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Showing 171 - 180 of 4061 results for "financial planning"

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
... 27% rise in revenue and operating profit growth of 91%. Sequoia liquidated its troubled advice firm Libertas Financial Planning last year, which failed to pay an Australian Financial Complaints Authority (AFCA) determination two months prior to it folding. ...

Retirees not confident in Age Pension: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 23 AUG 2024
... follows the recent white paper released by Allianz Retire+ which advocates for a shift in focus in retirement financial planning. "Australians are looking to embrace a second act that could span 25 years or more, but many don't feel financially prepared ...

Minchin Moore merges with Brand Financial

ELIZA BAVIN  |  THURSDAY, 22 AUG 2024
... Queensland. Brand is the founder of Brand Financial and brings over two decades of expertise in wealth management and financial planning. Minchin Moore said his deep knowledge of the Queensland market and his commitment to client-focused financial advice ...

ASIC scraps Libertas' AFSL for unpaid compensation

KARREN VERGARA  |  TUESDAY, 20 AUG 2024
... be expected to pick up the cost of a bunch of these complaints? Why did Sequoia Financial Group put Libertas Financial Planning into liquidation and why did they avoid paying out on this AFCA determination? Does this suggest that we should expect a lot ...

Future Group joins campaign to ban gambling ads

MICHELLE BALTAZAR  |  WEDNESDAY, 14 AUG 2024
... investor campaign to stop media giants Seven West and Nine Entertainment from running gambling ads. Ethinvest, a financial planning group, and Future Group, the parent company of super funds including Guild Super and Verve, are supporting the campaign ...

AMP sells advice licensees to Entireti, AZ NGA

JAMIE WILLIAMSON  |  THURSDAY, 8 AUG 2024
... $15 million. Entireti, formerly Fortnum Private Wealth, and AZ NGA will pay $10.2 million to acquire Charter Financial Planning, Hillross, AMP Financial Planning and support firm Jigsaw. To do so, it will form a joint venture entity, currently known ...

New mandates boost Clime FUM

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... Management handed Clime $240 million to help manage the funds on behalf of Victorian financial advice group DMG Financial Planning. Clearwater, a boutique multi-manager based in Sydney, manages the DMG Diversified Portfolio (DMGDP) and Clearwater Dynamic ...

How advisers can reap additional $2.1bn in revenue

KARREN VERGARA  |  THURSDAY, 25 JUL 2024
... clients become more cost-conscious and seek low-fee alternatives for simplified investment strategies and basic financial planning. By 2030, the 250 financial advisers surveyed anticipate servicing an additional 486,000 clients, with 76% saying their ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
... 10,595. Shaw and Partners, Findex, and Morgans Financial gained the most advisers. Meanwhile, Merit Wealth, AMP Financial Planning, and Bridges Financial Services lost the highest number of advisers. Superannuation fund-linked advisers is the smallest ...

ASIC permanently bans Queensland adviser

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
... linked to AFSL Holdings Australia. He was a member of the Tax Practitioners Board and only held a Diploma of Financial Planning. Abdalla has the right to appeal to the Administrative Appeals Tribunal for a review of ASIC's decision.