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Showing 101 - 110 of 10173 results for "Planning"

Colonial First State launches new offering to advisers

CHLOE WALKER  |  MONDAY, 12 FEB 2024
Colonial First State (CFS) has unveiled CFS 10X, a new offering designed to help ambitious financial advice practices grow. CFS 10X aims to support the advice community by offering a calendar of dedicated events and webinars. The program is divided ...

ASIC chases 757 adviser registrations

KARREN VERGARA  |  FRIDAY, 9 FEB 2024
ASIC has issued its final reminder to the 757 financial advisers who have yet to register with the corporate regulator. As of February 6, ASIC counted many relevant providers who have outstanding registrations. They have until February 16 to get cracking ...

Aware Super restructures executive team

ANDREW MCKEAN  |  WEDNESDAY, 7 FEB 2024
... years. Collins will lead Aware Super's technology and data governance, data strategy, investment operations, strategy, planning and delivery, transformation, as well as finance, tax, and procurement teams. An Aware Super statement said this alignment ...

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
Euroz Hartleys will use Mason Stevens' outsourced chief investment office (CIO) service to ensure the unique investment needs of its clients are met via an enhanced capability. Euroz Hartleys said the partnership is testament to its dedication to ...

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
... shares in FNX and established a strategic partnership with Finexia to co-market each other's services to the financial planning and accountancy marketplace. Yield Report provides an online news portal focusing solely on fixed income and yield securit ...

Scarcity buys stake in asset manager

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... money from family offices and high-net-worth investors and its owners. "Evidentia's deep domain expertise in financial planning as well as investment management ideally positions it to take advantage of this ongoing trend, through providing the hard ...

Dirigere Advisory rebrands to Intelligent Planning

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
Financial advice licensing support provider Dirigere Advisory has rebranded to Intelligent Planning, hiring a new advice distribution manager in the process. Intelligent Planning was launched on January 15 and operates under the same Dirigere AFSL. ...

Unlisted asset valuation practices under review

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2024
... market about these dimensions would be very useful." Elsewhere, APRA expects to finalise the updated SPS 515 Strategic Planning and Member Outcomes guidance in the coming months and will also review RSE licensees' self-assessments in relation to the ...

Equity Trustees adds more super fund clients

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2024
... 800,000 members with around $59.8bn of funds under supervision," Equity Trustees general manager client and strategic planning David Warren explains. ​"We see it as a testament to the benefits of having an independent trustee which sits at arm's length ...

AI mania will underwhelm advice: Finura

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
"AI mania" will over-promise and underdeliver for financial advisers, while superannuation funds are tipped to give digital advice a boost, Finura Group's 2024 predictions reveal. In the latest Australian wealth tech predictions report, Finura highlights ...