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Showing 81 - 90 of 3873 results for "Financial Planning"

Family office manager names first chief executive

CHLOE WALKER  |  WEDNESDAY, 28 JUN 2023
... Standard. "But our plans for strategic growth are to expand that service offering in investment management to financial planning and accounting firms and partnering with them to look after the investment needs of their ultra-high net worth client segments." ...

Advisers embrace less back-office burden

KARREN VERGARA  |  FRIDAY, 23 JUN 2023
... with clients that lay out what the advice is and how it enables them to achieve their goals," he said. Better Financial Planning Australia senior financial adviser Michael Khouri agrees that the proposed fit-for-purpose SoA will create efficiencies in ...

Former Capstone adviser in EU with ASIC

JAMIE WILLIAMSON  |  THURSDAY, 22 JUN 2023
A former Capstone Financial Planning adviser is in a court enforceable undertaking with ASIC after he failed to maintain adequate records to show clients were receiving the services they'd paid for. Gregory Blackaby, formerly of Acquire Strategic Advisers ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
... with several AMP and Insignia Financial practices leading the pack. Modelling of the AFCA data shows that AMP Financial Planning received the most complaints among the advice firms with 81 filed between July 2021 and December 2022. Isolating the high ...

FAAA awards Gwen Fletcher Memorial prize

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
... Australians when they need it most. "Having programs available to new advisers such as the CFP program will bring financial planning to the next level and help them to live up to their potential. More great advisers mean we can live up to truly becoming ...

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
... The accounting and advisory firm said all four portfolios require a minimum of $5000 and are managed by its financial planning and investment team. Pascoe Partners director Andras Hernadi said the launch aims to meet the needs of its broader client base ...

King's birthday honours for industry executives

CHLOE WALKER  |  TUESDAY, 13 JUN 2023
... founded UNHCR in Australia in 2000. Tupicoffs managing dierctor Neil Kendall, who was also the chair of the Financial Planning Association of Australian between 2014 and 2018, received the honour. He is also the founder of Financial Rescue, which assists ...

Advice practice valuations rise: Radar Results

KARREN VERGARA  |  FRIDAY, 9 JUN 2023
... "I'm unsure where prices are heading with an economic downturn worldwide, possibly having unstable outcomes. Financial planning client businesses, mortgage businesses, and accounting practices tend to shield themselves from adverse trends and show ...

Advisers outsourcing to amplify investment capabilities: Mason Stevens

ANDREW MCKEAN  |  TUESDAY, 6 JUN 2023
... potential benefits of outsourcing are equally applicable," Mason Stevens said. Further, insight from Moran Partners Financial Planning partner Alex Hont highlights how the outsourcing approach allows for better client outcomes. "Our investment committee ...

It's the year of the raise, says Hays

JAMIE WILLIAMSON  |  THURSDAY, 1 JUN 2023
... of employers within the recruiters' banking category - which comprises superannuation, funds management and financial planning - are planning to give their employees more than 3% this year. Of those, 21% are planning increases of more than 7%. However ...