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Showing 1031 - 1040 of 10928 results for "Planning"

Talent attraction key to family office growth: KPMG

CHLOE WALKER  |  WEDNESDAY, 23 AUG 2023
... increasingly shaping themselves with a corporate-style structure reflected in their approaches to investment, succession planning, governance, and recruitment. "At KPMG, we are often asked by family offices, 'What should I pay my CEO?' Family ...

ClearView reset pays dividends

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2023
... shareholding in the latter. Centrepoint also took over ClearView subsidiaries ClearView Financial Advice (CFA), Matrix Planning Solutions and LaVista Licensee Solutions. ClearView managing director Nadine Gooderick said the decision to reset and transform ...

Munich Re targets AMP over alleged reinsurance misconduct

ANDREW MCKEAN  |  WEDNESDAY, 23 AUG 2023
... Buyer of Last Resort (BOLR) terms. Its changes caused a marked reduction in the practice valuations of AMP Financial Planning advisers. In an ASX announcement, George said: "We have booked a $50 million provision in response to the judgment in the Financial ...

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
... loved ones also lost money, including his wife and best friend. He told the program that he had been "in the [financial planning] game for 35 years" and if an "influential financial adviser" like him couldn't spot a scam then "Joe Blow out there ...

Platform comparison fintech launches

KARREN VERGARA  |  TUESDAY, 22 AUG 2023
SuitabilityHub, a new fintech that allows financial advisers to compare platform providers' features and takes the focus off fees, has launched to financial advisers. SuitabilityHub is a one-stop shop that drills down on platform providers' ...

AMP settles class action for $110m

KARREN VERGARA  |  MONDAY, 21 AUG 2023
AMP has put to bed a class action relating to fee for no service scandals and misleading regulators as exposed by the Royal Commission but claims no responsibility in settling for $110 million. The class action filed in June 2018, affected AMP shareholders ...

Financial Standard kicks off Power50 voting

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2023
Voting is now open for the 2023 FS Power50, recognising the most influential financial advisers in Australia. This year, Financial Standard received more than 200 nominations for the FS Power50, with 116 progressing to the voting stage. "The FS Power ...

Watershed Funds Management appoints head of distribution

CASSANDRA BALDINI  |  MONDAY, 21 AUG 2023
... resounding endorsement of our strong growth and ability to deliver industry-leading investment solutions to financial planning businesses and their clients," he said.

Foresters Financial launches tax-effective education bond

ANDREW MCKEAN  |  MONDAY, 21 AUG 2023
... education bonds is the variety of ways it can be used and the flexibility it provides, including tax benefits, estate planning and generational transfer of wealth capabilities." "Families can access funds at any time and can use it to claim anything ...

Madison FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
Madison Financial Group has joined forces with Godfrey Pembroke's Practice Development Group (PDG), consolidating their operational and AFSL services to create a new entity providing back-office services to their financial advice networks. Madison ...