FINANCIAL planning software providerXplan Technologywill integrate the risk profiling system of FinaMetrica (formerly ProQuest) after the two groups signed a ...
When Peter Leggett says he believes in an holistic approach to financial planning, he means an approach within which an ...
David Haintz sees himself as one of the younger breed in the Australian financial planning industry — something he says ...
TheFinancial Planning Association(FPA) will suffer “a probable net loss of fifteen” staff through retrenchment following yesterday’s announcement of restructure plans ...
FormerFinancial Planning Association(FPA) board member Nick Bruining has taken out the 2003Money ManagementFinancial Planner of the Year award.Bruining beat a ...
It’s not every day you come across someone like Simone Vanden-Driesen. As a director of financial planning firm Leishman Financial ...
Western Australian financial planner Nick Bruining has served two terms and a total of four concurrent years on theFinancial Planning ...
TheFinancialPlanning Association(FPA) and theInvestment and Financial Services Association(IFSA) have formed a joint task force to fight against state Government proposals ...
Roger Gibson is an author and speaker on the issues of asset allocation and presented a session at this year’sFinancial ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
