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Showing 581 - 590 of 10925 results for "Planning"

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... potential adoption, and niche adoption. The survey of 300 advice firms also found that Xplan remains the dominant supplier of planning and modelling software to advice businesses (62%). Despite this, there has been a significant increase from the prior ...

Liberal MP calls for SoA replacement

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
Liberal MP Bert van Manen is calling for the Record of Advice (RoA) to replace the Statement of Advice (SoA) and has introduced the proposed changes in a bill to parliament. Federal member for Forde, Bert van Manen, yesterday introduced the Corporations ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... The Financial Advice Association Australia (FAAA) has entered a memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India as it attempts to bridge the adviser gap. One of the main goals of the MoU, which was signed between ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... access advice from Viridian Advisory. This is in the form of personal investments, debt, super, pensions, and retirement planning advice, as well as guidance on Centrelink. Pricing starts at $500, while any combination of blocks is capped at $3000. CFS ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
Financial Standard has recognised the most influential financial advisers in Australia in its annual FS Power50 list. The Power50 list, now in its 11 th year, comprises 50 financial advisers who are deemed to be best promoting the value of the financial ...

Retail super funds spend big on advice

KARREN VERGARA  |  FRIDAY, 1 NOV 2024
... were retail funds. AMP's Wealth Personal Superannuation and Pension Fund spent $294.5 million on external financial planning payments, followed by Macquarie's Superannuation Plan at $213.5 million. The HUB24 Super Fund came third ($172.8m), then ...

Jones preps DBFO Tranche 2 for parliament

KARREN VERGARA  |  WEDNESDAY, 30 OCT 2024
Assistant treasurer Stephen Jones said the government will press on with Tranche 2 of the Delivering Better Financial Outcomes (DBFO) reforms that he is preparing to introduce in parliament. The highly anticipated set of changes promise to remove laborious ...

SMSF Association announces board director changes

MATTHEW WAI  |  WEDNESDAY, 30 OCT 2024
... leadership level. Griffiths has a sophisticated background in legislative compliance, retirement income streams and estate planning. He added: "I have always greatly valued the association's role in the superannuation and broader financial advisory sector ...

Advisers must prioritise Conflicts Priority Rule: AFCA

KARREN VERGARA  |  MONDAY, 28 OCT 2024
After assessing a large volume of Dixon Advisory complaints, the Australian Financial Complaints Authority (AFCA) warned financial advisers of their responsibilities to manage conflicts of interest under the Conflicts Priority Rule. AFCA senior ombudsman ...

Cbus rolls out Advice Essentials Plus

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... advice to members and their partners who do not have to be a member of the fund. Members are provided advice on retirement planning needs related to Cbus products, taking into account their personal needs and circumstances. Cbus deputy chief executive ...