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Showing 31 - 40 of 9623 results for %22YS Financial Planning%22

HUB24 hits $100bn milestone

KARREN VERGARA  |  TUESDAY, 16 APR 2024
... HUB24 said. "This percentage has been lower over the quarter compared to the average during 1HFY24." There are now 4382 financial advisers using the platform, the total growing 17% year on year. In February, HUB24 launched a prototype of the new Class ...

ESSSuper faces class action threat over unpaid super

ANDREW MCKEAN  |  FRIDAY, 12 APR 2024
... to ensuring that members receive what they were entitled to. "Superannuation is the most important aspect of financial planning for retirement in Australia and it's a basic expectation of workers that superannuation is paid correctly," Sharma said. In ...

Why aged care advice needs tougher regulation

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
... rallying for tougher protections and laws. Aged Care Steps is seeking feedback from stakeholders in aged care, including financial advisers, lawyers, accountants, aged care providers, and older Australians, to discuss how aged care advice can be improved ...

Count completes Solutions Centric deal, reconsiders another

JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2024
... expands Count's Services segment proposition to complement existing group services that support accounting and financial planning (IT and offshore capabilities), along with actuarial certificates, SMSF and tax training/education," Count said. However ...

Heartland finally gets regulatory approval for Challenger Bank acquisition

ELIZA BAVIN  |  MONDAY, 8 APR 2024
... banking capability to sit alongside out Life and Funds Management operations will broaden the ways in which we provide financial security for retirement and will further diversify our distribution channels," Howes said at the time. Heartland said it ...

Non-compete clauses come under the microscope

ELIZA BAVIN  |  MONDAY, 8 APR 2024
... businesses and workers, it weighs more heavily on workers who lack the knowledge of court proceedings and decisions, and the financial, psychological, and reputational resources to bargain and undertake litigation. "This can result in a 'chilling effect' ...

Court delays DASS class action settlement approval

KARREN VERGARA  |  FRIDAY, 5 APR 2024
... redress for bad advice provided in relation to the Masters Residential Property Fund (URF). Victims argued that Dixon financial advisers invested their money in the in-house product by not considering their best interest. Last November, E&P settled the ...

A quarter of advised Australians nervous about retirement

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
Physical health and financial security are the primary factors influencing how content Australians in or near retirement are, according to a new report. Challenger's inaugural Retirement Happiness Index, in collaboration with independent research house ...

Former adviser slapped with 12 charges

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... platform. His family and friends also lost money from the scam. He told the program that he had been "in the [financial planning] game for 35 years" and if an "influential financial adviser" like him couldn't spot a scam then "Joe Blow out there ...

Count brings advice firm to network

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... those in South Australia, will benefit greatly from their appointment to our network." This year, former AMP Financial Planning licensee Tailored Lifetime Solutions joined Count. Count also acquired Solutions Centric, an Australian company that provides ...