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| | | 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, 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 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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