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Showing 1571 - 1580 of 10932 results for "Planning"

Blacktower launches in Australia

JAMIE WILLIAMSON  |  MONDAY, 28 MAR 2022
After flagging its intention to establish a local presence, global firm Blacktower Financial Management Group has launched in Australia. Blacktower first gained its AFSL and publicised its plans for Australian operations in October last year. The Blacktower ...

AvSuper marks strong EOI response, adds to board

JAMIE WILLIAMSON  |  MONDAY, 28 MAR 2022
... practice for more than two decades before retiring in early 2021. Among other things, Coogan is well versed in strategic planning and fund mergers, expertise that will come in handy as AvSuper considers its options. "David brings us a wealth of experience ...

ASIC releases latest adviser exam results

JAMIE WILLIAMSON  |  FRIDAY, 25 MAR 2022
Just 32% of the financial advisers that sat the exam in February have passed. Releasing the results of the February exam on Friday, ASIC said 32.4% or 108 of the 333 advisers in the sitting were successful. Of the February candidates, 73% were sitting ...

Key Budget measure won't help economy: Academic

JAMIE WILLIAMSON  |  FRIDAY, 25 MAR 2022
... spending, removing the influence of political campaigning caused by our short election cycle and facilitating broader planning over 30 years or more," Karunaratne said. Meanwhile, slashing of the fuel excise and investment in mental health will also ...

Industry association rebrands

JAMIE WILLIAMSON  |  FRIDAY, 25 MAR 2022
The Stockbrokers and Financial Advisers Association will now be known by a name that more accurately reflects its membership, the body said. The association has received full member support to change its name to Stockbrokers and Investment Advisers ...

Practice valuations to normalise: Report

JAMIE WILLIAMSON  |  THURSDAY, 24 MAR 2022
... 2.3x and 3.0x recurring revenue for annual client fees above $3000 and 2.5x to 3.0x for those over $5000. A financial planning business that is co-located with its buyer can fetch between 2.2x and 3.0x recurring revenue, while a risk/super only client ...

Janus Henderson appoints new chief executive

CHLOE WALKER  |  THURSDAY, 24 MAR 2022
... Services from 2006 to 2020. Janus Henderson's chair Richard Gillingwater said that as part of the chief executive transition planning, the board conducted an extensive internal and external search to identify an executive who "both understands our business ...

UK advice firm enters Australia

JAMIE WILLIAMSON  |  WEDNESDAY, 23 MAR 2022
... Management has entered the local advice market, looking to capitalise on the growing need for cross-border financial planning. In a statement, the firm said: "We are delighted to formally announce Skybound's expansion into Australia. This exciting development ...

ASIC scrutinises managed fund marketing

ELIZABETH MCARTHUR  |  WEDNESDAY, 23 MAR 2022
... said. "ASIC remains concerned that managed fund promoters continue to target consumers, particularly retirees or those planning for retirement, with ambiguous or misleading performance and risk representations. Where we identify fund marketing of concern ...

Dealer group faces anti-hawking charges

JAMIE WILLIAMSON  |  TUESDAY, 22 MAR 2022
... products. National Advice Solutions is privately owned and describes itself as a "dealer group offering end to end financial planning solutions". It is headed by managing director and responsible manager Gail Glasby and responsible manager Paul Carcallas. ...