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| | | ... were retail funds. AMP's Wealth Personal Superannuation and Pension Fund spent $294.5 million on external financial planning payments, followed by Macquarie's Superannuation Plan at $213.5 million. The HUB24 Super Fund came third ($172.8m), then ... |
| | | | ... utilising my knowledge and contributing to the association's continued success." Carrying a diverse history in financial planning and taxation, Sue said she feels privileged for the opportunity and is "particularly eager to highlight the importance of ... |
| | | | ... better focus on retention. Close to 60% are focusing on acquiring clients aged 50-65. About 79% believe having financial planning conversations with their clients' heirs is a crucial step to retaining assets, Natixis said. Natixis country head Australia ... |
| | | | ... fellow panellist SWFS Financial Group director Shitij Mann said the firm shifted its identity last year from a financial planning company to a financial services company; a change driven by evolving client expectations. Mann said, in response, discussions ... |
| | | | ... far from straightforward. DB funds require complex actuarial work, tight regulatory oversight, and careful financial planning, she said. One key challenge is that, as the funds shrink over time-whether through payout obligations or mergers-the operational ... |
| | | | ... highest standards and professionalism. This is the second year the awards take place following the merger of the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA). The finalists for the FAAA CFP Professional of the ... |
| | | | ... journey. "This recognition is a real honour and I see it as symbolising the pinnacle of my formal education. Financial planning is about helping people navigate some of the most important decisions of their lives. Trust is essential in our profession ... |
| | | | ... McGrath said. "Moneysoft's cloud-based capabilities in Open Finance and the Australian Consumer Data Right, Financial Planning System integration and financial advice automation will provide our clients the ability to create powerful, meaningful engagement ... |
| | | | ... FAAA's study also debunks the myth that financial advice is solely for the rich. At his own practice, Globe Financial Planning, FAAA chair David Sharpe sees a variety of mum and dad clients who earn a median salary of $100,000. "Those who aren't ... |
| | | | ... She earlier led her own consultancy, providing investment and portfolio construction advice to independent financial planning firms and dealer groups as well as product and asset management consultancy to asset management firms. Other previous roles ... |
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