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Showing 551 - 560 of 11036 results for "Planning"

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
WT Financial Group (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The ...

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... playing with some of our clients", said Lioutas. Before his three years with the research house, Ribarovsk was a financial planning analyst at PSK Private Wealth. Genium has existing consulting clients servicing over 400 advisers and managing more than ...

CSLR costs driven by poor advice: AFCA

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
The Australian Financial Complaints Authority (AFCA) lead ombudsman, investments and advice Shail Singh has told financial advisers that poor practices are the main contributor to the soaring costs of the Compensation Scheme of Last Resort (CSLR). "It's ...

Otivo launches AI-powered advice tool

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... Otivo can provide advice on optimising superannuation investments, managing contributions, salary sacrifice, retirement planning, mortgage management, and debt advice.

WT Financial enters JV with Merchant Wealth

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
WT Financial Group has entered a 50/50 joint venture with Merchant Wealth Partners to invest in Australian financial advice practices. The newly established entity - WTL & MWP Investco (Investco) - intends to provide strategic growth capital to high-potential ...

Jones clarifies scope of new class of adviser

ANDREW MCKEAN  |  FRIDAY, 28 MAR 2025
Minister for financial services Stephen Jones has ruled out talk that the new class of adviser could provide holistic personal retirement advice and acknowledged the need to reform the Compensation Scheme of Last Resort (CSLR) during a post-budget briefing ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... He has over 30 years of experience in financial advice, including technical advice on superannuation, taxation, estate planning and social security entitlements, professional standards and advice. During his 25 years at Macquarie Bank, Barrett held various ...

Active Super PM opens asset consultant

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... two factors adding complexity to their decision-making processes. "To secure long-term stability, effective succession planning and liquidity management are non-negotiable. Investment diversification and proactive scenario planning, backed by professional ...

Infocus adds to leadership team

JAMIE WILLIAMSON  |  THURSDAY, 27 MAR 2025
... Merrill Lynch. At Infocus, she is responsible for overseeing financial and operational performance, including financial planning, cash flow management, financial analysis and people and culture strategy. "Infocus is at an exciting stage of growth as ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
... starting to emerge and will only increase from here. "We have a strong balance sheet to assist us in our move from financial planning to wealth management, adding services like mortgage broking. We are also growing our partnerships with industry funds." ...