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Showing 411 - 420 of 4095 results for "Financial planning"

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 ...

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... involved." The group is comprised of 12 industry associations, including the Association of Financial Advisers, the Financial Planning Association of Australia, CPA Australia, Self-Managed Super Fund Association and Institute of Public Accountants. However ...

Link Group hires technology, marketing leads in super arm

ANDREW MCKEAN  |  FRIDAY, 26 AUG 2022
... senior marketing, communications and product management roles across the superannuation, funds management and financial planning sectors," Link Group said. On Naidoo's appointment, Link Group chief executive of Retirement and Superannuation Solutions ...

Remediation bills revealed amid call for levy freeze extension

JAMIE WILLIAMSON  |  WEDNESDAY, 24 AUG 2022
... billion in compensation to consumers over fees for no service and non-compliant advice. The new stats come as the Financial Planning Association of Australia calls for an extension to the adviser levy freeze. The figure is the total from ASIC show AMP ...

Registrations open for FPA initiatives

CHLOE WALKER  |  MONDAY, 22 AUG 2022
The Financial Planning Association of Australia's Future2 Foundation has commenced registrations for its annual Six-Foot Track Challenge and is now accepting applications for its 2022 grants program. The Six-Foot Track Challenge is a 35-kilometre ...

Fiducian sees record inflows, eyes expansion

JAMIE WILLIAMSON  |  TUESDAY, 16 AUG 2022
... 5%, accounting for both recent share market declines and acquisition of client bases. Fiducian acquired the financial planning arm of People's Choice Credit Union, adding $1.1 billion at the time. Fiducian said it also acquired additional FUA of $70 ...

Charter Hall sells half-stake in office fund to GIC

ANDREW MCKEAN  |  MONDAY, 15 AUG 2022
... that we can provide for our members and clients." "Our team includes a mix of roles from member service to financial planning, to traditional office-type roles and into our growing internal teams in investments and administration. As a result, we expect ...

CSLR establishment is critical: FPA

CHLOE WALKER  |  FRIDAY, 12 AUG 2022
The Financial Planning Association of Australia (FPA) has called out the urgent need for a broad-based Compensation Scheme of Last Resort (CSLR) following ASIC's recent notice for former Dixon Advisory clients to register any complaints with the ...