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| | | TownsendCobain Private Wealth partner Tim Townsend has launched a forum-based initiative, WealthLeaders eXchange, targeting financial advisers involved in the investment decision-making process and with client assets of at least $200 million. "What ... |
| | | | ... have already been multiple generational transitions are more likely to include philanthropy in their estate and/or tax planning strategies. The report said this is because of greater recognition of the need for such integration when the fourth generation ... |
| | | | ... million bracket. Despite a reticence to seek guidance, HNWIs acknowledged "a need for advice" with inheritance and estate planning, intergenerational advice, and aged care ranking. Praemium said the need for advice in these areas is now at its highest ... |
| | | | ... Financial Group. "Sharon is a respected financial services leader with extensive experience in strategy and business planning," Gooderick said. "She has excellent organisational, communication, and stakeholder management skills and will help drive strategic ... |
| | | | The Wealth Designers is expanding its footprint nationwide and internationally as it partners with a veteran financial adviser to mark its presence in Europe and the UK. The Perth-headquartered advice firm plans to aggressively expand in the near term ... |
| | | | Financial advisers have more than doubled their allocation to cash and fixed interest products to hit $1.93 billion, according to AMP's North platform, which mandated NAB as its new term deposit provider in response to soaring demand. Across aligned ... |
| | | | ... security have fallen since the start of the pandemic and the increasing cost-of living has further undermined long-term planning and financial goal setting of older Australians," Challenger head of retirement income research Aaron Minney. |
| | | | The latest sitting of the financial adviser exam returned a 73% pass rate. The August sitting saw 205 candidates attempt the exam. Of these, 150 passed. About 72% of the candidates were sitting the exam for the first time, ASIC said. The 150 candidates ... |
| | | | ... a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's James Mantella said that achieving a 70% ... |
| | | | Two financial advice firms both backed by AZ NGA will merge to provide holistic as well as workplace financial advice. Priority Advisory Group and Wise Planners (which also operates under Lifestyle Financial Services), will operate under Priority's ... |
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