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Showing 61 - 70 of 3966 results for "Financial Planning"

$3.5tn wealth transfer scares Aussie advisers: Natixis

MATTHEW WAI  |  MONDAY, 28 OCT 2024
... better focus on retention. Close to 60% are focusing on acquiring clients aged 50-65. About 79% believe having financial planning conversations with their clients' heirs is a crucial step to retaining assets, Natixis said. Natixis country head Australia ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... fellow panellist SWFS Financial Group director Shitij Mann said the firm shifted its identity last year from a financial planning company to a financial services company; a change driven by evolving client expectations. Mann said, in response, discussions ...

Down but not out: Busting defined benefit myths

ANDREW MCKEAN  |  WEDNESDAY, 23 OCT 2024
... far from straightforward. DB funds require complex actuarial work, tight regulatory oversight, and careful financial planning, she said. One key challenge is that, as the funds shrink over time-whether through payout obligations or mergers-the operational ...

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... highest standards and professionalism. This is the second year the awards take place following the merger of the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA). The finalists for the FAAA CFP Professional of the ...

FAAA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 3 OCT 2024
... journey. "This recognition is a real honour and I see it as symbolising the pinnacle of my formal education. Financial planning is about helping people navigate some of the most important decisions of their lives. Trust is essential in our profession ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... McGrath said. "Moneysoft's cloud-based capabilities in Open Finance and the Australian Consumer Data Right, Financial Planning System integration and financial advice automation will provide our clients the ability to create powerful, meaningful engagement ...

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
... FAAA's study also debunks the myth that financial advice is solely for the rich. At his own practice, Globe Financial Planning, FAAA chair David Sharpe sees a variety of mum and dad clients who earn a median salary of $100,000. "Those who aren't ...

Mercer names investment solutions lead

ELIZABETH FRY  |  FRIDAY, 27 SEP 2024
... She earlier led her own consultancy, providing investment and portfolio construction advice to independent financial planning firms and dealer groups as well as product and asset management consultancy to asset management firms. Other previous roles ...

TelstraSuper picks Equip for merger partner

JAMIE WILLIAMSON  |  WEDNESDAY, 18 SEP 2024
... opportunity to create a larger fund continuing the focus on providing industry leading superannuation, retirement and financial planning solutions for members." TelstraSuper said a merger with Equip would "leverage their combined strengths in member ...

AMP BOLR litigants face lengthy payout process

KARREN VERGARA  |  TUESDAY, 17 SEP 2024
... $100,000 is a fair or reasonable result." In July 2023, the Federal Court determined that AMP's devaluation of AMP Financial Planning (AMPFP) practices from 4x to 2.5x recurring revenue was "unconscionable". AMP also changed the multiple for grandfathered ...