. The service was bolted on to Vanguard's Personal ...

Advice firm launches Sharia-compliant platform

CASSANDRA BALDINI  |  THURSDAY, 2 MAR 2023
... $5000 and it said an account can be opened in as little as five minutes. The portfolio is managed by Lifespan Financial Planning's investment committee, while the solution is underpinned by OpenInvest. Meezan Wealth Management founding director Rokibul ...

FPA and AFA set to merge

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... Association of Australia as voted by members today. Members of the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) overwhelmingly voted in favour of the proposed merger at their respective extraordinary general ...

Super fund advice needs more guardrails: Conference

KARREN VERGARA  |  MONDAY, 27 FEB 2023
... recommendations, she had the consumer front of mind - not the banks, super funds or financial institutions. The Financial Planning Association of Australia chief executive Sarah Abood, who also sat on the panel, pointed to a straightforward example of ...

TelstraSuper names financial advice lead

CHLOE WALKER  |  FRIDAY, 24 FEB 2023
Melinda Huggins is the new executive general manager of TelstraSuper's financial planning arm. Huggins brings over 30 years of experience in leadership, change management and financial services, with previous senior roles at Perpetual, Macquarie Bank ...

Fintech joins forces with advice students

KARREN VERGARA  |  TUESDAY, 21 FEB 2023
... advice students in a bid to offer practical experience before they graduate. Students studying the Master of Financial Planning at UTS are being provided with hands-on work experience with Asendium's financial planning software. Twenty-three students ...