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Showing 371 - 380 of 4062 results for "financial planning"

Research explores advice industry's maturation

ANDREW MCKEAN  |  TUESDAY, 20 SEP 2022
... professional input, commit to being involved in shaping the professional policies, governance, processes, so that financial planning becomes a true profession run by advisers, like other established professions run theirs," Neilson said. To date, little ...

HNWs shunning professional advice: Research

CHLOE WALKER  |  TUESDAY, 20 SEP 2022
When it comes to financial planning, a growing number of high-net-worth (HNW) individuals are opting to DIY, according to new research collated by Investment Trends and sponsored by Praemium. The research, which involved polling 7500 investors, found ...

FPA Congress a chance to 'reunite, reset'

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
As its first in-person conference in three years, a 'Reunite, Resest' theme will underpin the Financial Planning Association of Australia's (FPA) Professionals Congress later this year. Held in Sydney on November 23-24, the Congress will host a range ...

Ex-Synchron boss appointed head of Libertas

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
... Synchron general manager Phil Osborne has been appointed to head up Sequoia Financial Group's licensee, Libertas Financial Planning. Osborne, who resigned from Synchron in June after just five months, will support the ongoing development of advisers ...

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 ...