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Showing 401 - 410 of 4061 results for "Financial Planning"

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 ...

Clear up uncertainty: AFA, FPA

JAMIE WILLIAMSON  |  FRIDAY, 17 JUN 2022
Both the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have used their submissions to the Quality of Advice Review to call for regulatory certainty. Releasing their submissions yesterday, both industry ...

Ord Minnett announces Perth office launch

CASSANDRA BALDINI  |  FRIDAY, 17 JUN 2022
... Australian wealth management group, founded 71 years ago, provides a range of services including stockbroking, financial planning including SMSF, funds management, investment banking, and portfolio service. Its head of private wealth George Deva said ...

Padua appoints head of technical advice

CHLOE WALKER  |  WEDNESDAY, 8 JUN 2022
... firm's ongoing growth and expansion in the financial advice market. "We are seeing significant interest from financial planning practices and licensees for our software, services, research and data and these two new appointments are key steps in our ...

Lifespan partners with OpenInvest to launch advice solution

ANDREW MCKEAN  |  FRIDAY, 3 JUN 2022
Lifespan Financial Planning has launched a digital investing solution to help bridge the advice gap. The new digital investing solution will support the mass market of Australians priced out of receiving holistic advice from a financial adviser. Lifespan ...

Lumiant receives $3m investment from US wealth manager

CASSANDRA BALDINI  |  FRIDAY, 3 JUN 2022
... lives." Savant is a leading independent, nationally recognised, fee-only firm offering investment management, financial planning, retirement planning, accounting, and family office service. It has $13.5 billion in assets under management and, as Lumiant's ...

Stephen Jones confirmed as financial services minister

CASSANDRA BALDINI  |  WEDNESDAY, 1 JUN 2022
... and was expected to be appointed to the role following Labor's win at the recent election. In response, Financial Planning Association of Australia chief executive Sarah Abood congratulated Jones and said he is an excellent appointment. "We are looking ...

Rate rise exposes adviser knowledge gap

CHLOE WALKER  |  WEDNESDAY, 25 MAY 2022
... it's no surprise there is a vacuum of experience in dealing with issues we haven't seen in some time, Lifespan Financial Planning chief executive Eugene Ardino says. But it doesn't necessarily spell doom and gloom for clients, he adds. "While many existing ...