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| | | ... nearly 50% since the start of the year, compounded by ASIC's recent lawsuit against subsidiary InterPrac Financial Planning, which has wiped millions from its market cap. Sequoia's share price opened at 23 cents this morning after riding as high ... |
| | | | ... provides a wide range of bespoke wealth management solutions, including personalised investment strategies, tax and estate planning, second-generation advice, philanthropy, and private client advisory services. "We are thrilled to welcome Garth and Cathy ... |
| | | | Australia's high-net-worth (HNW) population continues to grow but so do risks related to their investments, as over a quarter now seek advice due to shifted priorities and a focus on private markets. LGT Wealth Management's 2025 State of Wealth ... |
| | | | ... he said. He added that platforms will play a key role in boosting advisers' operational capacity, with more practices planning technology stack reviews, which is up to 28% from 22% in 2024. Nearly one third said they also want better system integration. ... |
| | | | ... and interest rates have already fallen three times this year," Chalmers said. "This is the soft landing we have been planning for, preparing for and hoping for." Chalmers said the nation has made "remarkable progress" in the economy, but added there ... |
| | | | ... said. Findings indicated a 33-fold increase on the total number of AMP members receiving guidance on their retirement planning, since last year. AMP group executive of superannuation and investments Melinda Howes said: "We've seen an incredible uplift ... |
| | | | Although financial advice is not part of the group that will fall under the upcoming anti-money laundering/counter-terrorism financing (AML/CTF) reform, an expert told the Financial Advice Association Australia (FAAA) Congress advisers may be caught ... |
| | | | The opportunity costs of leaving cash in a savings account are too high as financial advisers can do more to help manage clients' emotional responses when it comes to taking higher risks with their money, a behavioural finance expert said. At the ... |
| | | | Sequoia Financial Group's chair has told shareholders that "good governance remains central" to how it operates and confirmed it is in talks with Netwealth and Macquarie over their decision to bar InterPrac advisers. Addressing its annual general ... |
| | | | ... emerging adviser. The FAAA University Student of the Year Award, which recognises members who are enrolled in a financial planning related course in a tertiary institution or equivalent, was given to Katherine Mitterer. She is currently studying a Bachelor ... |
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