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Showing 61 - 70 of 240 results for "Planning for"

What family offices want: Report

ELIZABETH MCARTHUR  |  TUESDAY, 19 OCT 2021
... This, Langsford suggests, shows that there is increasing awareness among high-net-worth families of the importance of planning for wealth transition. Over 30% of family offices surveyed were managing money for three generations or more. When it comes ...

Frontier wins NZ client

ANNABELLE DICKSON  |  MONDAY, 18 OCT 2021
... was chosen based on cultural alignment along with a tailored approach to growing the trust. "TECT is evolving and planning for the next growth phase for the portfolio. As part of that, the trustees are keen to broaden our investment opportunities. Frontier's ...

Midwinter appoints head of product

ELIZABETH MCARTHUR  |  MONDAY, 11 OCT 2021
... technology strategy and delivery. Prior to this, Zietara held several senior positions at AMP. He was head of financial planning for Queensland for Hillross and AMP Financial Planning and was lead, advice success and innovation and lead, delivery, and ...

Older Australians overlooking age care costs

KANIKA SOOD  |  WEDNESDAY, 25 AUG 2021
... from Australians 50 years old and above. It found respondents that were older, more educated or wealthier had better planning for their age care costs. Further, those respondents who had a relative in aged care or some other exposure to it were more ...

Aware Super hires member growth executive

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... Sunsuper, where he was the chief member officer for nearly three years. Prior to that he was the head of strategic planning for the retail division at Vanguard. Ten years before that, he was at Sunsuper as head of financial advice and executive general ...

Perpetual ups acquisition liability

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... the end of June. Yesterday, the group announced that it acquired boutique financial advice firm Jacaranda Financial Planning for an undisclosed amount.

Advice engagement jumps during COVID-19

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
... Some 54% of advisers ClearView surveyed believe that COVID-19 has increased public awareness of the importance of planning for the future and seeking professional financial advice. Over 30% of advisers believe that COVID-19 has increased public awareness ...

Connectus acquires fifth practice

KARREN VERGARA  |  WEDNESDAY, 30 JUN 2021
... us to maintain our boutique, high-touch approach with clients while locking in long-term continuity and succession planning for the business," Ferizis said.

KPMG promotes two super experts

KARREN VERGARA  |  MONDAY, 28 JUN 2021
... partner, having joined KPMG two years ago. She is currently the head of self-managed superannuation funds and estate planning for KPMG Enterprise. Dolan has spent more than 25 years advising private clients on the legislative application and strategic ...

Interprac grows advice network

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
... head of advice and compliance Mike Butler told Financial Standard that the two practices used Interprac Financial Planning for their licensee services and the acquisition will see parent company Sequoia Financial Group own 100% of each firm. Butler said ...