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Showing 1061 - 1070 of 10928 results for "Planning"

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
The wealth group will consolidate its self-employed licensees under one brand, to be owned by the advisers via a new equity model. It has also confirmed it will divest most of its holding in Godfrey Pembroke and is looking to sell Millennium3. Insignia ...

GBST snaps up Advice Intelligence

ANDREW MCKEAN  |  TUESDAY, 25 JUL 2023
GBST, a cloud-based SaaS wealth management provider, has acquired Advice Intelligence, the financial planning software provider that entered voluntary administration in May. GBST chief executive Robert DeDominicis said: "The acquisition positions GBST ...

Advisers service 120 clients on average

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
... advisers at the end of the June financial year. The most in-demand software advisers want help with relate to retirement planning (32%) and cashflow modelling (31%). There is also strong demand for their technology to integrate with bank accounts, trading ...

Spaceship secures $6m, plans new offering

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2023
With stop orders revoked, Spaceship is back in business and planning the launch of a new investment service, buoyed by an additional $6 million in funding. The extra cash comes from its two major shareholders, Mike Cannon-Brookes' family office ...

Insignia offloads investment bonds unit

KARREN VERGARA  |  MONDAY, 24 JUL 2023
... investment bonds to prepare for a variety of key life events, such as education, housing, health and aged care, and estate planning and we look forward to working with Insignia to ensure a smooth transition for IOOF policyholders," Kerr said. The life ...

Rethinking retirement: Focus on spending, not saving

ANDREW MCKEAN  |  FRIDAY, 21 JUL 2023
... sector]," Kerr said. "We need aged care in the room, we need trustees that help people do their estate management and estate planning. We need other investment options outside super to play a role and then we need to untangle this incredibly complex ...

Less than two weeks to nominate: Power50

STAFF WRITER  |  THURSDAY, 20 JUL 2023
With 130 nominations and counting, there is less than two weeks left to nominate the most influential financial adviser in Australia for Financial Standard 's annual Power50 list. Thus far, almost 118 financial advisers from all types of specialisations ...

Equip Super sets sights on being different

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2023
... MySuper and Transport Industry Super have been closed, while MyLife MyAdvice will now be known as Catholic Super Financial Planning and MyLife MyPension will be Catholic Super Retirement Income. Meanwhile, the Equip Super brand has been revitalised and ...

Advisers' experience stands at 14.5 years

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
... less. Around 10% of registered advisers have exactly five years' experience. The biggest licensees such as AMP Financial Planning have on average 15.3 years of experience. Morgans Financial advisers have 17.3 years, while Ord Minnett advisers have 18.7 ...

APRA finalises operational risk prudential standard

ANDREW MCKEAN  |  TUESDAY, 18 JUL 2023
... new requirements that address identified weaknesses in existing controls. It also aims to improve business continuity planning, positioning entities to respond effectively to severe disruptions. Moreover, it enhances third-party risk management by ensuring ...