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Showing 521 - 530 of 4095 results for "Financial planning"

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
The Financial Planning Association of Australia (FPA) yesterday announced the winners of the 2021 FPA Awards. Now in its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and advice practices from ...

Former adviser pleads guilty to fabricating evidence

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
A former financial adviser, who has previously worked for Westpac, Fortnum Private Wealth and Libertas Financial Planning, pleaded guilty to five criminal offences at the Downing Centre Local Court. Ezzat-Daniel Nesseim pleaded guilty to dishonestly ...

Demand for niche advice firms increases

KARREN VERGARA  |  TUESDAY, 16 NOV 2021
... could be a plain vanilla-type AFSL with the standard authorisations such as superannuation, risk insurance and financial planning advice, or they may have the ability to trade in options and derivatives, making them worth four times more, Radar Results ...

Vanguard launches automated investing solution

KARREN VERGARA  |  MONDAY, 15 NOV 2021
... than a third of Vanguard's UK customers on the platform use the Auto Invest feature. In April, UK personal financial planning customers saw their fees reduce to three times less than what the industry charges on average to a flat rate of 0.79%. "We ...

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 ...