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Showing 31 - 40 of 3944 results for "financial planning"

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
AZ NGA has acquired Sydney-based financial planning firm StrategyOne Advice Network. StrategyOne, led by managing director Virginia Heyer and senior private client adviser Duncan Derrington, specialises in wealth management, retirement planning and ...

AFCA names and shames in fresh Datacube release

ELIZA BAVIN  |  THURSDAY, 14 NOV 2024
... 115. Unsurprisingly, in the financial advice sector, Dixon Advisory received the most complaints with 847. AMP Financial Planning received 30 complaints and Commonwealth Financial Planning received 17. Managed investments also received a hefty number ...

Teaminvest partners to launch new fund

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
... Lending Fund. The fund was designed to address the growing need for succession planning within the accounting and financial planning sectors. AWAG said the fund offers a timely solution to help firms navigate the transition of ownership as the industry ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... the advice space gradually in recent years, having first sold Count Financial and then allowing Commonwealth Financial Planning Limited-Pathways advisers to transfer elsewhere. It also wound up its Financial Wisdom licensee and transferred part of its ...

FAAA takes aim at finfluencers with new campaign

MATTHEW WAI  |  WEDNESDAY, 6 NOV 2024
... help people manage the complexities of the financial world." The campaign follows FAAA's partnership with the Financial Planning Standards Board (FPSB) India to improve adviser shortages across the two nations. The initiative aims to develop courses ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... The Financial Advice Association Australia (FAAA) has entered a memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India as it attempts to bridge the adviser gap. One of the main goals of the MoU, which was signed between ...

Retail super funds spend big on advice

KARREN VERGARA  |  FRIDAY, 1 NOV 2024
... were retail funds. AMP's Wealth Personal Superannuation and Pension Fund spent $294.5 million on external financial planning payments, followed by Macquarie's Superannuation Plan at $213.5 million. The HUB24 Super Fund came third ($172.8m), then ...

SMSF Association announces board director changes

MATTHEW WAI  |  WEDNESDAY, 30 OCT 2024
... utilising my knowledge and contributing to the association's continued success." Carrying a diverse history in financial planning and taxation, Sue said she feels privileged for the opportunity and is "particularly eager to highlight the importance of ...

$3.5tn wealth transfer scares Aussie advisers: Natixis

MATTHEW WAI  |  MONDAY, 28 OCT 2024
... better focus on retention. Close to 60% are focusing on acquiring clients aged 50-65. About 79% believe having financial planning conversations with their clients' heirs is a crucial step to retaining assets, Natixis said. Natixis country head Australia ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... fellow panellist SWFS Financial Group director Shitij Mann said the firm shifted its identity last year from a financial planning company to a financial services company; a change driven by evolving client expectations. Mann said, in response, discussions ...