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Showing 581 - 590 of 4061 results for "Financial planning"

Salaries boosted by skills shortage

ELIZABETH MCARTHUR  |  THURSDAY, 20 MAY 2021
... most difficult to find amongst job candidates include business/financial analysis (26%), compliance (24%), financial planning and analysis (24%), risk (22%), and internal audit (22%). With limited supply and high demand in the market, these skillsets ...

Draft advice reforms not enough: FPA

JAMIE WILLIAMSON  |  WEDNESDAY, 19 MAY 2021
The Financial Planning Association of Australia used its submission on the single disciplinary body for financial advisers to renew calls to remove the Tax Practitioners Board as a regulator of the sector. While the association welcomed the plan to ...

Boutique firm expands team

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
... Partners which MGD acquired in April. He was previously director at Arrive Wealth Management and director of financial planning and investment advisory at PwC. King joins from ipac Securities where he was a private client adviser for the last six years. ...

AdviserLogic executive departs Morningstar

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
... following the integration into Morningstar. Daniel Gara is leaving his role as director of product management, financial planning at Morningstar having joined in 2019 at the time of the Morningstar acquisition. He previously spent over 13 years at AdviserLogic ...

FASEA approves two degrees

KARREN VERGARA  |  MONDAY, 17 MAY 2021
... from March 2021 at Southern Cross University has been given FASEA's tick of approval. A graduate diploma of financial planning offered by the Australian Institute of Management (AIM) commencing May 2021 also meets FASEA's requirements. "Advisers who ...

Female CFPs more invested in financial planning

KARREN VERGARA  |  FRIDAY, 14 MAY 2021
... counterparts. The survey commissioned by the CFP Board of Standards found that female CFPs are more invested in the financial planning process, meaning they are detail oriented and provide written and comprehensive financial plans than male CFPs. The ...

Advice practices set to benefit from tax cuts

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... the case is being heard," Australian Small Business and Family Enterprise Ombudsman Bruce Billson said. The Financial Planning Association of Australia said it welcomes a number of changes to superannuation and aged care outlined in the budget. "The ...

Fiducian acquires Adelaide adviser's FUA

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
... network of Fiducian Financial Planners to expand. This acquisition facilitates expansion of a quality franchise financial planning business in the Adelaide community," said Fiducian head of business development and distribution Jai Singh. Fiducian Financial ...

AFA appoints partnerships GM

KARREN VERGARA  |  MONDAY, 10 MAY 2021
... who joined from AMP. Cameron Burne joined the AFA in March and was most recently a partnership manager at AMP Financial Planning. He spent over eight years with the AMP group and prior to that was a national business development manager at Media Super ...

Global institute launches free expat advice resources

KARREN VERGARA  |  FRIDAY, 7 MAY 2021
... membership and resources for free to financial advisers who want to service Australian expatriates. The Global Financial Planning Institute (GFPI), which was established in September 2019, provides educational resources such as tax, retirement and estate ...