Search Results | Showing 631 - 640 of 4096 results for "financial planning" |
| | | AZ Next Generation Advisory (AZ NGA) has acquired two Queensland-based financial planning firms. Blue Harbour Financial Partners (formerly Bridges Brisbane Bayside) and Henderson Matusch Group brings the network to a total of 79. Blue Harbour, which ... |
| | | | ... hypothetically tested a shortlist of possible alternative labels in a survey sent to 3642 participants. The Financial Planning Association of Australia said it was disappointed ASIC would not be making any recommendations. "While renaming 'general advice' ... |
| | | | ... Reed Financial. Overall, Macquarie paid $2.3 billion for Waddell & Reed Financial, an asset management and financial planning company based in Kansas, flagging the acquisition in late 2020. In finalising the acquisition, MAM has also sold off Waddell ... |
| | | | ... of regional manager for Queensland. He joins from Centrepoint Alliance and is a longstanding member of the Financial Planning Association of Australia. Prior to his time at Centrepoint, Mackay worked at NAB, MLC and Zurich. Also in Queensland, Rachael ... |
| | | | ... recently an adviser to the chief executive of Better Trade Off, a Singapore-based fintech developing digital financial planning services. In April, Jeff Hall departed the ASX-listed firm, having served as chief operating officer of Midwinter for over ... |
| | | | ... Services has integrated with client portal solution provider myprosperity. Financial advisers using Midwinter's financial planning solution AdviceOS can now log into myprosperity and extract data such as personal details, entities, assets and liabilities. ... |
| | | | ... course of 12 months, GWM Adviser Services welcomed the highest number of advisers of 173 but lost 164. AMP Financial Planning lost 389 advisers but added 50 new representatives. |
| | | | ... multiple jurisdictions." Keary is currently completing a post doctorate at Western Sydney University on how the financial planning industry will need to adapt to changing customer needs. Last week, Ignition said it will expand into the UK market. It ... |
| | | | 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 ... |
| | | | ... 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 ... |
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