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Showing 571 - 580 of 10925 results for "Planning"

Insignia Financial eyes 'most efficient' title by 2030

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2024
Insignia Financial is hoping artificial intelligence (AI) and a direct-to-consumer superannuation push will see it become Australia's "leading and most efficient" wealth manager and save $200 million per annum by 2030. Revealing its five-year strategy ...

HNWIs demand alternatives, platforms lack access

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
As high-net-worth (HNW) investors increasingly demand alternative assets, platforms are failing to facilitate access to these opportunities, according to Praemium. Nearly one third of HNW investors want to diversify into alternatives but their platforms ...

intelliflo partners with Capital Preferences

KARREN VERGARA  |  TUESDAY, 12 NOV 2024
Financial advice technology provider intelliflo has partnered with client engagement platform Capital Preferences. Capital Preferences will provide interactive assessments to help advisers better understand client preferences backed by science and behavioural ...

Teaminvest partners to launch new fund

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
... have partnered to launch the Succession 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 ...

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 ...

Evalesco and Principal Edge merge

ELIZA BAVIN  |  MONDAY, 11 NOV 2024
Evalesco Financial Services and Principal Edge Financial Services have announced a strategic merger. Evalesco chief executive Jeff Thurecht will lead the combined business as chief executive, alongside director Marshall Brentnall and general manager ...

Old, retired males more likely to use a financial adviser: VanEck

ANDREW MCKEAN  |  THURSDAY, 7 NOV 2024
People who use a financial adviser tend to be older - over half are aged 60 and above - primarily retired, and predominantly male, according to VanEck. The investment manager's annual investor survey, which included over 3500 respondents, found that ...

Commonwealth Super reports strong investment performance

ANDREW MCKEAN  |  THURSDAY, 7 NOV 2024
... retirement options aligned to customer retirement profiles, and new online tools to guide members in their retirement planning. CSC chief customer officer Adam Nettheim said the fund has evolved to play an important role as a retirement partner for its ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... financial advisers are increasingly relying on other advisers who are specialists in the areas of tax, aged care, and estate planning. Viridian Advisory's latest Adviser Sentiment Poll found that 72% of advisers frequently have to collaborate with ...

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 ...