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Showing 1541 - 1550 of 10929 results for "Planning"

We knew people would leave the advice industry: Hume

ANDREW MCKEAN  |  FRIDAY, 13 MAY 2022
The regulatory transition of the financial advice industry has been cumbersome for many people but senator Jane Hume believes the worst of it is over. In an interview with Stockspot, Hume welcomed the proper professionalism of the financial advice industry ...

Brookfield pursues asset management spin-off

JAMIE WILLIAMSON  |  FRIDAY, 13 MAY 2022
... The special distribution of shares would be around US$12 per share, chief executive Bruce Flatt said. The company is planning to list a new entity which will reportedly house its real estate, infrastructure, credit, private equity and renewable energy ...

Remembering Steve Williams

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
ClearBridge Investments has led tributes to its head of intermediary sales Steve Williams, who passed away last week following a short illness. Williams - affectionately known as Willo - passed away last Thursday, ClearBridge confirmed in a LinkedIn ...

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
The private wealth manager has sold a minority stake to Emigrant Partners as part of a broader strategy that will see Koda Capital make its own acquisitions. Emigrant Partners is now a minority strategic investor in the HNW firm, adding Koda Capital ...

AIST proposes crisis preparedness standards to APRA

ANDREW MCKEAN  |  WEDNESDAY, 11 MAY 2022
... has acknowledged the difficulty of implementing industry-wide rulesets and has released its future crisis contingency planning recommendations to APRA. In its submission, the AIST said the balance of risks and credible recovery options for each sector ...

ASX CHESS replacement delayed again

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
... The bourse did not advise when the project would be delivered by, instead saying this will be determined after further planning with its technology partner and consultation with stakeholders. It will depend on the timing of project milestones, such as ...

Advice firms struggle to make most of socials

JAMIE WILLIAMSON  |  MONDAY, 9 MAY 2022
A recent survey by BT found just 37% of financial advisers have received referrals via social media in the last 12 months. Earlier this year BT conducted a three-part webinar series on social media, with the majority of advisers in attendance using ...

Managed accounts drive profit, revenue surge

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
Financial advice firms using managed accounts for the last three years have seen almost 80% more profit per owner than those without, new research shows. Latest insights from Praemium and Business Health show practices using managed accounts achieved ...

Millennials want financial advice: Natixis IM

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
... frivolous spending over saving. "Millennials have high expectations, but they also are proactive when it comes to financial planning and are no longer the young twenty-somethings they're often thought to be," he said.

BWC Partners joins Count Financial

JAMIE WILLIAMSON  |  THURSDAY, 28 APR 2022
The national advice group has welcomed BWC Partners to its network, bringing its total new adviser count so far in 2022 to 41. BWC Partners is a boutique retirement advice firm with three offices in Victoria. The firm was founded in 2017 by Stephen ...