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Showing 1 - 10 of 100+ results for "Financial planning"

CSLR establishment is critical: FPA

CHLOE WALKER  |  FRIDAY, 12 AUG 2022
The Financial Planning Association of Australia (FPA) has called out the urgent need for a broad-based Compensation Scheme of Last Resort (CSLR) following ASIC's recent notice for former Dixon Advisory clients to register any complaints with the ...

Government to review adviser professional standards

JAMIE WILLIAMSON  |  THURSDAY, 11 AUG 2022
... financial advice. The final sitting ran from July 28 to August 1, with results expected in the coming weeks. The Financial Planning Association of Australia welcomed Jones' plan to open consultation on education requirements but reinforced the need ...

Commonwealth Bank profit nears $10bn

CASSANDRA BALDINI  |  WEDNESDAY, 10 AUG 2022
... banking services of $22 million or 69% to $10 million, due to the wind-down and closure of the Commonwealth Financial Planning (CFP) business. Insurance income also took a significant hit, coming in at $73 million - a decrease of $72 million or 50% from ...

Advice firms to spend $70k more on technology: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
... they would use an end-to-end solution if it saved time and guaranteed less errors. They also said existing financial planning software providers are best placed to deliver such a solution.

Celsius latest casualty in crypto crash

CASSANDRA BALDINI  |  FRIDAY, 15 JUL 2022
... The recent chaos just further fuels the regulation debate that looms over the "wild west" that is crypto. The Financial Planning Association of Australia (FPA) says it supports a regulatory framework for crypto assets provided it's consistent with ...

Those most in need of advice see least value in it: Research

JAMIE WILLIAMSON  |  TUESDAY, 12 JUL 2022
... and who are in the pre-retirement age group (aged 55 or more)," the research states. The research was led by financial planning lecturer professor Chandra Krishnamurti and GAP Financial founder and financial planning lecturer Geoff Pacecca. Also on the ...

HUB24 names new Class chief executive

JAMIE WILLIAMSON  |  MONDAY, 11 JUL 2022
... investment solutions at MLC for about 18 months before leaving in mid-2021. He also served as general manager, NAB Financial Planning and NAB Direct Advice for close to four years. Elsewhere, he spent almost eight years at AMP, first as director of AMP ...

Diverger takes stake in McGregor Wealth Management

CHLOE WALKER  |  MONDAY, 4 JUL 2022
The financial services company has acquired a 35% equity interest in financial planning practice McGregor Wealth Management (MWM). The purchase was made through Diverger Wealth Holdings. McGregor is licensed by GPS Wealth, which is also a wholly-owned ...

FS Power50 nominations open for 2022

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... outstanding advisers based on feature and profile stories we have done on FS Advice - The Australian Journal of Financial Planning in the past 14 years. Following this, a shortlist of financial advisers who get the highest number of nominations proceed ...

Talent shortage impacts demand for regional advice practices

JAMIE WILLIAMSON  |  MONDAY, 4 JUL 2022
It's a buyer's market for those keen on acquiring a regional financial planning practice - just don't expect to be able to hire for it. According to latest observations from Radar Results, buyers are increasingly preferring to buy in the capital cities ...
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