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Showing 911 - 920 of 4061 results for "Financial planning"

Financial advice firm grows

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2019
An AZ NGA advice business has expanded, acquiring a financial planning practice in Sydney's greater west. Eureka Whittaker Macnaught has acquired Warren McHattan Financial Services in Parramatta, putting into motion a broader strategic plan called ...

MLC Wealth shuffles leadership

HARRISON WORLEY  |  THURSDAY, 25 JUL 2019
... growth in funds under management from about $70 billion to over $200 billion. Current general manager of NAB Financial Planning and NAB Direct Advice Tim Steele has also been promoted, and will assume the role of group executive, retirement and investment ...

Sam Henderson cops ASIC ban

KANIKA SOOD, JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
... Adviser Register and the Banned and Disqualified Register. Henderson has already been fined $50,000 by the Financial Planning Association of Australia last year which found him guilty of breaching its professional code of conduct nine times. ASIC found ...

FPA launches new CPD platform

ELIZABETH MCARTHUR  |  TUESDAY, 23 JUL 2019
The Financial Planning Association of Australia (FPA) launched a new continuous professional development solution for members. The FPA's My CPD solution will allow members to track their CPD on the FPA Learn online education platform. My CPD allows ...

FPA launches Tinder for advisers

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
The Financial Planning Association of Australia has launched a new online service to match Australians with their ideal financial adviser. The Match My Planner service is designed to create matches between clients and advisers. The potential clients' ...

Advice associations weigh in on member interests bill

HARRISON WORLEY  |  FRIDAY, 19 JUL 2019
... First Bill that riled AustralianSuper earlier in the week, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have revealed the two see eye to eye on some, but not all, matters. Both associations said ...

CPA, CAANZ designations approved

KANIKA SOOD  |  THURSDAY, 18 JUL 2019
... coursework to attain the Certified Practicing Accountants (CPA) from 1989 onwards. Advisers who completed certain financial planning related subjects as a part of their CPA coursework 1989 onwards will be able to get two credits. The subjects that could ...

Platform provider divests advice firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
An ASX-listed platform provider has sold its 50% equity holding in a Queensland-based financial planning practice. Xplore Wealth has divested its holding in McGregor Wealth Management, signing an agreement to transfer its shareholding back to an entity ...

Subscription advice brings in US $1 billion

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... that clients can access 24/7. Charles Schwab vice president Cynthia Loh said: "The move to subscription-based financial planning came as a direct result of client feedback about the appeal of this pricing approach, and it's clear from these early results ...

Wealth jobs in demand

HARRISON WORLEY  |  MONDAY, 15 JUL 2019
... flip side, Hays said the supply of paraplanners would not meet the industry's demand, given an increase in financial planning roles would naturally increase the need for paraplanners to offer technical support. Employers are slightly less likely ...