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Showing 321 - 330 of 4095 results for "Financial planning"

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
... WealthConnect aimed to be a "uniquely modern technical solution" by leveraging Salesforce and offering advanced financial planning, wealth management, and broking capabilities. "As part of our licensee proposition, AMP Advice is committed to providing ...

Former adviser jailed for six years

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
... the ASIC Financial Adviser Register. He was also previously licensed by Genesys Wealth Advisers and Charter Financial Planning.

Superannuation changes limit tax benefits for top earners: ASFA

ANDREW MCKEAN  |  FRIDAY, 21 APR 2023
... account. Critics argue that it could be perceived as a retrospective tax on existing assets, potentially impacting financial planning strategies for those nearing or in retirement. Insurance through super Apart from the proposed superannuation changes ...

DASH adds to leadership

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
Financial planning tech firm DASH has added a chief operating officer and an experienced superannuation specialist, recruiting ANZ's head of wealth customer resolution and the executive general manager of Equity Trustees' super trustee office. Following ...

Viridian picks up advice firm

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
... firm's strategy of joining forces with the industry's best advisers and advice firms. "EFS is a fast-growing financial planning business with an innovative advice model and a culture that is closely aligned with Viridian's. We are particularly impressed ...

SMSF Association names head of membership

CHLOE WALKER  |  TUESDAY, 18 APR 2023
... licensees, and advice businesses. In addition to BT, Sparks brings previous experience as a former head of financial planning at BankSA and a regional manager for Australian Executor Trustees. SMSF Association chief executive Peter Burgess said Sparks' ...

BT, Striver partner to tackle adviser shortage

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
... help them thrive," he said. Rady added that providing specialist coaching and training opens up pathways to financial planning careers, which graduates may not have otherwise considered. "We need more people to pursue the noble profession of financial ...

Top rated superannuation products in Australia revealed

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... superannuation products on performance, costs, insurance, organisational strength, and additional services like financial planning. Equipsuper led with eight AAA-rated products each. Commonwealth Superannuation Corporation followed with seven AAA-rated ...

Financial Advice Association Australia officially launches

KARREN VERGARA  |  MONDAY, 3 APR 2023
... Advice Association Australia (FAAA) today has officially launched, finalising the low-awaited merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA). The FAAA unveiled a new leadership team ...

Super reform "takes away the right to be tax exempt"

ANDREW MCKEAN  |  TUESDAY, 28 MAR 2023
... account. Critics argue that it could be perceived as a retrospective tax on existing assets, potentially impacting financial planning strategies for those nearing or in retirement. Heffron managing director Meg Heffron shares similar apprehensions. She ...