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Showing 421 - 430 of 10920 results for "Planning"

Cbus chief investment officer resigns

ELIZA BAVIN  |  WEDNESDAY, 30 APR 2025
... professionals with whole-of-fund experience - like his successor Leigh Gavin. Cbus has always had a strong focus on succession planning and having a strong depth of leaders," Fok said. "Brett's commitment to members and his determination to deliver them ...

Spender criticises Labor's 'lack of urgency' on advice reforms

ELIZA BAVIN  |  THURSDAY, 17 APR 2025
Ahead of the federal election on May 3, independent member for Wentworth Allegra Spender criticised the government for its lack of action on urgent advice reforms. Speaking at the Financial Advice Association Australia's (FAAA) federal election ...

Shield Master Fund terminated, new receivers for Keystone Asset Management

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
... sought to have the fund's assets frozen. ASIC said it was aware of authorised representatives from Interprac Financial Planning, MWL Financial Services, Financial Services Group Australia, and Next Generation Advice having recommended investment in the ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
Centrepoint Alliance has entered into an agreement to acquire the comprehensive advice book from ESI Financial Services, a wholly owned entity of Brighter Super. The transaction will see up to 400 clients, generating $1 million in annual revenue, transition ...

Coalition targets 'ambitious' goal of 30k advisers

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
Shadow Treasurer Angus Taylor and Shadow Assistant Treasurer Luke Howarth have announced a range of measures the Coalition would be looking to prioritise for the financial advice industry if elected on May 3. Among these policies, Taylor and Howarth ...

Aussies prefer advisers, analyst notes over social media

KARREN VERGARA  |  TUESDAY, 15 APR 2025
Australians shun social media and turn to market research and financial advisers for investment information and education, a new survey from HSBC Australia reveals. The annual Investor Insights Survey, which canvassed more than 1000 investors aged 18 ...

AMP shareholders approve executive pay

KARREN VERGARA  |  MONDAY, 14 APR 2025
... offloaded its advice licensees and support service business to Entireti and AZ NGA. Its former licensees - AMP Financial Planning, Hillross and Charter Financial Planning - are now known as Akumin Financial Planning. The platforms business saw underlying ...

Top ART executives depart in reshuffle

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... liquid assets and portfolio intelligence. Fitzgerald joined ART just over a year ago as head of investment resilience & planning. This function has been rebadged as portfolio excellence and encompasses exposure management. Fitzgerald arrived from Morningstar ...

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
Financial advisers can provide greater value over time, but it does not guarantee retention of their client base, Netwealth found through new research. According to the latest Netwealth IQ report, clients find more value in an adviser over longer periods. ...

AIOFP partners with fintech firm to offer white-labelled digital advice

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... and for every working Australian," Johnston said. "AIOFP's relationship with NEXT RURAL, a service offering succession planning opportunities for the accounting profession will also benefit from the moneyGPS partnership. "The AIOFP is excited about its ...