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Showing 61 - 70 of 9602 results for %22YS Financial Planning%22

Fiducian reports strong first half, flags growth plans

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2024
... already up to $13.1 billion when also accounting for January; it has more than doubled in the last five years. "The financial results for the half-year once again demonstrate the resilience of Fiducian's ability to manage economic uncertainties," the ...

Count drops $4.1m on SMSF services company

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... company that provides offshore SMSF services out of India, with an aim to expand its services segment to support financial planning and accounting businesses. Count will acquire 51% of the business based on an enterprise valuation of $4.1 million. Count ...

Colonial First State launches new offering to advisers

CHLOE WALKER  |  MONDAY, 12 FEB 2024
Colonial First State (CFS) has unveiled CFS 10X, a new offering designed to help ambitious financial advice practices grow. CFS 10X aims to support the advice community by offering a calendar of dedicated events and webinars. The program is divided ...

ASIC chases 757 adviser registrations

KARREN VERGARA  |  FRIDAY, 9 FEB 2024
ASIC has issued its final reminder to the 757 financial advisers who have yet to register with the corporate regulator. As of February 6, ASIC counted many relevant providers who have outstanding registrations. They have until February 16 to get cracking ...

Aware Super restructures executive team

ANDREW MCKEAN  |  WEDNESDAY, 7 FEB 2024
... Aware Super will execute an executive reorganisation, adding an expanded chief operating officer role. Ex-HESTA chief financial officer Sally Collins will become the new chief operating officer of Aware Super, starting April 15. Incumbent chief operating ...

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... of our clients. Our advisers are dedicated to devising wealth management plans and investment strategies to enhance financial wellbeing," Euroz Hartleys head of advice Amanda Boyce said. "The collaboration with Mason Stevens will further strengthen Euroz ...

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
... shares in FNX and established a strategic partnership with Finexia to co-market each other's services to the financial planning and accountancy marketplace. Yield Report provides an online news portal focusing solely on fixed income and yield securit ...

Scarcity buys stake in asset manager

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... money from family offices and high-net-worth investors and its owners. "Evidentia's deep domain expertise in financial planning as well as investment management ideally positions it to take advantage of this ongoing trend, through providing the hard ...

Dirigere Advisory rebrands to Intelligent Planning

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... Synchron for four years. Intelligent Planning managing director Phil Osborne said: "We saw a widening gap in the financial planning landscape between what today's professional financial adviser community really wants from a licensee and what the market ...

Unlisted asset valuation practices under review

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2024
... is focused on "protecting the safety and resilience of regulated entities, promoting confidence and stability in the financial system, and supporting the community to achieve good financial outcomes." As part of this, APRA pinpointed asset valuation ...