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Showing 451 - 460 of 4061 results for "Financial Planning"

FPA reschedules Congress

CHLOE WALKER  |  WEDNESDAY, 9 FEB 2022
The Financial Planning Association of Australia is rescheduling its annual FPA Professionals Congress to November, taking place in-person at the ICC in Sydney. The FPA's flagship event was originally planned for 7-8 April, but following conversations ...

Class chief exits following takeover

KARREN VERGARA  |  TUESDAY, 8 FEB 2022
... general manager and interim chief executive of Mortgage Choice, where he helped launch the wealth management and financial planning business. Russell commented: "I'm very proud of the value we have delivered to our customers and shareholders and the ...

FPA calls for stronger experience pathway

KARREN VERGARA  |  FRIDAY, 4 FEB 2022
The Financial Planning Association of Australia said it does not agree with the proposed changes to the experience pathway, claiming it would undermine the road to professionalism. Newly appointed chief executive Sarah Abood criticised the federal government's ...

Synchron appoints compliance lead

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
... manager at the SMSF Advisers Network. Earlier in his career he was an authorised representative at Interprac Financial Planning and Hillross. "Phil has over 30 years' experience in financial services and, having also previously managed financial planning ...

New operations chief for advice tech start-up

CHLOE WALKER  |  FRIDAY, 4 FEB 2022
... spearhead iFactFind's transformation to a modern Software as a Service (SaaS) business and foray into New Zealand's financial planning market. He will also drive the group's business development strategy and work with financial advisers and AFSLs to ...

CFS awards platform technology mandate

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
... automation, greater speed and accuracy, and the integration of the platform with other software, he said. "Financial planning software is critical to advisers, and we think there's an opportunity for that to be enhanced further than how it operates ...

Fiducian finalises People's Choice Credit Union acquisition

CHLOE WALKER  |  WEDNESDAY, 2 FEB 2022
... Fiducian Financial Services (Fiducian) has today finalised the acquisition of People's Choice Credit Union's financial planning business (PCCU). Fiducian was selected by PCCU as the successful bidder in November to acquire PCCU's financial planning ...

Morningstar launches ESG focused managed accounts

CHLOE WALKER  |  MONDAY, 31 JAN 2022
... said investing sustainably and ESG concerns are an increasingly important consideration for clients and the financial planning process. "We take an ESG risk integration approach across the entire range of portfolios," Fitzgerald said. "Having heard advisers' ...

Education reforms are promising: SAFAA

KARREN VERGARA  |  FRIDAY, 28 JAN 2022
... forth. "This is a break from the previous approach of micromanaging long and complex lists of 'gifted' financial planning degrees and rejecting those that could not be forced into the FASEA-constructed 'straight-jacket'. It recognises ...

Perpetual holds steady

ELIZABETH MCARTHUR  |  FRIDAY, 28 JAN 2022
... company also reported progress during the quarter on the integration of two recent acquisitions, Jacaranda Financial Planning in PP and Laminar Capital, which are owned by PCT. Based on preliminary unaudited financials for the half year ending 31 December ...