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Search ResultsShowing 1 - 10 of 100+ results for "financial planning"
Former adviser cops eight-year ban
KARREN VERGARA  |  THURSDAY, 6 MAY 2021
... inaccurate letters about superannuation to be issued to some Aon Master Trust Members. In April, former Apogee Financial Planning representative Ahmed Saad pleaded guilty for dishonestly obtaining financial advantage by deception for his role in an illegal ...
New Islamic advice group launches, hires from MSC
KANIKA SOOD  |  WEDNESDAY, 5 MAY 2021
... services provider MSC Group's chief operating officer. Prior to this, she has worked at Challenger, IOOF, Capstone Financial Planning and AMP. She will lead the development of Hejaz's adviser network. "Muslims are a growing but underserved financial ...
Adviser software soft launches
KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
A new financial planning software that is free of charge promises to alleviate the cost of advice. ProductRex helps financial advisers assess superannuation and investment product recommendations by comparing fees and asset allocation between platforms ...
AZ NGA acquires two advice practices
KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
AZ Next Generation Advisory (AZ NGA) has acquired two Queensland-based financial planning firms. Blue Harbour Financial Partners (formerly Bridges Brisbane Bayside) and Henderson Matusch Group brings the network to a total of 79. Blue Harbour, which ...
ASIC not recommending general advice change
JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAY 2021
... hypothetically tested a shortlist of possible alternative labels in a survey sent to 3642 participants. The Financial Planning Association of Australia said it was disappointed ASIC would not be making any recommendations. "While renaming 'general advice' ...
Macquarie finalises Waddell & Reed acquisition
KARREN VERGARA  |  TUESDAY, 4 MAY 2021
... Reed Financial. Overall, Macquarie paid $2.3 billion for Waddell & Reed Financial, an asset management and financial planning company based in Kansas, flagging the acquisition in late 2020. In finalising the acquisition, MAM has also sold off Waddell ...
Milford hires from Macquarie
ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... of regional manager for Queensland. He joins from Centrepoint Alliance and is a longstanding member of the Financial Planning Association of Australia. Prior to his time at Centrepoint, Mackay worked at NAB, MLC and Zurich. Also in Queensland, Rachael ...
Midwinter hires chief commercial officer from AMP
KARREN VERGARA  |  MONDAY, 3 MAY 2021
... recently an adviser to the chief executive of Better Trade Off, a Singapore-based fintech developing digital financial planning services. In April, Jeff Hall departed the ASX-listed firm, having served as chief operating officer of Midwinter for over ...
Midwinter integrates with myprosperity
KARREN VERGARA  |  FRIDAY, 30 APR 2021
... Services has integrated with client portal solution provider myprosperity. Financial advisers using Midwinter's financial planning solution AdviceOS can now log into myprosperity and extract data such as personal details, entities, assets and liabilities. ...
FirstChoice dominates platform market
KARREN VERGARA  |  THURSDAY, 29 APR 2021
... course of 12 months, GWM Adviser Services welcomed the highest number of advisers of 173 but lost 164. AMP Financial Planning lost 389 advisers but added 50 new representatives.
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