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Showing 771 - 780 of 10926 results for "Planning"

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
While the US is at the forefront of financial advisers leveraging the best technology available, Australia's advice industry cannot be left behind and should learn from the blueprint it has laid out, investment experts told the Stockbrokers and Investment ...

AFCA finds more Dixon Advisory victims

KARREN VERGARA  |  FRIDAY, 10 MAY 2024
The Australian Financial Complaints Authority (AFCA) added 544 more Dixon Advisory-specific victims to total 2492 complaints at the end of April, which will further exacerbate the costs and levy financial advisers must pay. The Financial Advice Association ...

Advisers must unite for major reforms: SIAA

KARREN VERGARA  |  THURSDAY, 9 MAY 2024
Financial advisers will need to band together to successfully get through another of period of reforms that will ultimately make advice accessible and affordable, this year's Stockbrokers and Investment Advisers Association (SIAA) Conference will ...

Litigation funder disputes AMP BOLR settlement

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2024
... the reasonableness of Equity Financial Planners' (the lead applicant in the BOLR class action against AMP Financial Planning) legal costs and disbursements, as well as the funder's expenses. If it is satisfied that they are all fair and reasonable ...

Stockspot plots entry into superannuation space

JAMIE WILLIAMSON  |  TUESDAY, 7 MAY 2024
... superannuation offering that would see members' retirement savings invested exclusively in ETFs. The trading platform is planning to launch Stockspot Super later this year, first bringing an accumulation product to market, followed by a pension offering. ...

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
Financial advisers, licensees, and superannuation trustees are facing the ire of ASIC after an investigation found they are profiting from boiler room tactics that convince members to switch funds. An overwhelming number of members are goaded into leaving ...

FSC launches digital advice group

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
The Financial Services Council (FSC) continues to expand into financial advice by taking on a digital advice association that flagged its formation one year ago. The Digital Advice Expert Group is now part of the FSC, founded by moneyGPS chief executive ...

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
Count has renewed its contract with Iress to continue to provide software to its 550 financial adviser network. Count's financial advisers will continue to use Iress' Xplan, saying that it wanted to partner with the right provider to support ...

Advisers urged to capitalise on HNW interest in alternatives

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
High-net-worth (HNW) investors are the largest market for alternative assets, drawn by the potential for diversified risk-adjusted returns and superior yields in an environment where traditional investments may underperform, according to a report by ...

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... US$1.4 billion net worth in J.P. Morgan Private Bank's inaugural 2024 Global family office report cite succession planning as a top priority. Out of the 190 global family offices canvassed, of which 144 were based in the US, some 40% want the family's ...