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Showing 331 - 340 of 10920 results for "Planning"

Fitzpatricks advice GM resigns

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... Fitzpatrick's Advice Partners. In her new role, Fabig will focus on assisting the group's practice principals with business planning, performance monitoring, and the development and execution of growth initiatives. Fairweather was appointed to lead the ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... translates to higher revenue per client. "HNW clients typically require full-service advice across investments, tax, estate planning, and risk management - all of which contribute to deeper and more profitable relationships," he said. HNW clients also ...

ASX updates waiver disclosure rules

KARREN VERGARA  |  MONDAY, 28 JUL 2025
... continuing to conduct research and have been engaging stakeholders to help us refine the scope of a consultation paper we are planning to issue on this topic." Listed companies are currently required to disclose that they have received a waiver as a ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025
A financial planning group that began life as a fintech start-up is enjoying a rapid growth phase. Picture Wealth Advisory leads the top 10 AFSLs with the highest number of new advisers in the year to June, based on a new financial adviser report released ...

One third of advisers use 'Big 3' platforms: Rainmaker

KARREN VERGARA  |  THURSDAY, 24 JUL 2025
... by 75 year on year. The advice groups that saw their number of advisers grow during the period were Lifespan Financial Planning (up 4%), Centrepoint Alliance and Morgans Financial (both up 1%). Interprac Financial Planning had the largest number of new ...

Investments, advice complaints jump 18%

KARREN VERGARA  |  WEDNESDAY, 23 JUL 2025
Investments and financial advice complaints jumped 18% in the 2025 financial year, thanks to the failures of United Global Capital, Shield Master Fund, First Guardian Master Fund and Brite Advisors. This is according to the Australian Financial Complaints ...

ASIC bans investment scammer

KARREN VERGARA  |  WEDNESDAY, 23 JUL 2025
ASIC has permanently banned the founder of Maxwell Financial Services and Asset Capital Holdings, Matthew Allen Beresford, from working in financial services, after he was found guilty of running an investment scam. ASIC has also permanently banned ...

Financial services workers earn 12% pay rise

KARREN VERGARA  |  WEDNESDAY, 23 JUL 2025
... can earn between $95,000 and $140,000, while a senior financial planner can earn up to $180,000. The head of financial planning can earn between $200,000 and $280,000. Financial planners from Queensland and Victoria can make between $90,000 and $130,000. ...

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
ASIC is suing Fortnum Private Wealth for allegedly failing to manage and comply with its cybersecurity obligations that exposed the information of its financial advisers and clients. In the NSW Supreme Court, ASIC alleges Fortnum exposed its authorised ...

North inflows jump 60%

KARREN VERGARA  |  MONDAY, 21 JUL 2025
AMP's North platform saw net inflows jump 60% in the last financial year, with $1.7 billion of client money reported in the June quarter. Total assets under management (AUM) for the platforms business, which includes Asgard platform products issued ...