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Showing 21 - 30 of 3871 results for "Financial Planning"

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... said the strong adoption of managed accounts reflected their ability to support advisers' holistic approach to financial planning. "Fifty-nine per cent of advisers cite 'freeing up their time' as one of the main upsides of using managed accounts with ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... Compass Financial Management. This comes after CAG also acquired both RI Advice Brighton and Wealth for Life Financial Planning. "After successfully executing four strategic mergers and acquisitions within the last eight months, three of those being ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... Tailored Lifetime Solutions is the latest firm to join Count's national advice community, switching from AMP Financial Planning. Tailored Lifetime Solutions, previously licenced by AMP, comprises a team of five financial advisers who have been supporting ...

VanEck establishes foothold in Brisbane

ANDREW MCKEAN  |  TUESDAY, 27 FEB 2024
... with new investment and capital markets, and client coverage specialists. Deniz Kilic, previously with Prime Financial Planning, has joined VanEck's sales team as a business development associate, focusing on expanding the client base in New South Wales ...

Jo-Anne Bloch to chair CSLR

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
Former Financial Planning Association of Australia (FPA) chief executive Jo-Anne Bloch has been appointed by the Albanese government to lead its Compensation Scheme of Last Resort (CLSR). The scheme, which officially kicks off on April 2, aims to give ...

Count drops $4.1m on SMSF services company

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... company that provides offshore SMSF services out of India, with an aim to expand its services segment to support financial planning and accounting businesses. Count will acquire 51% of the business based on an enterprise valuation of $4.1 million. Count ...

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
... shares in FNX and established a strategic partnership with Finexia to co-market each other's services to the financial planning and accountancy marketplace. Yield Report provides an online news portal focusing solely on fixed income and yield securit ...

Scarcity buys stake in asset manager

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... money from family offices and high-net-worth investors and its owners. "Evidentia's deep domain expertise in financial planning as well as investment management ideally positions it to take advantage of this ongoing trend, through providing the hard ...

Dirigere Advisory rebrands to Intelligent Planning

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... Synchron for four years. Intelligent Planning managing director Phil Osborne said: "We saw a widening gap in the financial planning landscape between what today's professional financial adviser community really wants from a licensee and what the market ...

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... financial advisers are required to complete are extremely prescriptive. It involves a specifically approved AQ7 Financial Planning major in an undergraduate degree or the completion of a specialised post-graduate diploma or master's degree in financial ...