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Showing 541 - 550 of 10925 results for "Planning"

Treasury gives Tranche 2 reform package preview

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... professional advisers, it said. "It's extremely important that the education for NCAs can count towards a full financial planning degree, and that the NCAs of today can become the professional financial advisers of the future. Since the banks and other ...

Netwealth celebrates $100bn amid 25th anniversary

JAMIE WILLIAMSON  |  TUESDAY, 3 DEC 2024
Netwealth has marked 25 years in business by crossing $100 billion in funds under administration (FUA) on its platform. On November 28, Netwealth achieved FUA of $100 billion, comprised of $99.5 billion in custodial FUA and $0.7 billion non-custodial. ...

Sally Auld to take on chief economist role at NAB

ELIZA BAVIN  |  TUESDAY, 3 DEC 2024
... legacy and lead our economics function into the future. Her appointment reinforces our commitment to internal succession planning," Goonan said. The news comes after Auld was placed to take on a new role within JBWere following the departure of Maria ...

The sensitive conversations advisers shy away from

KARREN VERGARA  |  TUESDAY, 3 DEC 2024
... personal lives and vice versa are areas they should not be fearful of discussing. Divorce, financial coercion, and family planning are some of these complex areas that advisers can broach with empathy and offer invaluable insights. BFAs, sometimes known ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... want to make sure that it is much harder to just walk away from a subsidiary," he said. The defunct Libertas Financial Planning, which was owned by Sequoia Financial Group, is one example where ASIC cancelled the AFSL for failing to pay an AFCA determination. ...

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... business to Entireti and AZ NGA as the new owners unveil a revamped leadership team. Some 950 advisers across AMP Financial Planning, Hillross, and Charter Financial Planning now have a new home at Entireti and AZ NGA. The group, including Jigsaw, is ...

Australian Retirement Trust primed for growth: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2024
... center of investing excellence, with expectations high for insights from the fund's new investments resilience and planning unit," the research house added. Additionally, it noted "solid" governance practices and said the fund "has built a competitive ...

'But for' compensation methodology unfair: FAAA

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
The methodology used to calculate compensation for victims of bad financial advice appears to factor in 'opportunity costs' and has drawn the ire of advisers, calling it "unfair" and "unsustainable" for the industry. The "but for" methodology ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... Year Award was Bianca Musico of Melbourne's Warr Hunt. "Bianca has demonstrated a clear passion for the financial planning profession, and we commend her selfless focus on developing talent in our profession," FAAA chief executive Sarah Abood said. ...

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
Financial advisers are increasingly looking to artificial intelligence (AI) to improve their processes and documentation, but experts warn they must exercise a degree of caution and ensure that anything it produces complies with regulation. A whopping ...