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Showing 491 - 500 of 4061 results for "Financial planning"

Licensee chair steps down

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... Challenger in 2004 for $99.9 million. He was also instrumental in the merger of Challenger's Garrisons Financial Planning to form Genesys Wealth Advisers, serving as the group's inaugural chief executive. Fortnum chief executive and managing ...

Gwen Fletcher Memorial Award winner revealed

ELIZABETH MCARTHUR  |  TUESDAY, 9 NOV 2021
The second winner of the Gwen Fletcher Memorial Award for 2021 has been announced by the Financial Planning Association of Australia (FPA). Sydney-based financial adviser Susan Buda of Brady & Associates Financial Advisers has taken home the award. ...

Fiducian acquires $1.1bn advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 3 NOV 2021
... Laidlaw said: "Our focus is to ensure our members continue to receive first-class financial advice and our financial planning team benefit from enhanced career development and growth opportunities. Fiducian will provide both, which is a very positive ...

FPA launches female mentoring program

ANNABELLE DICKSON  |  WEDNESDAY, 3 NOV 2021
The Financial Planning Association of Australia (FPA) launched the inaugural FPA Women in Financial Planning mentoring program. The program supports women in financial advice to further their careers by matching them with other experienced FPA members. ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... quarter, 595 advisers applied to be registered with a licensee while 778 ceased registrations. Overall, AMP Financial Planning (653) has the highest number of advisers, followed by the SMSF Advisers Network (647), Morgans Financial (469), Synchronised ...

Celebrating the 2021 FS Power50

STAFF WRITER  |  MONDAY, 1 NOV 2021
... Financial Standard editorial team. The list was also screened by the Association of Financial Advisers and the Financial Planning Association of Australia prior to publishing. With nominations sourced from Financial Standard readers, the 2021 Power50 ...

Midwinter hires from Integrity Life

ANNABELLE DICKSON  |  MONDAY, 1 NOV 2021
... after Andrew Zietara joined Midwinter as head of product earlier last month. Zietara was previously head of financial planning for Queensland for Hillross and AMP Financial Planning.

Financial Standard, Deakin University partner

STAFF WRITER  |  FRIDAY, 29 OCT 2021
... 's FS Aspire CPD platform will be able to access enhanced education opportunities, while those studying financial planning at Deakin University can access FS Aspire CPD's range of content. Financial Standard has been providing CPD solutions for ...

Major legislations hit parliament

KARREN VERGARA  |  FRIDAY, 29 OCT 2021
... to enhance the effectiveness of professional indemnity insurance in responding to compensation claims. The Financial Planning Association of Australia said advisers' PI insurance with respect to the scheme looks problematic. The FPA said individual ...

Commonwealth Financial Planning to shutter

ELIZABETH MCARTHUR  |  TUESDAY, 26 OCT 2021
Commonwealth Financial Planning is closing, Commonwealth Bank announced today. From today forward, Commonwealth FP cannot take on any new financial advice clients. Existing advisers and clients will have until November 30 to work out next steps, before ...