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Showing 3841 - 3850 of 18263 results for "Plan"

Countdown to FASEA exam deadline

ELIZABETH MCARTHUR  |  TUESDAY, 23 FEB 2021
The Financial Adviser Standards and Ethics Authority (FASEA) has issued a reminder to financial advisers that their time to sit and pass the exam is ticking by. There are just five exam sittings remaining for existing advisers to pass the exam. After ...

Vanguard to launch retirement income tool

ELIZA BAVIN  |  TUESDAY, 23 FEB 2021
Vanguard has announced it is launching the Vanguard Retirement Income Builder tool for financial advisers. Vanguard Australia head of intermediary Rebecca Pope announced the upcoming launch of the Vanguard Retirement Income Builder at Vanguard's recent ...

CountPlus profit down 53%

ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
The ASX-listed advice and accounting group posted a significant drop in net profit from $11.9 million to $5.5 million in its half-year results. Released today, the results also show adjusted net profit attributable to shareholders jumped 65% to $4.1 ...

HUB24, Netwealth top platform rankings

JAMIE WILLIAMSON  |  MONDAY, 22 FEB 2021
Investment Trends' latest look at the platforms space has seen HUB24 just inch out Netwealth for the lead when it comes to overall functionality. The 2020 Platform Benchmarking & Competitive Analysis Report sees HUB24 rank first for platform functionality ...

PIMCO eyes ETFs

KANIKA SOOD  |  MONDAY, 22 FEB 2021
The fixed income giant is getting ready to list its fixed income funds as active ETFs in Australia. PIMCO, which managed over $52 billion in Australian assets at September end, has so far stayed away from ETFs. It did list nine of its strategies in ...

Wealth group makes acquisition

ANNABELLE DICKSON  |  MONDAY, 22 FEB 2021
A subsidiary of ASX-listed accounting firm Kelly+Partners has made a tuck-in acquisition of a financial services group on the New South Wales Central Coast. The subsidiary will acquire a 51% stake in the group which includes private wealth management ...

Chief economist update: The vaccine has landed

BENJAMIN ONG  |  MONDAY, 22 FEB 2021
... 2B would inoculate another 6,643,000; and, some 5,670,000 injected with the vaccine in Phase 3. If all goes according to plan, that's more than sufficient to cover all of Australia's population of 25.7 million (as at 30 June 2020, Australian ...

Limited advice overdue for disruption

KARREN VERGARA  |  THURSDAY, 18 FEB 2021
There are clear opportunities to disrupt intra-fund and general advice that the industry is overlooking, shunning everyday Australians that need it most, according to superannuation experts. As the number of financial advisers continue to dwindle and ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
International wealth management firm Connectus Wealth Advisers is set to roll out a new program aimed at increasing adviser efficiency, driving scale and enhancing the client experience and outcomes. Connectus, which is owned by NASDAQ-listed Focus ...

The future of quality advice: SMSFA

ANNABELLE DICKSON  |  THURSDAY, 18 FEB 2021
Investing in tools and data integration, being clear in value proposition and proactively monitoring client portfolios will ensure the future of a quality financial advice business. Speaking at the Self-managed Superannuation Fund Association (SMSFA) ...