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Showing 371 - 380 of 4058 results for "Financial Planning"

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
... was not disclosed, the cash injection is expected to accelerate Lumiant's international expansion into the US financial planning and accounting markets. "New funding from Edelman will support the company's mission to empower more individuals and their ...

iExtend adds lead alliances role

JAMIE WILLIAMSON  |  MONDAY, 12 SEP 2022
... wealth management NZ and Queensland at ANZ. His promotion follows a joint roadshow he worked on in July with the Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association, MDRT and XY Adviser. Building on this ...

CSLR legislation tabled, advice sector responds

ANDREW MCKEAN  |  FRIDAY, 9 SEP 2022
... relevant financial service and credit licensees in the subsequent years of the scheme's operation. The Financial Planning Association of Australia has welcomed the CSLR but remains cautious on its scope. "A CSLR promotes trust amongst consumers in ...

Financial literacy in Australia drops by almost 10%

CASSANDRA BALDINI  |  TUESDAY, 6 SEP 2022
... living costs and high-interest rates, the importance of having higher levels of financial literacy, backed up by financial planning activities such as having a household budget or setting longer-term savings goals, is as important as ever. The report ...

The time is right: AFA chief

CASSANDRA BALDINI  |  FRIDAY, 2 SEP 2022
The proposed merger between the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) has seen a mixed response, with many questioning the timing, but Phil Anderson says it's the right time. The idea of the ...

AFA, FPA to explore merger

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
The Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) have signed a Memorandum of Understanding to consider a merger. The aim, they say, is to create a united voice for the financial advice sector. The associations ...

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... involved." The group is comprised of 12 industry associations, including the Association of Financial Advisers, the Financial Planning Association of Australia, CPA Australia, Self-Managed Super Fund Association and Institute of Public Accountants. However ...

Link Group hires technology, marketing leads in super arm

ANDREW MCKEAN  |  FRIDAY, 26 AUG 2022
... senior marketing, communications and product management roles across the superannuation, funds management and financial planning sectors," Link Group said. On Naidoo's appointment, Link Group chief executive of Retirement and Superannuation Solutions ...

Remediation bills revealed amid call for levy freeze extension

JAMIE WILLIAMSON  |  WEDNESDAY, 24 AUG 2022
... billion in compensation to consumers over fees for no service and non-compliant advice. The new stats come as the Financial Planning Association of Australia calls for an extension to the adviser levy freeze. The figure is the total from ASIC show AMP ...

Registrations open for FPA initiatives

CHLOE WALKER  |  MONDAY, 22 AUG 2022
The Financial Planning Association of Australia's Future2 Foundation has commenced registrations for its annual Six-Foot Track Challenge and is now accepting applications for its 2022 grants program. The Six-Foot Track Challenge is a 35-kilometre ...