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| | | ... $15 million. Entireti, formerly Fortnum Private Wealth, and AZ NGA will pay $10.2 million to acquire Charter Financial Planning, Hillross, AMP Financial Planning and support firm Jigsaw. To do so, it will form a joint venture entity, currently known ... |
| | | | AFS Licensees (AFSLs) and their professional indemnity insurers (PII) that fail to pay a determination will potentially see their licence revoked if the Compensation Scheme of Last Resort (CSLR) has to intervene. CSLR chief executive David Berry warned ... |
| | | | Statton Partners will join Wilsons Advisory Private Wealth division, adding the firm's clients, client assets and advisers to the business. The Statton Partners team will be moving into Wilsons Advisory's Sydney offices in the coming months ... |
| | | | A new report has identified how financial advice firms can bridge the value gap for prospective clients to get them on their books. Netwealth's 2024 Advisable Australian research, conducted in partnership with The Lab Strategy, found the barriers to ... |
| | | | ... out of necessity. Psychology professor and the study's lead researcher Joanne Earl said timing of when to retire, planning, and choice were revealed as crucial for retirement enjoyment and wellbeing. "Proactively choosing how and when to retire may ... |
| | | | Shadow Assistant Treasurer Luke Howarth has reaffirmed the opposition unreservedly supports Michelle Levy's Quality of Advice Review (QAR) recommendations and wouldn't go back to the drawing board, at an event hosted by the Financial Services ... |
| | | | Financial advisers may have lost nearly 18% of their client books because of fee increases in the last financial year but are reporting higher profit margins, a new Investment Trends analysis shows. Advisers went from servicing 120 clients on average ... |
| | | | ... Management handed Clime $240 million to help manage the funds on behalf of Victorian financial advice group DMG Financial Planning. Clearwater, a boutique multi-manager based in Sydney, manages the DMG Diversified Portfolio (DMGDP) and Clearwater Dynamic ... |
| | | | ... catalyst to open the lines of communication with their children on important wealth matters, such as inheritance and estate planning. It may even empower them to support their children financially, which we know from AMP's previous research they're ... |
| | | | ... management, and investment risk across the total fund. She will also assist with strategic goals, business and budgetary planning, and developing and overseeing cross-asset investment strategies and initiatives. "I look forward to this new opportunity ... |
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