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Showing 851 - 860 of 4061 results for "Financial planning"

Adviser moves show industry upheaval

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... movements across advice dealer groups in just the last three months. From July to October end, Commonwealth Financial Planning lost over 100 advisers, going from 568 to 447. Financial Wisdom, which is in the process of shuttering, lost 93 advisers, down ...

New FPA board members

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
The Financial Planning Association of Australia has appointed several new board members as a result of recent elections. Alison Henderson and David Sharpe will commence their second term on the FPA board, while William Johns joins the board for the ...

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
The research house is set to acquire AdviserLogic as it looks to add financial planning software to its adviser offering. Morningstar has entered a definitive agreement to acquire AdviserLogic for undisclosed terms, with the transaction expected to ...

Wealth income halved, Hartzer skips $1.6m bonus

HARRISON WORLEY  |  MONDAY, 4 NOV 2019
... were down 4% on FY18, which was mainly due to a reduction in wealth and insurance income from the exit of our financial planning business, higher insurance claims and the impact of regulatory changes on revenue," Hartzer said. Wealth management and insurance ...

HESTA strengthens financial advice team

ELIZA BAVIN  |  FRIDAY, 1 NOV 2019
A $53 billion industry superannuation fund has appointed a new general manager of financial planning. Chris Joiner will join HESTA in the role from Industry Fund Services where he was the executive manager of advice solution, a role he held since 2016. ...

Link Advice partners with $12bn super fund

HARRISON WORLEY  |  THURSDAY, 31 OCT 2019
... superannuation fund. Link Advice has partnered with LGIAsuper as the fund aims to meet increased demand for financial planning services. According to LGIAsuper, members can now access advice both outside of normal business hours, and in regional and ...

Senior lawyer drags AMP to court

KANIKA SOOD  |  THURSDAY, 24 OCT 2019
... certain colleagues and superiors within the group. In particular, she names Brian Salter, Jack Regan, Charter Financial Planning managing director Neil Swindells, AMP Advice chief risk officer Pally Bargri. Cook says the treatment from the above amounts ...

Growing advice group in commissions fight

ELIZABETH MCARTHUR  |  THURSDAY, 24 OCT 2019
... two most recognised bodies representing advisers, the Australian Financial Advisers Association (AFA) and the Financial Planning Association (FPA) did not truly represent the views of advisers to Government," Vagliviello explained. "The AFA and the FPA ...

Dealer group awards investment mandate

KANIKA SOOD  |  THURSDAY, 17 OCT 2019
... Marty Switzer's Contango Asset Management has won a mandate from a financial advice dealer group. Lifespan Financial Planning made a $20 million inaugural allocation to a global large cap strategy managed by WCM Investment Management. WCM is headquartered ...

CountPlus firm acquires advice boutique

HARRISON WORLEY  |  THURSDAY, 17 OCT 2019
A member of the CountPlus network has acquired a boutique financial planning practice. Kidmans Partners has acquired Latitude Advisory Services in a move designed to broaden its offering. Latitude managing principal Rod Geilman is set to become a principal ...