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Showing 641 - 650 of 10926 results for "Planning"

Hostplus launches digital advice platform

ANDREW MCKEAN  |  MONDAY, 9 SEP 2024
... Fund Services (IFS) and financial services software provider Iress to develop the platform. Hostplus head of financial planning and advice Maurizio Lombardi said that SuperSmart takes the fund's offerings to the next level with its user-friendly, fully ...

Federal Court approves AMP BOLR class action settlement

KARREN VERGARA  |  MONDAY, 9 SEP 2024
... larger payout and making AMP accountable for its actions. Justice McElwaine approved the settlement amount AMP Financial Planning (AMPFP) must now pay financial advisers who saw the value of their practices deteriorate on the back of parent company AMP ...

Court appoints receivers to Keystone, Master Shield Fund

MATTHEW WAI  |  MONDAY, 9 SEP 2024
... NQ Super and Super Simplifier platforms. ASIC said it is aware of authorised representatives from Interprac Financial Planning, MWL Financial Services, Financial Services Group Australia, and Next Generation Advice having recommended investment in the ...

Financial Standard wins Impact Award

STAFF WRITER  |  FRIDAY, 6 SEP 2024
... Financial Standard was nominated in, BT Managed Accounts scored Managed Account Offering of the Year, and Lifespan Financial Planning was awarded Dealer Group of the Year. "We are fortunate to work alongside many outstanding partners, including advice ...

Monochrome moves to list Ethereum ETF

ANDREW MCKEAN  |  FRIDAY, 6 SEP 2024
... there's "a lot of interest from SMSF investors," who are looking to streamline their holding structure and support estate planning.

Majority pass adviser exam

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
ASIC reported a 62% pass rate for the latest sitting of the Financial Advisers Exam. In the August cycle, 231 candidates sat the exam and 143 passed. Nearly three quarters (73%) sat the exam for the first time. The results were similar to the April ...

Rest hires two general managers

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2024
... strategy to simplify the super experience in mind. As general manager, strategy Kareene Koh will lead Rest's strategic planning and alignment across the fund, reporting to chief strategy and corporate affairs officer Tyrone O'Neill. She joins from Nine ...

Advisers add 5.7% premium

KARREN VERGARA  |  WEDNESDAY, 4 SEP 2024
... advisers add of 5.7% is broken down into guidance provided on asset allocation (1.1%), behavioural coaching (3.3%), and tax planning (1.3%). ​More than half of the 5.7% benefit was derived from advisers' ability to help clients avoid kneejerk decisions ...

Super funds fail to meet millennial members' expectations: ASIC roundtable

ANDREW MCKEAN  |  MONDAY, 2 SEP 2024
... approach to superannuation is outdated and disengaging for millennials. The panellists agreed that terms like "retirement planning" and "pensions" don't resonate with millennials, who've caught up to Baby Boomers as Australia's largest generational ...

E&P free of legacy issues, FUA jumps 26%

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
E&P Financial Group's 7400 advised-client base saw their wealth jump 26% to nearly $30 billion, while former clients under the defunct Dixon Advisory continue to struggle to access recourse. The ASX-listed wealth firm boasted it oversaw $29.4 billion ...