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Showing 1141 - 1150 of 10928 results for "Planning"

FAAA suggests adviser pathway tweaks

CHLOE WALKER  |  FRIDAY, 5 MAY 2023
The Financial Advice Association Australia (FAAA) has supported the government's experienced adviser pathway proposal, though suggests the measure be better targeted. The proposal, opened to consultation last month, seeks to clarify the educational ...

Kilter Rural launches $500m agriculture fund

CHLOE WALKER  |  THURSDAY, 4 MAY 2023
... access points is good." Gunn said Kilter Rural has always been accepting of the science around climate change and has been planning its landscapes for extreme weather events with the help of the CSIRO and IPCC. "For many years, the CSIRO and IPCC have ...

Digitisation, personalisation key for advice firms: BlackRock

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
In an exclusive interview with Financial Standard, BlackRock US wealth advisory group director Jim Renitsky said digitisation and personalisation at scale have become key differentiation points for adviser businesses. Reflecting on trends seen in the ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... $4.2 million in funds under advice. Alliance Wealth (279), Count Financial (271), Ord Minnett (269), Capstone Financial Planning (259), Lifespan Financial Planning (258), SMSF Advisers Network (241), Fortnum Private Wealth (213), Shaw and Partners (174) ...

Superhero to launch adviser platform

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
The platform, set to hit the market in the first half of next year, will focus on providing accessible investment and superannuation portfolio solutions to better serve financial advisers and their clients. Superhero chief executive and co-founder John ...

MLC Life appoints chief investment officer

KARREN VERGARA  |  TUESDAY, 2 MAY 2023
... success of our business." Endo succeeds Yosuke Nakano, who will leave MLC Life to join Nippon Life's global business planning department based in Mumbai. Nakano will become general manager and head of Indian business for the global business planning ...

Adopt QAR recommendations now: Levy

CASSANDRA BALDINI  |  TUESDAY, 2 MAY 2023
Quality of Advice Review chair Michelle Levy says the government is stalling the implementation of the recommendations set out in her final report. The 267-page report, initially released to government in December, included 13 primary recommendations ...

MA Financial acquires US credit manager

CHLOE WALKER  |  TUESDAY, 2 MAY 2023
... investments, while senior executive Kent MacWilliams will become head of MA Financial US specialty finance. MA Financial is also planning to expand its fund distribution capabilities in the US. According to MA Financial, the acquisition and fund launch ...

SQM reveals top, worst rated ASX200 equities

JAMIE WILLIAMSON  |  MONDAY, 1 MAY 2023
... business. We will never be a broker, nor a real estate agent. We will always put investors first and support the financial planning profession in that mandate."

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
... WealthConnect aimed to be a "uniquely modern technical solution" by leveraging Salesforce and offering advanced financial planning, wealth management, and broking capabilities. "As part of our licensee proposition, AMP Advice is committed to providing ...