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Showing 1661 - 1670 of 10929 results for "Planning"

Insignia loses self-employed advisers

KARREN VERGARA  |  THURSDAY, 27 JAN 2022
Insignia Financial reported an exodus of self-employed advisers in the December 2021 quarter amid an overhaul of its advice fee model. The company, which recently shed the name IOOF, lost 118 advisers during the period. Most advisers (94) who left were ...

UBS acquires Wealthfront, opens multicultural division

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
UBS is expanding its global wealth management offering, with a focus on affluent young people and multicultural investors. UBS has acquired Wealthfront, an automated wealth management platform serving millennial and Gen Z investors, for US$1.4 billion. ...

Fin365 to launch hybrid advice platform

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
Fin365 is planning to launch a robo-advice platform, having acquired miPlan as part of its strategy. miPlan is a privately-owned, self-licensed robo-advice platform for individuals, retirees and small businesses. The acquisition aligns with Fin365's ...

CBA Group Super overhauls service providers

JAMIE WILLIAMSON  |  TUESDAY, 25 JAN 2022
... replaces Colonial First State Investments, while the financial advice mandate was previously held by Commonwealth Financial Planning. Commonwealth Financial Planning was closed in November last year, but not before part of it was transitioned to AIA ...

Advice firm rebrands, scores own AFSL

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
The move to self-licensing continues to grow as a Victoria-based advice practice scored its own AFSL after operating under a dealer group for 13 years. Armed with a new AFSL, Retireinvest has rebranded to Templeton Advice Group. Templeton has three ...

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... there were 18,822 financial advisers. Early that year, the total population stood at 21,103. Currently, AMP Financial Planning is home to the largest number of advisers, with 595, followed by the SMSF Advisers Network with 544 and Morgans Financial with ...

Most paraplanners will not become financial advisers

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
Despite popular belief, an overwhelming number of paraplanners do not intend to pursue a career as a financial adviser, a new report reveals. Fintech Tanngo, together with The Paraplanner Hub, found that almost three quarters of paraplanners (72%) see ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... (647) and owns 5.8% of the market. Synchronised Business Services (422) comes second place, along with Capstone Financial Planning (267), Lifespan Financial Planning (251), Count Financial (249), Ord Minnett (239) and Alliance Wealth (215). As a result ...

Positive hiring outlook for 2022: Research

CHLOE WALKER  |  WEDNESDAY, 19 JAN 2022
... cited as the top influences on increasing growth prospects in 2022. Further, more than four in five businesses (82%) are planning to hire permanent employees in 2022. "2022 promises to be a strong year for Australia's labour market as businesses ...

E&P pulls the plug on DASS

KARREN VERGARA  |  WEDNESDAY, 19 JAN 2022
Amid a slew of class actions and regulatory problems, the troubled superannuation subsidiary of E&P Financial Group is now in voluntary administration. PwC has been called in as voluntary administrators of Dixon Advisory and Superannuation Services ...