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Showing 1021 - 1030 of 10928 results for "Planning"

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 ...

ART, AvSuper closer to merging

KARREN VERGARA  |  MONDAY, 28 AUG 2023
... 2.2 million members. AvSuper said there is "still a lot of work to be done before the merger takes place" in terms of planning and commencing for this transition, including organising the transfer of the defined benefits accounts to ART. AvSuper's Growth ...

ASFA, Super Consumers Australia revise retirement standards

CHLOE WALKER  |  MONDAY, 28 AUG 2023
... they'll need $777,000. For pre-retiree couples looking to spend $69,000, they'll need $425,000 between them come age 65. If planning to spend $87,000 per year, they'll need $1.03 million. As for current retirees, in order for a single person to have ...

MA Financial strengthens lending business

CHLOE WALKER  |  MONDAY, 28 AUG 2023
... variable rate basis - has been a standout performer. "So that continued education and work that we do with advisers and planning groups got momentum behind it five years ago, and our track record has performed throughout that market volatility, which ...

Legacy issues, business overhaul plague E&P results

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
Legacy issues and ongoing structural changes continue to plague E&P Financial Group as it looks for better performance under the new chief executive in FY2024. The ASX-listed firm reported sinking revenues and profits in the last financial year of $167.1 ...

Former AFA president Dugald Mitchell remembered

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
Dugald Mitchell, a former president of the Association of Financial Advisers (AFA), passed away on August 18 at the age of 89. Mitchell was an active member and leader of the AFA, playing key roles as a member of the National Education Committee and ...

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
... converts the recording into a compliant file note that reads as a fluid conversation that captures the nuances of financial planning language. Guideway advisers have been using the technology since July 1. Last week, it was made available to the entire ...

Corporate fund inks deal with Link

ANDREW MCKEAN  |  THURSDAY, 24 AUG 2023
... the right partner to make our member services offering even more engaging. This is a significant project, and we are planning on the transition being completed in mid-2024." ANZ Staff Super has about $6 billion in funds under management.

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
Following the recent decision to overhaul its advice model, Insignia Financial will now consolidate its client engagement teams to create a Client Wellbeing division as it prepares for the post-Quality of Advice Review world. Within its FY23 results ...