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Showing 1131 - 1140 of 18247 results for "Plan"

Charges dropped against Macquarie adviser

KARREN VERGARA  |  TUESDAY, 8 OCT 2024
Charges against a former Macquarie financial adviser, including five counts of fraud, have been dropped. The Brisbane Magistrate's Court dismissed all 27 charges laid against Warren Scott Acworth on October 3 after the Commonwealth Director of Public ...

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
Pride Advice has acquired two firms, flagging there is more "room for growth to come." The acquisitions of Adelaide-based Flexible Lifestyle Solutions and Serious Money have expanded Pride Advice's team from four to 11 advisers and to 30 supporting ...

Betashares launches defence ETF

KARREN VERGARA  |  TUESDAY, 8 OCT 2024
Betashares has launched an ETF that targets companies dedicated to manufacturing weapons and military equipment and technology. Betashares Global Defence ETF was admitted on the ASX on October 4 under the ticker code ARMR. It invests in up to 60 companies ...

Wholesale investor test changes on ice: Parliamentary committee

KARREN VERGARA  |  FRIDAY, 4 OCT 2024
An overhaul of the wholesale investor test thresholds is on ice but potential major changes are still on the agenda, a parliamentary hearing confirmed this morning. Sitting on the committee, senator Paul Scarr said while there has been public debate ...

FAAA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 3 OCT 2024
Private wealth adviser Craig Roberts of Elston Private Wealth in Queensland has been awarded the Gwen Fletcher Memorial Award for the second semester of 2024 by the FAAA. The award recognises the highest performing student in the Certified Financial ...

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
The advising-arm of AMP continues to expand its network after reporting revenue growth in 1H24. Its advice revenue and revenue per practice have increased 16% and 11.6% respectively on the last quarter, AMP said. In addition, AMP said Melbourne-based ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
... its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert clients if further information is required, and connects them to estate planning legal experts. Tribel advisers will ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
MUFG Pension & Market Services has acquired 100% of financial software Moneysoft, with plans to integrate the technology into its retirement product portfolio. Moneysoft has become part of the Retirement Solutions business at MUFG Pension & Market Services ...

Pengana pauses share buyback

ANDREW MCKEAN  |  WEDNESDAY, 2 OCT 2024
... doesn't reflect its true value, it's paused its share buyback program until uncertainties around the Employee Share Loan Plan are settled. The board believes a buyback would normally benefit shareholders, but it's waiting for more clarity before proceeding. ...

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
... and 11 points respectively. Overall, clients said their advisers add value in three core areas: helping build a realistic plan for a comfortable retirement, getting the most out of a financial situation, and reducing financial stress. Russell Investments ...