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Showing 531 - 540 of 11036 results for "Planning"

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... with a new AFSL. The five AFSLs that attracted the most advisers were Alliance Wealth, InterPrac, Lifespan Financial Planning, Synchron Advice and RI Advice. On the other hand, AMP Financial Planning, which is now part of Entireti's Akumin, Merit ...

ASIC bans unlicensed WA adviser

ELIZA BAVIN  |  FRIDAY, 2 MAY 2025
... between 22 July 2009 and 7 April 2010, Jigsaw Support Services between 9 April 2010 and 2 August 2012, Charter Financial Planning between 2 August 2012 and 7 August 2015, and On Q Securities from 8 August 2015 and 30 September 2022.

Hedge fund scraps local sales role

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... over the institutional clients. McAssy has over 25 years' experience in funds management, accounting and financial planning. In addition to serving as head of sales for Asia, Australia and New Zealand, he chaired BlueBay Hong Kong. McAssy joined ...

Frontier Advisors lands major mandate from asset management giant

ANDREW MCKEAN  |  THURSDAY, 1 MAY 2025
... NAVIS platform, which offers pension clients access to a suite of market data, tools, and resources for asset allocation planning, represents an industry first in the Japanese corporate pensions market. "[It offers] plan sponsors timely information ...

Global X China Tech ETF in the works

ANDREW MCKEAN  |  THURSDAY, 1 MAY 2025
Global X is preparing to launch a China technology ETF, citing the country's shift from policy planning to delivery, stabilising fundamentals and depressed valuations, while also emphasising the critical nature of selective exposure. Ahead of the launch ...

ASX admits CHESS tech staff 'stretched'

ELIZA BAVIN  |  THURSDAY, 1 MAY 2025
... ensure timely access to suitable technology resources and skills which is an important part of current CHESS workforce planning particularly during times of peak workloads or during incidents," it said. Lastly, the ASX said it is committed to improving ...

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 ...