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Showing 401 - 410 of 4057 results for "Financial planning"

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 ...

Industry groups welcome Labor government

ANDREW MCKEAN  |  MONDAY, 23 MAY 2022
... working constructively with the new government and treasury team on superannuation matters." Meanwhile, the Financial Planning Association of Australia said it looks forward to working with the Albanese government on pressing issues impacting the advice ...

CountPlus names chief executive

JAMIE WILLIAMSON  |  FRIDAY, 20 MAY 2022
... executive general manager, wealth management at Commonwealth Bank and, prior to that, oversaw Commonwealth Financial Planning and BankWest Financial Advice. He also spent close to six years with AMP, first as chief executive of Hillross Financial Services ...

ASIC bans financial adviser for five years

ANDREW MCKEAN  |  FRIDAY, 20 MAY 2022
... accounts, ASIC said. The ASIC Financial Adviser Register shows Guan was an authorised representative of Lifespan Financial Planning until March 2021 before a two-month stint with Shartru Wealth Management at the end of 2021. ASIC also found Guan was ...

Record number of adviser graduates: Kaplan

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
Kaplan Professional announced a record number of financial advisers have graduated from postgraduate financial planning qualifications in 2020 and 2021. Over 3000 advisers have graduated from Kaplan's postgraduate financial planning qualifications since ...