Search Results | Showing 221 - 230 of 11031 results for "Planning" |
| | | Former financial adviser Donald James Cuthbertson has been charged with 11 additional counts of dishonest representation. Last year, Cuthbertson was slapped with multiple charges for allegedly making dishonest representations to potential investors ... |
| | | | ... structured as recurring revenue multiples for practicality. Based on what Centurion Market Makers saw last year, a financial planning business co-located with the buyer can sell for between 2.5x to 3.5x recurring revenue. Meantime, a large financial ... |
| | | | The Australian Financial Complaints Authority (AFCA) has suspended expelling members in liquidation linked to the collapse of the Shield Master Fund and First Guardian Master Fund. This means United Global Capital (UGC) and Next Generation Advice, which ... |
| | | | Treasury's fresh review into managed investment schemes (MISs) falls short of addressing critical issues that could prevent another Shield Master Fund and First Guardian Master Fund disaster, the Financial Advice Association Australia (FAAA) says. ... |
| | | | ... Shield and First Guardian, including MWL Financial Services, Financial Services Group Australia, and Interprac Financial Planning. |
| | | | ... being driven by social media ads, lead generation or third-party influences and not by long-term professional financial planning in their best financial interests. "Healthy competition and choice are long-term features of Australia's super system, but ... |
| | | | A new report revealed an uplift in adviser expectations across functionality, service and security from their platform providers. The Investment Trends' 2025 Platform Competitive Analysis and Benchmarking Report reflected a more demanding assessment ... |
| | | | ... of the second Hubco entity, Select Advice, the initiative continues to progress several acquisitions including Legacy Planning with multiple additional opportunities currently under development, Cullen said. "The Investco initiative represents an important ... |
| | | | Aware Super has launched Retirement Manager, a new retirement planning and management platform, for members aged 60 and over. The digital advice tool launched earlier this month to all eligible Aware Super members, aiming to assist them in assessing ... |
| | | | Colonial First State (CFS) has ceased its partnership with digital advice technology provider Otivo less than two years after joining forces, opting instead to launch an in-house offering called Super Advice. As of February 23, the Otivo digital advice ... |
|