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Showing 51 - 60 of 4397 results for %22Count Financial%22

Fee consent forms, FDS overhaul concerns FAAA

KARREN VERGARA  |  MONDAY, 18 DEC 2023
The Financial Advice Association of Australia (FAAA) expressed concerns about Treasury's proposal to abolish fee consent forms and Fee Disclosure Statements (FDS) in its response to the first round of reforms. Currently, advisers must produce an annual ...

Advisers, accountants ramp up partnerships

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... Prosperity Advisers Group merged with a Brisbane-based accounting firm P+Y Accountants and Business Advisors. ASX-listed Count ramped up its acquisition of accounting firms in 2023. This included acquiring Canberra-based Allan Watt Accounting in November ...

Mild recession in 2024, higher interest rates: Vanguard

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... report read. "Policy rates are therefore likely to remain at heightened levels compared with periods following the Global Financial Crisis and COVID-19 pandemic." The fund manager maintains its position on sticking to a 60-40 portfolio, confident in ...

Mirova seeks €350m for new sustainable land management fund

ANDREW MCKEAN  |  MONDAY, 11 DEC 2023
... seeks to support the transition and decarbonisation of agricultural and forestry value chains, with a view to generate financial gains and positive impact in terms of climate change adaptation and mitigation, biodiversity preservation and social inclusion ...

GSFM to distribute Access Capital Partners offering to HNWs

CHLOE WALKER  |  FRIDAY, 8 DEC 2023
... fundamental value creation is a more robust and sustainable source of return, through economic cycles, than sole reliance on financial leverage," McIntyre said. ACP managing partner Phillippe Poggioli said the partnership was strategically important ...

ASIC curbs high-risk offers from online trading providers

ANDREW MCKEAN  |  WEDNESDAY, 6 DEC 2023
... as securities trading. However, following discussions with ASIC, these providers chose to refrain from offering non-financial product crypto-asset trading alongside their regulated products and services. Sharesies country manager, Australia Brendan Doggett ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
Financial advice businesses must supercharge their capabilities, expand their capacity, and scale up to reach and serve more Australians. According to AZ NGA's paper, titled Ready or Not? A guide to building a super firm, the industry's current ...

Coastal Advice Group expands reach

CHLOE WALKER  |  WEDNESDAY, 6 DEC 2023
The Newcastle-based group has acquired RI Brighton and Wealth for Life Financial Planning as part of its strategy to become one of the leading financial advice providers in the country. The acquisition of the firms, both based out of Adelaide, will ...

Income investors to thrive in 2024: Report

CHLOE WALKER  |  MONDAY, 4 DEC 2023
For new money, the current income landscape is the most attractive it's been in at least a decade, according to Morningstar chief investment officer Matt Wacher. Wacher, who shared his top investment ideas in Morningstar wealth's 2024 outlook report ...

Former adviser convicted over false documents

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
Former financial adviser David Fong and his practice Fong Financial Planners have been convicted and sentenced in a Perth court for three counts of dishonest conduct. Fong, who was an authorised representative of AMP Financial Planning between January ...