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Showing 481 - 490 of 10925 results for "Planning"

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA  |  MONDAY, 17 FEB 2025
Platforms have vastly improved their bulk processing capabilities, particularly as financial advisers come to dread the new fee consent renewal process, SuitabilityHub managing director Recep Peker says. This is one of the main findings in SuitabilityHub's ...

Fiducian FUMAA swell to $14.4bn

KARREN VERGARA  |  MONDAY, 17 FEB 2025
Fiducian Group reported an 11% increase in funds under management, administration, and advice (FUMAA) to $14.4 billion thanks to improved inflows and the steady rise of the financial markets. The funds management business saw assets grow by 16% in the ...

Iress creates dedicated customer role

MATTHEW WAI  |  MONDAY, 17 FEB 2025
... financial advice. Prior to Count, Webb spent over 12 years at Commonwealth Bank, where he held titles including financial planning manager and executive manager of Victoria and Tasmania. Speaking on his appointment, Webb said he understands the value ...

Centaur goes self-licensed, appoints former dealer group head

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
Financial planning firm Centaur Financial Services has moved to its own AFSL and made a key hire in the process. Since 2015, Centaur has operated under a co-op licence with RFS Advice, Evalesco, and Guide Financial to reduce costs. However, Centaur ...

Shift needed in retirement income advice: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 14 FEB 2025
... the retirement phase. Allianz Retire+'s Towards A Retirement Income Philosophy report highlights that retirement planning continues to be the most sought-after advice service, with around 90% Australian advisers focused on servicing individuals between ...

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
Financial advisers will need to improve public awareness to win over millions of Australians, many of whom still don't know what an adviser does or how they add value, according to an intelliflo whitepaper. The emphasis to articulate what a professional ...

ASX reports 'record' revenue for 1H25, lags in listings

MATTHEW WAI  |  THURSDAY, 13 FEB 2025
... replacing of its CHESS system is a "high priority" and will continue to ensure the system remains "stable and robust". "We're planning for the first industry test environment for Release 1, which is for the Clearing services component of the project ...

ASIC updates on SMSF advice review

ELIZA BAVIN  |  THURSDAY, 13 FEB 2025
... shift towards more complex and opaque types of AI such as generative AI. The regulator said licensees expressed they were planning to increase their use of AI. "We are concerned that not all licensees are well-positioned to manage the challenges of their ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... engagement. "This extra flexibility and control can manifest itself in many ways including investment flexibility, estate planning flexibility and the ability to structure the fund in a way which best suits the needs of fund members," Burgess said.

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... firm's investment management capabilities and its commitment to better deliver financial solutions, Lifespan Financial Planning said. Ian Holliday has been appointed head of research and managed accounts, bringing over 25 years of experience to the ...