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Showing 1011 - 1020 of 10926 results for "Planning"

NowInfinity bolsters estate planning capabilities

CASSANDRA BALDINI  |  TUESDAY, 12 SEP 2023
... clarity for advisers and trustees, and importantly provide clarity with regards to death benefit payments for estate planning purposes." Williams added that NowInfinity is committed to supporting accountants, lawyers, and other financial professionals ...

Experience pathway enshrined in legislation

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
The highly anticipated legislation that recognises veteran financial advisers as professionals and exempts them from undertaking further qualifications has passed both houses of parliament. The Labor government passed Treasury Laws Amendment (2023 Measures ...

Spark adopts two fintechs

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... development for Australia and Europe Stephen Brown said the software is designed to remove the complexity around financial planning while enabling Spark advisers to visually demonstrate necessary cashflow levels at each life stage so clients can invest ...

Life Sherpa rolls out investment solution

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2023
Hybrid advice provider Life Sherpa is partnering with OpenInvest to offer a low-cost managed investment portfolio solution for clients with low balances. With a minimum investment of $5000, the offering comprises four diversified portfolios with a range ...

Financial advice firms profits jumps: Research

CASSANDRA BALDINI  |  WEDNESDAY, 6 SEP 2023
New data suggests that 38% of financial advisers are reporting higher practice profitability. According to Investment Trends' 2023 Adviser Business Model Report, the number of advisers has decreased, but on average those who are left, are servicing ...

Colonial First State previews new MA offering

CHLOE WALKER  |  WEDNESDAY, 6 SEP 2023
Colonial First State (CFS) has revealed its new managed accounts offering, to be made available on the newly launched Edge platform. The Accelerate Series has been designed in response to feedback from financial advisers, helping them meet best interest ...

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
Libertas Financial Planning is in the process of liquidation, a decision made by parent company Sequoia Financial Group four years after it was acquired. Libertas' operations and customers will transfer to Interprac Financial Planning and Sequoia ...

Midwinter partners for paraplanning solution

CHLOE WALKER  |  WEDNESDAY, 30 AUG 2023
... will shape a promising and transformative future for our business, setting a new standard of excellence in the financial planning sector," Gassner said. Meanwhile, TNW Solutions director Esha Khosla concurred: "We have a common objective to increase ...

Strategic reset delivers for Count

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2023
Count has seen growth in its wealth business, with aggregated revenues rising 24%, gross business earnings up 19%, and a significant jump in adviser numbers. In "a year of transformation", Count reported a very slight decline in net profit after tax ...

Count welcomes Rockhampton practice to network

STAFF WRITER  |  TUESDAY, 29 AUG 2023
Rockhampton firm TISLife is the latest practice to join the Count adviser network. TISLife, started in 2015, is run by managing director Andrew Thackeray and specialises in insurance advice. It officially joined the Count fold earlier this month. "Our ...