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Showing 691 - 700 of 10925 results for "Planning"

Kidmans acquires wealth advisory firm

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2024
Kidmans Partners, a member of the Count network, has acquired Victorian accounting and financial advice firm Zanacorp for $2.1 million. Kidmans will pay 70% of the consideration for Elsternwick-based Zanacorp upon completion and the remainder will be ...

Funds SA, Mercer Super make key appointments

ELIZABETH FRY  |  FRIDAY, 12 JUL 2024
... brings deep expertise in life insurance, superannuation, trustee services, managed funds, investment management, financial planning, health insurance and general insurance," Bryant added. Bryant said the appointment comes while the Mercer Super board ...

AFCA caps Dixon claimants at 2773

KARREN VERGARA  |  FRIDAY, 12 JUL 2024
Total compensation for Dixon Advisory victims has reached $338.6 million as the Australian Financial Complaints Authority (AFCA) caps the total number of complainants at 2773. The Financial Advice Association Australia (FAAA) calculates that the financial ...

ASIC, APRA provide FAR update

ELIZA BAVIN  |  FRIDAY, 12 JUL 2024
... management; operational risk management; product design and distribution obligations; product origination; recover and exit planning and resolution planning; reinsurance management; scam management; technology management; training and monitoring of relevant ...

Adviser queries jump 40%: AMP

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
Financial advisers are focused on helping their clients navigate superannuation contributions, transfer balance caps, dealing with a death benefit and home ownership issues, according to the latest data from AMP Advice. TapIn, AMP Advice's technical ...

Inflation pummels adviser pay by 20%

KARREN VERGARA  |  WEDNESDAY, 10 JUL 2024
Financial advisers' remuneration has failed to beat inflation for more than 20 years, going backwards by 20%, according to a recruiter. An analysis by Recruit 2 Advice found that since 2000, advisers' salaries increased 1.9% annually or 2.8% averaged ...

MetLife refreshes two products

KARREN VERGARA  |  WEDNESDAY, 10 JUL 2024
... of fertility leave, and up to four weeks of gender affirmation leave. It is now also offering return-to-work support planning.

Regulation, profitability top adviser worries: BT

KARREN VERGARA  |  TUESDAY, 9 JUL 2024
... low number of students studying financial advice is "a big problem for the industry." "Raising awareness of financial planning as a career path is important. I don't think people aren't choosing to study financial planning because they don't like it ...

ASIC levy to slug advisers $48.4m

KARREN VERGARA  |  TUESDAY, 9 JUL 2024
ASIC's regulation activity for the 2024 financial year is expected to slug financial advisers $48.39 million collectively as the annual levy does not appear to be reducing. Licensees that provide personal advice to retail clients on relevant financial ...

Advisers encouraged to embrace AI

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
... integration is crucial for delivering accurate financial advice, allowing advisers to focus on client relationships and planning. For providers, the opportunity lies in developing systems that adapt to future advancements, driving growth and client satisfaction." ...