Search Results | Showing 111 - 120 of 10918 results for "Planning" |
| | | Treasury's fresh review into managed investment schemes (MISs) falls short of addressing critical issues that could prevent another Shield Master Fund and First Guardian Master Fund disaster, the Financial Advice Association Australia (FAAA) says. ... |
| | | | ... Shield and First Guardian, including MWL Financial Services, Financial Services Group Australia, and Interprac Financial Planning. |
| | | | ... being driven by social media ads, lead generation or third-party influences and not by long-term professional financial planning in their best financial interests. "Healthy competition and choice are long-term features of Australia's super system, but ... |
| | | | A new report revealed an uplift in adviser expectations across functionality, service and security from their platform providers. The Investment Trends' 2025 Platform Competitive Analysis and Benchmarking Report reflected a more demanding assessment ... |
| | | | ... of the second Hubco entity, Select Advice, the initiative continues to progress several acquisitions including Legacy Planning with multiple additional opportunities currently under development, Cullen said. "The Investco initiative represents an important ... |
| | | | Aware Super has launched Retirement Manager, a new retirement planning and management platform, for members aged 60 and over. The digital advice tool launched earlier this month to all eligible Aware Super members, aiming to assist them in assessing ... |
| | | | Colonial First State (CFS) has ceased its partnership with digital advice technology provider Otivo less than two years after joining forces, opting instead to launch an in-house offering called Super Advice. As of February 23, the Otivo digital advice ... |
| | | | ... being blacklisted from several platforms, Sequoia Financial Group is now reviewing the viability of InterPrac Financial Planning. Sequoia managing director and chief executive Garry Crole told investors overnight the "negative media attention" surrounding ... |
| | | | ... segment and disciplined acquisitions. Count completed nine M&A transactions during the half year, including four financial planning acquisitions. FUA increased to $40.2 billion (up 11%), driven by new client growth and net client inflows. Meantime, the ... |
| | | | ... in wealth structuring and governance, guiding families and not-for-profit boards through the intricacies of succession planning, risk management, growth strategies for emerging businesses and asset protection. She also serves as an independent adviser ... |
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