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Showing 541 - 550 of 4095 results for "Financial planning"

Midwinter appoints head of product

ELIZABETH MCARTHUR  |  MONDAY, 11 OCT 2021
... technology strategy and delivery. Prior to this, Zietara held several senior positions at AMP. He was head of financial planning for Queensland for Hillross and AMP Financial Planning and was lead, advice success and innovation and lead, delivery, and ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... Southall said that the announcement is a continuation of the group's strategy that aims to develop a country-wide financial planning network to ensure Australians have access to quality advice. "Fiducian is constantly looking to make other acquisitions ...

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
... success for financial advisers in the years to come, according to more than half of all CFP professionals. The Financial Planning Standards Board recently surveyed 4250 certified financial planners across 23 countries including Australia, finding that ...

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 ...