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Showing 41 - 50 of 3942 results for "financial planning"

FAAA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 3 OCT 2024
... journey. "This recognition is a real honour and I see it as symbolising the pinnacle of my formal education. Financial planning is about helping people navigate some of the most important decisions of their lives. Trust is essential in our profession ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... McGrath said. "Moneysoft's cloud-based capabilities in Open Finance and the Australian Consumer Data Right, Financial Planning System integration and financial advice automation will provide our clients the ability to create powerful, meaningful engagement ...

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
... FAAA's study also debunks the myth that financial advice is solely for the rich. At his own practice, Globe Financial Planning, FAAA chair David Sharpe sees a variety of mum and dad clients who earn a median salary of $100,000. "Those who aren't ...

Mercer names investment solutions lead

ELIZABETH FRY  |  FRIDAY, 27 SEP 2024
... She earlier led her own consultancy, providing investment and portfolio construction advice to independent financial planning firms and dealer groups as well as product and asset management consultancy to asset management firms. Other previous roles ...

TelstraSuper picks Equip for merger partner

JAMIE WILLIAMSON  |  WEDNESDAY, 18 SEP 2024
... opportunity to create a larger fund continuing the focus on providing industry leading superannuation, retirement and financial planning solutions for members." TelstraSuper said a merger with Equip would "leverage their combined strengths in member ...

AMP BOLR litigants face lengthy payout process

KARREN VERGARA  |  TUESDAY, 17 SEP 2024
... $100,000 is a fair or reasonable result." In July 2023, the Federal Court determined that AMP's devaluation of AMP Financial Planning (AMPFP) practices from 4x to 2.5x recurring revenue was "unconscionable". AMP also changed the multiple for grandfathered ...

The transferrable skills for advisers who changed careers

KARREN VERGARA  |  FRIDAY, 13 SEP 2024
... robust communication skills have helped them succeed in their careers as financial advisers. Forbes Fava Saville Financial Planning senior financial planner and chief executive Cameron Forbes, and Complete Financial Providence director and financial ...

Hostplus launches digital advice platform

ANDREW MCKEAN  |  MONDAY, 9 SEP 2024
... Fund Services (IFS) and financial services software provider Iress to develop the platform. Hostplus head of financial planning and advice Maurizio Lombardi said that SuperSmart takes the fund's offerings to the next level with its user-friendly, fully ...

Federal Court approves AMP BOLR class action settlement

KARREN VERGARA  |  MONDAY, 9 SEP 2024
... larger payout and making AMP accountable for its actions. Justice McElwaine approved the settlement amount AMP Financial Planning (AMPFP) must now pay financial advisers who saw the value of their practices deteriorate on the back of parent company AMP ...

Court appoints receivers to Keystone, Master Shield Fund

MATTHEW WAI  |  MONDAY, 9 SEP 2024
... NQ Super and Super Simplifier platforms. ASIC said it is aware of authorised representatives from Interprac Financial Planning, MWL Financial Services, Financial Services Group Australia, and Next Generation Advice having recommended investment in the ...