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Showing 391 - 400 of 4058 results for "Financial planning"

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 ...

AMP wants life insurance caps raised, fees lowered

CASSANDRA BALDINI  |  MONDAY, 27 JUN 2022
... at $5334. AMP said the increase in consumers' costs reflects the increased costs for owning and operating a financial planning business. "The impact of increased and complex regulation has increased the input costs of businesses. These costs include ...

Bravura to welcome new chief executive

JAMIE WILLIAMSON  |  THURSDAY, 23 JUN 2022
... and New Zealand at PayPal. Roy has over 25 years' experience and has previously served as general manager, financial planning at ipac and director, corporate super at AMP. She also held a range of senior regional roles for American Express over the course ...

Advice requirements confusing, complex: JAWG

ANDREW MCKEAN  |  TUESDAY, 21 JUN 2022
... include the Association of Financial Advisers, Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Financial Services Council, SMSF Association and The Advisers Association among others. As a group ...