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Showing 1491 - 1500 of 10928 results for "Planning"

Adviser associations to merge

CASSANDRA BALDINI  |  THURSDAY, 30 JUN 2022
... the 40-year-old association and merge with The Advisers Association (TAA). ARA represents around 90 Charter Financial Planning businesses and approximately 250 advisers. Its members voted for the closure at a general meeting in April. The merger is a ...

Retirement Income Covenant a win for advisers - but for how long?

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
... itself. The passage of the Retirement Income Covenant earlier this year was eagerly welcomed by the likes of the Financial Planning Association of Australia; "financial planners now look forward to their clients having the ability to access a broader ...

Practifi partners with Voyant

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
The Australian wealth management technology platform is partnering with financial planning solution Voyant to provide enhanced client experience and performance optimisation. The integration, which comes just one year after Voyant's entrance into the ...

Advisers optimistic for the future: Natixis IM

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
... advisers are less likely to see other factors, such as streamlining their client base (28% vs 25% globally) or succession planning (17% vs 24% globally), as critical to their success. Rather, they highlight access to technology as the most important ...

ASIC urges market to improve outage resilience

CASSANDRA BALDINI  |  WEDNESDAY, 29 JUN 2022
... communication, session states, order and trade positions, intraday checkpoints, cut-off times, and business continuity planning and IT disaster recovery. ASIC's report said procedures for session states should be refined during market outages, including ...

Former adviser charged over faked books

CHLOE WALKER  |  TUESDAY, 28 JUN 2022
... ASIC investigation. ASIC alleged that between February 2010 and December 2018, Tai Thanh Nguyen of Interprac Financial Planning falsified company books on seven different occasions while carrying out his financial planning and advice business, Financial ...

Wealth industry on the cusp of evolution: Report

CASSANDRA BALDINI  |  TUESDAY, 28 JUN 2022
... Management 3.0" - have been investing high single-digit percentages of their revenues in this transformation effort and are planning to continue to do so for the next three to five years. The new era will see the combination of broadening client and ...

AMP North caps fees to expand adviser footprint

ANDREW MCKEAN  |  TUESDAY, 28 JUN 2022
AMP is lowering the maximum administration fees charged for MyNorth Investment and MyNorth Super accounts on its North platform. According to an AMP statement, the new limits on administration fees as part of an effort to push further into the IFA market. ...

AZ NGA firms merge for growth

JAMIE WILLIAMSON  |  TUESDAY, 28 JUN 2022
Henderson Matusch Group and Logiro are set to merge to gain scale and better position them for future acquisitions. The two Brisbane-based firms have announced a non-cash merger to create a multi-disciplinary firm. In total the merged entity will have ...

AMP wants life insurance caps raised, fees lowered

CASSANDRA BALDINI  |  MONDAY, 27 JUN 2022
... at $5334. AMP said the increase in consumers' costs reflects the increased costs for owning and operating a financial planning business. "The impact of increased and complex regulation has increased the input costs of businesses. These costs include ...