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Showing 511 - 520 of 4058 results for "Financial planning"

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 ...

HESTA hires growth executive

JAMIE WILLIAMSON  |  THURSDAY, 9 SEP 2021
... and another six years with AMP thereafter. Before leaving in 2017, he served as managing director, Charter Financial Planning, ipac Financial Planning, Jigsaw and SMSF Advice. Mitchell-Adams joins the HESTA leadership team as it implements its three-year ...

CountPlus takes stake in firm

ANNABELLE DICKSON  |  WEDNESDAY, 1 SEP 2021
... and we look forward to working with the SCBA team on best market practices to grow the business, including financial planning services," Rowe said. The acquisition comes after CountPlus recorded a 59% drop in net profit to $7.1 million in its full-year ...

FASEA exam pass rate drops

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
... their last sitting thanks to a new relief proposed. Separately, FASEA has approved the new Graduate Diploma of Financial Planning offered by Victoria University. Advisers who complete this course of study will meet the education standard. It also approved ...

Lockdowns see uptick in advice seekers

ELIZABETH MCARTHUR  |  MONDAY, 30 AUG 2021
... to violence prevention services, making access to discrete and effective support even more important." The Financial Planning Association of Australia (FPA) and SMSF Association are both network members of The Separation Guide, as is the Financial Services ...