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Showing 391 - 400 of 4061 results for "Financial Planning"

Those most in need of advice see least value in it: Research

JAMIE WILLIAMSON  |  TUESDAY, 12 JUL 2022
... and who are in the pre-retirement age group (aged 55 or more)," the research states. The research was led by financial planning lecturer professor Chandra Krishnamurti and GAP Financial founder and financial planning lecturer Geoff Pacecca. Also on the ...

HUB24 names new Class chief executive

JAMIE WILLIAMSON  |  MONDAY, 11 JUL 2022
... investment solutions at MLC for about 18 months before leaving in mid-2021. He also served as general manager, NAB Financial Planning and NAB Direct Advice for close to four years. Elsewhere, he spent almost eight years at AMP, first as director of AMP ...

Diverger takes stake in McGregor Wealth Management

CHLOE WALKER  |  MONDAY, 4 JUL 2022
The financial services company has acquired a 35% equity interest in financial planning practice McGregor Wealth Management (MWM). The purchase was made through Diverger Wealth Holdings. McGregor is licensed by GPS Wealth, which is also a wholly-owned ...

FS Power50 nominations open for 2022

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... outstanding advisers based on feature and profile stories we have done on FS Advice - The Australian Journal of Financial Planning in the past 14 years. Following this, a shortlist of financial advisers who get the highest number of nominations proceed ...

Talent shortage impacts demand for regional advice practices

JAMIE WILLIAMSON  |  MONDAY, 4 JUL 2022
It's a buyer's market for those keen on acquiring a regional financial planning practice - just don't expect to be able to hire for it. According to latest observations from Radar Results, buyers are increasingly preferring to buy in the capital cities ...

ETF Securities appoints business development manager

CHLOE WALKER  |  THURSDAY, 30 JUN 2022
... Foreign Exchange (AFEX). He has also worked as a financial adviser across National Australia Bank and Australian Financial Planning Group. Having worked for over a decade as a financial adviser, relationship manager and business development manager ...

Adviser associations to merge

CASSANDRA BALDINI  |  THURSDAY, 30 JUN 2022
... the 40-year-old association and merge with The Advisers Association (TAA). ARA represents around 90 Charter Financial Planning businesses and approximately 250 advisers. Its members voted for the closure at a general meeting in April. The merger is a ...

Retirement Income Covenant a win for advisers - but for how long?

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
... itself. The passage of the Retirement Income Covenant earlier this year was eagerly welcomed by the likes of the Financial Planning Association of Australia; "financial planners now look forward to their clients having the ability to access a broader ...

Practifi partners with Voyant

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
The Australian wealth management technology platform is partnering with financial planning solution Voyant to provide enhanced client experience and performance optimisation. The integration, which comes just one year after Voyant's entrance into the ...

Former adviser charged over faked books

CHLOE WALKER  |  TUESDAY, 28 JUN 2022
... ASIC investigation. ASIC alleged that between February 2010 and December 2018, Tai Thanh Nguyen of Interprac Financial Planning falsified company books on seven different occasions while carrying out his financial planning and advice business, Financial ...