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Showing 1001 - 1010 of 10928 results for "Planning"

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
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 ...

Family offices feeling optimistic about 2024

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... 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 ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... 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 ...

ClearView welcomes chief of staff

CASSANDRA BALDINI  |  MONDAY, 18 SEP 2023
... 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 in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
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 ...

Advisers seek safe haven in fixed interest: AMP

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
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 ...

Cost-of-living crisis will persist into future: Study

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... 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.

Adviser exam records 73% pass rate

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2023
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 roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
... 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% ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
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 ...