Search Results | Showing 831 - 840 of 10926 results for "Planning" |
| | | Former Financial Planning Association of Australia (FPA) chief executive Jo-Anne Bloch has been appointed by the Albanese government to lead its Compensation Scheme of Last Resort (CLSR). The scheme, which officially kicks off on April 2, aims to give ... |
| | | | Centrepoint Alliance is working to launch a new, "competitively priced" IDPS and superannuation platform, a strategic initiative outlined as it posts $140.5 million in gross revenues for 1H24 and $4.9 million in profits. Centrepoint said it has partnered ... |
| | | | A judge has ordered financial adviser Canna Campbell to pay $113,791.50 in legal costs after she was found guilty of trademark infringement. Justice Manousaridis in the Federal Circuit Court of Australia ordered Campbell, founder of SugarMamma TV and ... |
| | | | Superannuation funds will have a leg up over life insurers and banks once the federal government implements its proposal to expand financial advice. This is according to industry experts who say that super funds are in good stead to bolster the availability ... |
| | | | Demographic change, virtuous consumerism, the grandparent economy, AI acceleration, and social reconnection are the five megatrends shaping the future of SMSF and financial services businesses, according to McCrindle Research principal Mark McCrindle. ... |
| | | | ... driving strategy and performance. Before that, she was with Club Assist Asia Pacific overseeing strategy and business planning as well as product engineering & development, brand, market research, and corporate communications. Before her seven years ... |
| | | | Financial advisers should not overlook simple yet powerful strategies when it comes to protecting themselves from "rogue" clients, according to a law expert. Peter Bobbin, a consultant lawyer at Sydney-based Bobbin Lawyers, highlighted several methods ... |
| | | | Sequoia Financial Group reported an "abnormally high" net profit after tax (NPAT), coming in 4317% higher than the prior corresponding period. However, it also flagged "several" complaints to the Australian Financial Complaints Authority (AFCA) that ... |
| | | | Insignia Financial's share price is up some 12% after it posted a marginal increase in underlying profit and reported all its strategic priorities being on-track. The wealth giant has reported underlying net profit after tax (NPAT) of $95.5 million ... |
| | | | ... he has worked since 1993. He specialises in advising on tax, superannuation, structuring and restructuring, and estate planning and succession. This includes assisting accountants, financial advisers, lawyers, and others help clients deal with these ... |
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