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Showing 1701 - 1710 of 10929 results for "Planning"

Partners Wealth Group launches Partners Private

ELIZABETH MCARTHUR  |  TUESDAY, 7 DEC 2021
Financial advice firm Partners Wealth Group has launched a new venture for sophisticated and wholesale investors. Partners Private will provide access to investments for individuals, who meet the definition of a sophisticated or wholesale investor ...

Kelly Partners acquires in NSW

KARREN VERGARA  |  MONDAY, 6 DEC 2021
... paid $4.4 million for a Penrith-based accounting firm. In April 2021, it also acquired a 51% interest in a financial planning business on the Central Coast of New South Wales. It has 17 offices in total, eight of which Kelly said qualify in the top 100 ...

AAT downgrades adviser banning

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
A former financial adviser who copped an eight-year ban early this year will now serve a shorter banning order. The Administrative Appeals Tribunal reduced Lisa Lee's banning to six years. Her appeal to the AAT heard that she "accepted that what she ...

AMP North further expands menu

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
AMP's platform North made 20 investment options available in December. One dozen sustainability and eight technology-themed options are now available to financial advisers. The technology-themed options reflect growing appetite among advisers and ...

Clime partners for $330m SMAs

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
Clime Investment Management has partnered with a managed accounts specialist to create a $330 million product. On December 2, Ralton Asset Management and Clime entered an exclusive agreement to combine their separately managed accounts businesses. The ...

Proposed reforms could simplify advice

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
Fresh proposals from the Australian Law Reform Commission aim to simplify several complex areas of financial advice legislation. The ALRC is proposing sweeping changes to financial services law, including changes that affect the advice industry, tabled ...

Mine Super appoints chief executive

JAMIE WILLIAMSON  |  THURSDAY, 2 DEC 2021
... "These efforts see us placed as one of Australia's top performing funds over the last financial year. Our succession planning has been robust and we are very pleased to have such a committed, dynamic and capable leader within our ranks, who will continue ...

ASIC sets out limited advice expectations

KARREN VERGARA  |  THURSDAY, 2 DEC 2021
ASIC has provided a roadmap for financial advisers to ensure that they do not breach their limited advice obligations. The corporate regulator has spelled out how not to breach limited advice regulation in the new information sheet INFO 267: Tips for ...

CFS targets adviser market

KARREN VERGARA  |  THURSDAY, 2 DEC 2021
... expect to benefit from the large technological and operational spend as CFS works to integrate with external financial planning, accounting and other software. "We know that advisers use a plethora of software solutions, and we think there's a huge ...

New financial crisis standards proposed

JAMIE WILLIAMSON  |  THURSDAY, 2 DEC 2021
... strengthening how entities, including superannuation trustees, respond to financial crises. CPS 190 Financial Contingency Planning (CPS 190) and CPS 900 Resolution Planning (CPS 900) are the new standards, now open to a five-month consultation. CPS 190 ...