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Showing 601 - 610 of 4058 results for "Financial planning"

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds. Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... the following two years. "Our due diligence revealed Colgin has a quality client base, which will bolster the financial planning practice offering of Kidmans," Kidmans managing principal Ross Hedrick said. Colgin's financial advice clients will transfer ...

FPA launches file note guidance

ELIZABETH MCARTHUR  |  MONDAY, 26 APR 2021
The Financial Planning Association of Australia (FPA) has released new guidance on best practice for file notes. File notes are important as a risk management tool, especially in disputes between clients and financial advisers, and the FPA said recent ...

Adviser numbers at five-year low

KARREN VERGARA  |  FRIDAY, 23 APR 2021
... the end of March 2021. The SMSF Advisers Network is currently the largest advice licensee, followed by AMP Financial Planning, Morgans, Synchron and Charter. Over the course of 12 months, GWM Adviser Services welcomed the highest number of advisers of ...

Former adviser pleads guilty over million-dollar super theft

ANNABELLE DICKSON  |  THURSDAY, 22 APR 2021
... retail superannuation scheme. ASIC alleges that Saad, while working as an authorised representative of Apogee Financial Planning, illegally obtained funds from client super accounts. As such, Saad pleaded guilty to one count of obtaining financial advantage ...

Guild Super chooses new administrator

ELIZABETH MCARTHUR  |  THURSDAY, 22 APR 2021
... delays until later in May, Guild Super said. The fund had also previously offered members access to Mercer Financial Planning services. With the change of administrator, members will no longer have access to a personal advice service. Rather, Guild Super ...

Vanguard UK upends cost of advice

KARREN VERGARA  |  TUESDAY, 20 APR 2021
... flat rate of 0.79%, a whopping three times less than what the industry charges on average. Vanguard Personal Financial Planning promises to provide high-quality, low cost, retirement-saving advice based on a tiered approach. Support-service levels increase ...

MLC GM joins dealer group

ELIZABETH MCARTHUR  |  TUESDAY, 20 APR 2021
The former general manager of MLC Financial Planning and the MLC advice network has jumped to a dealer group aligned with a real estate agent. Wealth Market, which is associated with Ray White and Loan Market, has appointed Jasia Fabig as national practice ...

BUSSQ appoints two executive managers

KANIKA SOOD  |  TUESDAY, 13 APR 2021
... has previously worked at Equipsuper as executive officer, member engagement and director for the Equipsuper Financial Planning business. With a background in financial advice, Magee has also served as a financial planner at Telstra Super, Westpac and ...

MLC exec to lead fintech

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... asset management services to advisers. His prior experience includes working in senior banking, insurance and financial planning roles at NAB and BNZ. Intelliflo has also hired Stephen Wirth and Nicholas Sekulovski in a bid to grow the business. Wirth ...