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Showing 511 - 520 of 4062 results for "Financial Planning"

PFAN appoints chair, deputy

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... bono financial advice. Beswick is a senior financial adviser at FMD Financial and is a committee member at the Financial Planning Association's Melbourne chapter. She takes over from Nick Hakes, who has stepped down as chair after four years but remains ...

Industry calls for expanded CSLR

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... for a stronger compensation scheme of last resort ahead of its expected legislation in the coming weeks. The Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association, CHOICE, The Chartered Accountants Australia ...

Aussies stick with DIY advice

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
... the help of a professional adviser, new research suggests. The survey of 2005 respondents canvassed by the Financial Planning Association of Australia's annual Money & Life Tracker found that Aussies want to be masters of their finance destiny as 41% ...

Mercer names super services leader

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
... joining the UK office's human resources team in 2004 for two years and then became the chief executive of the Financial Planning Association of Australia (FPA) between 2006 and 2010. Mercer Australia chief executive David Bryant said Ross' experience ...

AFA names Great Advice Awards winners

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
... interconnecting elements of holistic client and family financial care. In South Australia, Simon Cap from Treehouse Financial Planning took out the award demonstrating care in helping a client in distress after a family loss and empowering the client ...

JPMorgan Chase acquires financial planning platform

JAMIE WILLIAMSON  |  FRIDAY, 24 SEP 2021
JPMorgan Chase is set to acquire a financial planning platform focused on the needs of college students and their families. The platform, Frank, currently serves more than five million students at over 6000 institutions across the US. It caters to those ...

Morningstar hires new research business head

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
... approved product lists, model portfolios and managed accounts. He will work with another recent hire, director of financial planning products Ivon Gower. "Rick brings over 20 years' experience in advice, with a deep understanding of the needs of ...

Adviser overwhelm explained

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
... reforms would finally come into action. In 2014, there was an inquiry into ASIC and the issues in Commonwealth Financial Planning. The same year saw the Financial System Inquiry and the parliamentary joint committee proposal to lift professional standards. ...

Mercer superannuation executive resigns

KARREN VERGARA  |  FRIDAY, 17 SEP 2021
... joining the UK office's human resources team in 2004 for two years and then became the chief executive of the Financial Planning Association of Australia (FPA) between 2006 and 2010. As change of pace, Bloch spoke to sister publication FS Super about ...

DDO nil-reporting rule scrapped

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
... implementation of DDO will be very challenging. This change will make it a little more manageable," he said. The Financial Planning Association of Australia also welcomed the amendment. Head of policy, strategy and innovation Ben Marshan said given this ...