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Showing 1621 - 1630 of 10929 results for "Planning"

AGL rejects Cannon-Brookes, Brookfield bid

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
... stations earlier than scheduled, reducing greenhouse gas emissions. AGL has different plans for its coal power stations - planning to spin them off into a separate company under a demerger which would create AGL Energy and Accel Energy. "The proposal ...

HUB24 completes Class acquisition

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
HUB24's acquisition of self-managed super fund technology provider Class has finalised. The platform announced the takeover in October 2021 and folded the technology firm into a new business unit this month. The acquisition saw Class chief executive ...

Expansion strategy boosts Sequoia results

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
... secured a new general insurance AFSL which will allow SEQ General Insurance to operate in the same way Interprac Financial Planning does for risk advisers and compete with other general insurance brokerages offering an authorised representative service. ...

SMSF Association appoints chair

CHLOE WALKER  |  FRIDAY, 18 FEB 2022
... informative and entertaining manner," Hamilton said. "Since joining the board in 2019, his extensive client work in estate planning, administration and disputes, and all forms of superannuation tax, has enabled him to bring a fresh perspective to our ...

Aware Super advice arm to pay $20m fine

CHLOE WALKER  |  FRIDAY, 18 FEB 2022
... provided at least 17,500 customers with written disclosure documents advising them they would receive an annual financial planning review and another 7,800 customers entered ongoing advice service arrangements that included provision of an Annual Review ...

Advisers optimistic about revenue growth

KARREN VERGARA  |  THURSDAY, 17 FEB 2022
Financial advisers are expecting a bumper year ahead, optimistic that revenue and operations will improve as lockdowns lift and pandemic worries ease. The majority of advisers canvassed by CoreData and Colonial First State expressed this sentiment ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
Managed accounts platform WealthO2 has merged with financial planning software firm ROAR Software and wealth platform software specialist NEO. Wealth02 chief executive Andrew Whelan said the merger will significantly grow the business. "The coming together ...

Sudden departure for CountPlus chief

KARREN VERGARA  |  THURSDAY, 17 FEB 2022
... ASX-listed wealth management group after working as its director since October 2016. Rowe is the former chair of the Financial Planning Association of Australia. He was also an Australian representative at the Financial Planning Standards Board in the ...

CSLR will not fully protect investors

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
... industry stakeholders, who largely voiced concerns that the scheme should expand to all financial services. The Financial Planning Association of Australia (FPA), along with 14 other industry bodies, continue to push for expanding the CSLR's jurisdiction ...

Infocus adds four practices to network

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
Infocus added four new financial advice firms to the fold, including welcoming Victoria Devine's Zella Wealth. The non-aligned dealer group also brought to its network Toowoomba-based Healy Financial led by Matthew Healy; Shiva Saberi's Timeless ...