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Showing 311 - 320 of 10920 results for "Planning"

Invesco sells intelliflo to Carlyle Group

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
... forces five years earlier to invest in its development, operations, sales and marketing. Intelliflo provides financial planning, client onboarding, CRM, compliance workflows, and reporting solutions. Based in the UK, intelliflo was founded in 2004 and ...

QIC harvests rare earth elements to turbocharge net zero transition

MATTHEW WAI  |  WEDNESDAY, 27 AUG 2025
... environmental footprint. "QIC's investment provides the Sandy Mitchell project certainty as we transition into mine planning and continue discussions with offtake partners domestically and internationally." QCMBTF is a Queensland government initiative ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
The latest findings from Investment Trends reveal that only half of financial advice practices report positive momentum when it comes to profitability. The 2025 Adviser Business Model Report shows that profitability in the sector continues to improve ...

Australia emerges as managed accounts leader: Research

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... six hours on average. Additionally, 69% cited portfolio reporting tools as essential and 61% cited integrations with planning software as key. Further, the study found that 67% of users achieved more consistency in their client offering. Observing the ...

Fiducian FUA reaches $5bn

KARREN VERGARA  |  MONDAY, 18 AUG 2025
Fiducian Group's funds under advice (FUA) hit $5 billion in the 2025 financial year as net inflows from salaried and franchisee financial advisers reached $343 million. FUA grew 4% year on year from $4.8 billion across its Core, Auxilium and Badges ...

Leaders push for overseas skills recognition

ELIZA BAVIN  |  MONDAY, 18 AUG 2025
... after the Financial Advice Association Australia (FAAA) entered a memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India in an attempt to bridge the adviser gap in November 2024. One of the main goals of the MoU was ...

Account number issue causes angst, undue admin work: FAAA

KARREN VERGARA  |  WEDNESDAY, 13 AUG 2025
Flaws in Delivering Better Financial Outcomes (DBFO) Tranche 1 has inundated financial advisers with angst and more administrative work thanks to confusion surrounding account number inclusion in consent forms, according to the Financial Advice Association ...

PC suggests removing excessive entry requirements for advisers

ELIZA BAVIN  |  WEDNESDAY, 13 AUG 2025
In its fourth of five papers addressing productivity hurdles in Australia's economy ahead of the government's Economic Reform Roundtable, the Productivity Commission (PC) has recommended paring back some of the entry requirements that have impacted ...

CBA sets aside $52m for remediation

ELIZA BAVIN  |  WEDNESDAY, 13 AUG 2025
... behalf of CFSIL and AIL. In the advice space, CBA gave an update on the class action filed against Commonwealth Financial Planning (CFP), Financial Wisdom (FWL) and CMLA in August 2020 relating to CMLA life insurance policies recommended by financial ...

Insignia offloads IOOF Alliances to Entireti

KARREN VERGARA  |  TUESDAY, 12 AUG 2025
... Matt Lawler. The Entireti group includes Akumin, Fortnum Private Wealth and Personal Financial Services. AMP Financial Planning, Hillross and Charter Financial Planning officially rebranded to Akumin in March. AMP Financial Planning is now known as Akumin ...