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Showing 491 - 500 of 4095 results for "Financial planning"

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 ...

Fin365 to launch hybrid advice platform

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
... levels. At the point they identify a need for full-service advice, they will be seamlessly transitioned to a financial planning firm whose practice management system is directly connected to the platform," Fin365 chief executive Stephen Handley said. ...

CBA Group Super overhauls service providers

JAMIE WILLIAMSON  |  TUESDAY, 25 JAN 2022
... replaces Colonial First State Investments, while the financial advice mandate was previously held by Commonwealth Financial Planning. Commonwealth Financial Planning was closed in November last year, but not before part of it was transitioned to AIA ...

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... there were 18,822 financial advisers. Early that year, the total population stood at 21,103. Currently, AMP Financial Planning is home to the largest number of advisers, with 595, followed by the SMSF Advisers Network with 544 and Morgans Financial with ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... (647) and owns 5.8% of the market. Synchronised Business Services (422) comes second place, along with Capstone Financial Planning (267), Lifespan Financial Planning (251), Count Financial (249), Ord Minnett (239) and Alliance Wealth (215). As a result ...

Vale Chris Regenass

JAMIE WILLIAMSON  |  MONDAY, 17 JAN 2022
... big enough to be a licensee in its own right," Trapnell said. Prior to joining the licensee, he led AMP's financial planning business for more than three years, overseeing AMP Financial Planning, Charter Financial Planning and Hillross Financial ...

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... Elliott is currently the president of Grid 202 Partners, an investment advisory firm based in Washington, DC. Her financial planning and investment experience spans two decades. She has worked for the likes of Vanguard and Dimensional Fund Advisors across ...