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Showing 531 - 540 of 10925 results for "Planning"

Invest Blue expands offering with new acquisition

ELIZA BAVIN  |  TUESDAY, 17 DEC 2024
Invest Blue - part of Ironbark Group - has announced the acquisition of wealth protection and estate planning provider Lambert Group. Lambert Group has a client portfolio of 700 families, coupled with a strong referral network and an experienced team ...

FSCP reprimands two advisers for sloppy tax advice

KARREN VERGARA  |  MONDAY, 16 DEC 2024
The Financial Services and Credit Panel (FSCP) reprimanded two financial advisers who each failed to provide a thorough assessment of their clients' tax liabilities. The first financial adviser, identified as only "Mr. C", was reprimanded for recommending ...

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
Three major universities have pulled the plug on their financial planning courses due to the lack of student interest in a major blow for the profession as it struggles to attract new entrants. The University of Wollongong, Queensland University of ...

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN  |  THURSDAY, 12 DEC 2024
The Financial Advice Association Australia (FAAA) has made a submission to the Senate Economics Committee inquiry into wealth management companies, highlighting financial advisers' concerns around the Compensation Scheme of Last Resort (CSLR). Specifically ...

ASFA names former ABC presenter as strategy chief

ELIZA BAVIN  |  THURSDAY, 12 DEC 2024
... role of ASFA, as the umbrella peak, means that we need strong technical capabilities in our communication and strategic planning space. Madeleine brings this - and more." ASFA said Morris brings more than two decades' experience in broadcast journalism ...

Engage Financial launches practice management firm

ELIZA BAVIN  |  WEDNESDAY, 11 DEC 2024
Engage Financial Solutions has launched Engage Practice Management - a partner firm dedicated to providing professional services firms with business solutions. Engage Practice Management will provide support through leadership coaching in EOS Implementation ...

Settlement reached in Caddick class action

ELIZA BAVIN  |  MONDAY, 9 DEC 2024
A settlement has been reached in the class action filed in the Federal Court against auditors for SMSFs run by Melissa Caddick. The class action - led by Melbourne-based law firm Mackay Chapman - was filed on behalf of 21 original group members. Just ...

South Australian financial adviser slapped with seven-year ban

ANDREW MCKEAN  |  FRIDAY, 6 DEC 2024
... Investment Services for the year to December 2012, Custom Wealth Solutions Dealer Services for three months, AMP Financial Planning for six months in 2014, and then Brougham & Vaux for three months. He's also the author or two self-published books ' ...

HESTA names general manager of retirement

MATTHEW WAI  |  FRIDAY, 6 DEC 2024
... "Retirement is different for everyone, and as we are seeing more and more members sharpen their focus on their retirement planning, my appointment further signals to our members our deep commitment to helping them face the future with confidence." "It's ...

Millions of Aussies want episodic advice: Research

MATTHEW WAI  |  FRIDAY, 6 DEC 2024
... matters, with 10.2 million open to seeking help from a financial adviser. However, close to half (9.6 million) are not planning to use a financial adviser despite 4.9 million having 'unmet advice needs'. The areas where support is most needed include ...