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Showing 811 - 820 of 11053 results for "Planning"

Build Your Wealth adviser cops ban

KARREN VERGARA  |  FRIDAY, 26 JUL 2024
The owner and financial adviser at Build Your Wealth has been banned from the industry for five years after ASIC found evidence of conflicts of interest. Christopher Edward Luff failed as a financial adviser, according to ASIC's investigation, particularly ...

How advisers can reap additional $2.1bn in revenue

KARREN VERGARA  |  THURSDAY, 25 JUL 2024
... clients become more cost-conscious and seek low-fee alternatives for simplified investment strategies and basic financial planning. By 2030, the 250 financial advisers surveyed anticipate servicing an additional 486,000 clients, with 76% saying their ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
... in a declining engagement rate with investment advisers - particularly in the areas of pension strategies and estate planning - to a "record low" showcased in the 2024 Vanguard/Investment Trends SMSF Investor Report. Complying to the ATO's technological ...

Insignia Financial looks to slash redundancy entitlements

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2024
The Finance Sector Union (FSU) is calling on Insignia Financial to rethink a proposed overhaul of redundancy pay arrangements after the wealth manager tabled a plan to cut entitlements by more than half. The FSU is currently negotiating a new Enterprise ...

Sequoia chief reappointed, hunt for successor kicks off

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
... executive Garry Crole has accepted a fixed-term contract that will see him extend his tenure to June 2026, but succession planning efforts are afoot. This fulfills the promise made in a company presentation to investors, in which the board committed ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
... 10,595. Shaw and Partners, Findex, and Morgans Financial gained the most advisers. Meanwhile, Merit Wealth, AMP Financial Planning, and Bridges Financial Services lost the highest number of advisers. Superannuation fund-linked advisers is the smallest ...

Insignia Financial flags more remediation ahead

JAMIE WILLIAMSON  |  MONDAY, 22 JUL 2024
Insignia Financial has warned its upcoming FY24 results will be impacted by "a significant increase in remediation for legacy quality of advice" issues. In a quarterly update, Insignia Financial confirmed it is adding $135 million after tax to its remediation ...

ASIC permanently bans Queensland adviser

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
... linked to AFSL Holdings Australia. He was a member of the Tax Practitioners Board and only held a Diploma of Financial Planning. Abdalla has the right to appeal to the Administrative Appeals Tribunal for a review of ASIC's decision.

Kidmans acquires wealth advisory firm

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2024
Kidmans Partners, a member of the Count network, has acquired Victorian accounting and financial advice firm Zanacorp for $2.1 million. Kidmans will pay 70% of the consideration for Elsternwick-based Zanacorp upon completion and the remainder will be ...

Funds SA, Mercer Super make key appointments

ELIZABETH FRY  |  FRIDAY, 12 JUL 2024
... brings deep expertise in life insurance, superannuation, trustee services, managed funds, investment management, financial planning, health insurance and general insurance," Bryant added. Bryant said the appointment comes while the Mercer Super board ...