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Showing 991 - 1000 of 10928 results for "Planning"

Nanuk hires from Ellerston

KARREN VERGARA  |  MONDAY, 25 SEP 2023
Nanuk Asset Management has appointed a business development consultant from Ellerston Capital. The fund manager hired Rory Irvine to help meet growing demand from financial advisers and family office clients. Irvine spent nearly two years as the investor ...

APRA moves to ensure improved member outcomes

ANDREW MCKEAN  |  FRIDAY, 22 SEP 2023
APRA is updating Prudential Standard 'Strategic Planning and Member Outcomes' (SPS 515) to enhance member outcomes in superannuation, including requiring trustees to justify business-related expenses. The regulator's changes seek to align expenditure ...

Count to take over Diverger

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
Count is making a play for Diverger, in a deal that will create an entity with $29 billion in funds under management and advice, and house 550 financial advisers. The two ASX-listed firms have entered into a binding scheme implementation deed in which ...

Younger Aussies want advice but don't know how to get it: CFS

CASSANDRA BALDINI  |  WEDNESDAY, 20 SEP 2023
Over half of Millennial and Gen Z Australians are keen to seek financial advice but the bulk of them don't know how to access it, a study from Colonial First State shows. According to research commissioned by CFS, 53% of under 40s are open to advice ...

Adviser registration deadline extended again

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
ASIC has again extended the date for financial advisers' registration requirements to 1 February 2024. Advisers previously had until October 1 to register on ASIC's Financial Advisers Register. The original deadline date was set for 1 January 2023. ...

Advice Revolution rebrands to elemnta

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
Fintech Advice Revolution has rebranded to elemnta and secured a partnership with Colonial First State to deliver integration solutions to financial advisers. elemnta chief technology officer Adrian Patty said elemnta is designed to connect key elements ...

iFactFind partners with global tech firm

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
iFactFind has partnered with a global financial advice technology provider, marking its fifth integration since launching in 2021. Voyant's financial advice platform AdviserGo has linked with iFactFind to help advisers minimise administrative tasks ...

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2023
Sports investment firm XV Capital is planning a new sports tech fund and offices in the US and Europe, making a slew of appointments in support of the strategy. XV Capital was launched in 2020 by former Australian Rugby Union captain Stirling Mortlock ...

Project to tackle dwindling number of risk advisers

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
... a small fraction of advisers are consistently providing risk advice, leaving a significant gap in critical financial planning. "Risk advice is more complex and costly to deliver than ever, with remuneration models that don't always support its integration ...

Older Aussies are retirement illiterate: Survey

KARREN VERGARA  |  TUESDAY, 19 SEP 2023
... polled, two out of five don't know if they'll be eligible for aged-pension benefits. Three in five wish they'd started planning for retirement earlier and an equal number are "extremely concerned" about the rising cost of living. In addition to regulatory ...