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Showing 641 - 650 of 11042 results for "Planning"

Adviser number growth shoots?

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
... regularly offering insurance advice, which highlights the ongoing decline in the relevance of insurance within financial planning. The industry is grappling with this shift, as well as the growing divide between direct and advised insurance, Ramrakha ...

Morgans Financial crowned largest licensee

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
Morgans Financial has toppled AMP Financial Planning (AMP FP) to become the licensee with the largest number of financial advisers. Morgans recorded 431 active advisers at the end of 2024, while AMP FP had 426. On December 20, both AFSLs had 430 registered ...

What you read in 2024

ELIZA BAVIN  |  FRIDAY, 20 DEC 2024
... Resolution Life Australasia will be combined, creating a new company to be known as Acenda. Three universities ditch financial planning courses (December 13) Three major universities have pulled the plug on their financial planning courses due to the ...

IFM urges investment in housing, hires former Dexus chief

ELIZA BAVIN  |  THURSDAY, 19 DEC 2024
... additional homes. The report also recommended identifying long-term land pipelines, providing greater certainty in the planning system, supporting community housing providers and supporting the uptake of modular housing. IFM head of global external relations ...

AI can improve super fund value chain: CFA Institute

KARREN VERGARA  |  WEDNESDAY, 18 DEC 2024
... phase. While many pension funds are in the early stages of AI adoption, the study highlights that even more are actively planning strategies for integrating it into their processes. Within investment management, for example, AI has the potential to execute ...

Cost-of-living worries drain retirement confidence: MFS

KARREN VERGARA  |  TUESDAY, 17 DEC 2024
... is just as important as looking after their physical health. "The fact that Millennials and Gen Z are embracing online planning tools shows they want to take control of their super in an accessible and informed way," AustralianSuper general manager of ...

Oaktree completes $240m AZ NGA deal

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
... it to reshape the financial advisory landscape in Australia-further enhanced by the recent acquisition of 16 financial planning firms from AMP." AMP's recently sold its advice licensees to Entireti and AZ NGA, which has seen some 950 advisers across ...

Invest Blue expands offering with new acquisition

ELIZA BAVIN  |  TUESDAY, 17 DEC 2024
Invest Blue - part of Ironbark Group - has announced the acquisition of wealth protection and estate planning provider Lambert Group. Lambert Group has a client portfolio of 700 families, coupled with a strong referral network and an experienced team ...

FSCP reprimands two advisers for sloppy tax advice

KARREN VERGARA  |  MONDAY, 16 DEC 2024
The Financial Services and Credit Panel (FSCP) reprimanded two financial advisers who each failed to provide a thorough assessment of their clients' tax liabilities. The first financial adviser, identified as only "Mr. C", was reprimanded for recommending ...

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
Three major universities have pulled the plug on their financial planning courses due to the lack of student interest in a major blow for the profession as it struggles to attract new entrants. The University of Wollongong, Queensland University of ...