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Showing 1 - 10 of 3873 results for "Financial planning"

Inflation weighing on next generation of retirees

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... expensive to access." More than half of Gen Xers (56%) said they would need professional advice to achieve their financial planning goals (48%) and specific retirement income planning services (44%). However, 49% of Gen Xers reported that they preferred ...

Genium scores consultancy mandate

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2024
... existing independent external consultant) and felt Genium was a perfect fit for us as we continue to develop our financial planning practice within the broader Peer Wealth business," said Ben Atkinson. Insight Investment Consultants rebranded to Genium ...

Fiducian welcomes two practices

KARREN VERGARA  |  FRIDAY, 14 JUN 2024
... Private Wealth, which operates in Victoria's Burwood, joins the ASX-listed firm. Gill also teaches the capstone financial planning unit at Deakin University. Paul Blackadder, the principal of Blackadder Finance, an advice practice that also offers loans ...

Older clients boost book values

KARREN VERGARA  |  THURSDAY, 13 JUN 2024
... 2.5x multiple. Based on fees, the multiple extends to 2.6x-3.3x times. "This shift underscores the need for financial planning businesses to maintain competitive fee structures to attract potential buyers," he said. "Over the past five years, the costs ...

AustralianSuper bears brunt of complaints: AFCA

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
... Advisory continued to file complaints with AFCA as 52 registered their issues and sought compensation. AMP Financial Planning recorded 19 complaints, 10 of which closed at case management stage. Advice Essentials and Madison Financial Group received ...

ETFs dominate client portfolios: Study

KARREN VERGARA  |  WEDNESDAY, 5 JUN 2024
... allocations to ETFs over the next 12 months. The 208 US-based financial advisers canvassed by the Journal of Financial Planning and the Financial Planning Association (FPA) said cash and equivalents (76%) were the next most-popular recommendations, followed ...

Equip Super names chief experience officer

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... communications. In her new role, Norman will be responsible for Equip's retirement, product, marketing, and financial planning functions. Equip chief executive Scott Cameron said: "Carrie brings invaluable experience in the superannuation industry ...

Wollongong adviser wins Gwen Fletcher Memorial Award

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... October of 2019. He holds a Master of Professional Accounting from the University of Wollongong and a Diploma of Financial Planning. "I am overjoyed to be named the recipient of the Gwen Fletcher award, and to be honest I am still in shock at hearing ...

Forged documents see former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 30 MAY 2024
A former Capstone Financial Planning adviser who forged clients' signatures to steal from them is now permanently banned. Christopher Nairn was found by ASIC to have falsified numerous documents by forging client signatures to gain access to and misappropriate ...

Former licensee chief takes new role

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... previously served as head of advice business services at Colonial First State and led strategy for Commonwealth Financial Planning for two years. She also held senior roles at ANZ in advice and lending. "Helen is an experienced wealth management executive ...
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