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Showing 681 - 690 of 10926 results for "Planning"

New mandates boost Clime FUM

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... Management handed Clime $240 million to help manage the funds on behalf of Victorian financial advice group DMG Financial Planning. Clearwater, a boutique multi-manager based in Sydney, manages the DMG Diversified Portfolio (DMGDP) and Clearwater Dynamic ...

Advisers encouraged to engage with clients' kids

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
... catalyst to open the lines of communication with their children on important wealth matters, such as inheritance and estate planning. It may even empower them to support their children financially, which we know from AMP's previous research they're ...

CalSTRS creates Total Fund Management division

ANDREW MCKEAN  |  FRIDAY, 26 JUL 2024
... management, and investment risk across the total fund. She will also assist with strategic goals, business and budgetary planning, and developing and overseeing cross-asset investment strategies and initiatives. "I look forward to this new opportunity ...

Build Your Wealth adviser cops ban

KARREN VERGARA  |  FRIDAY, 26 JUL 2024
The owner and financial adviser at Build Your Wealth has been banned from the industry for five years after ASIC found evidence of conflicts of interest. Christopher Edward Luff failed as a financial adviser, according to ASIC's investigation, particularly ...

How advisers can reap additional $2.1bn in revenue

KARREN VERGARA  |  THURSDAY, 25 JUL 2024
... clients become more cost-conscious and seek low-fee alternatives for simplified investment strategies and basic financial planning. By 2030, the 250 financial advisers surveyed anticipate servicing an additional 486,000 clients, with 76% saying their ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
... in a declining engagement rate with investment advisers - particularly in the areas of pension strategies and estate planning - to a "record low" showcased in the 2024 Vanguard/Investment Trends SMSF Investor Report. Complying to the ATO's technological ...

Insignia Financial looks to slash redundancy entitlements

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2024
The Finance Sector Union (FSU) is calling on Insignia Financial to rethink a proposed overhaul of redundancy pay arrangements after the wealth manager tabled a plan to cut entitlements by more than half. The FSU is currently negotiating a new Enterprise ...

Sequoia chief reappointed, hunt for successor kicks off

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
... executive Garry Crole has accepted a fixed-term contract that will see him extend his tenure to June 2026, but succession planning efforts are afoot. This fulfills the promise made in a company presentation to investors, in which the board committed ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
... 10,595. Shaw and Partners, Findex, and Morgans Financial gained the most advisers. Meanwhile, Merit Wealth, AMP Financial Planning, and Bridges Financial Services lost the highest number of advisers. Superannuation fund-linked advisers is the smallest ...

Insignia Financial flags more remediation ahead

JAMIE WILLIAMSON  |  MONDAY, 22 JUL 2024
Insignia Financial has warned its upcoming FY24 results will be impacted by "a significant increase in remediation for legacy quality of advice" issues. In a quarterly update, Insignia Financial confirmed it is adding $135 million after tax to its remediation ...