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Showing 471 - 480 of 4095 results for "Financial planning"

Coterie invests in wealth platform

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... platform 'like' solution that is gaining significant traction in private client businesses and mainstream financial planning businesses," he said. Launched in 2010, Integrated's funds under administration has grown to $10 billion, jumping ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... have outperformed the relevant benchmarks. In December, Madison acquired the client register of CHL Bayswater Financial Planning and Mi Wealth Plan, Perth-based firms, for $232,000 in a bid to expand in Western Australia. Meanwhile, Diverger, formerly ...

KPMG family business consultants launch advisory firm

CHLOE WALKER  |  MONDAY, 28 FEB 2022
... broader and dedicated support to our business families including M&A, capital structure optimisation, strategic & financial planning, family office, philanthropy & social impact and next generation transition and development." According to the firm ...

Aussie CFPs move toward 5000

KARREN VERGARA  |  WEDNESDAY, 23 FEB 2022
... Certified Financial Planners added 164 professionals to the fold last year, taking the total to nearly 5000. The Financial Planning Association of Australia, which is the certification body for the CFP designation in the country, recorded 4966 members ...

Iress restructures investment management, advice roles

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... division for nearly five years and in total, has been with the AMP group for 11 years, starting out as head of financial planning for Hillross Financial Services and AMP Financial Planning. Before AMP, she worked at NAB as the head of franchise management ...

Expansion strategy boosts Sequoia results

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
... secured a new general insurance AFSL which will allow SEQ General Insurance to operate in the same way Interprac Financial Planning does for risk advisers and compete with other general insurance brokerages offering an authorised representative service. ...

Aware Super advice arm to pay $20m fine

CHLOE WALKER  |  FRIDAY, 18 FEB 2022
... provided at least 17,500 customers with written disclosure documents advising them they would receive an annual financial planning review and another 7,800 customers entered ongoing advice service arrangements that included provision of an Annual Review ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
Managed accounts platform WealthO2 has merged with financial planning software firm ROAR Software and wealth platform software specialist NEO. Wealth02 chief executive Andrew Whelan said the merger will significantly grow the business. "The coming together ...

Sudden departure for CountPlus chief

KARREN VERGARA  |  THURSDAY, 17 FEB 2022
... ASX-listed wealth management group after working as its director since October 2016. Rowe is the former chair of the Financial Planning Association of Australia. He was also an Australian representative at the Financial Planning Standards Board in the ...

CSLR will not fully protect investors

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
... industry stakeholders, who largely voiced concerns that the scheme should expand to all financial services. The Financial Planning Association of Australia (FPA), along with 14 other industry bodies, continue to push for expanding the CSLR's jurisdiction ...