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Showing 871 - 880 of 10926 results for "Planning"

CFS Edge launches Cboe products

CHLOE WALKER  |  FRIDAY, 19 JAN 2024
Financial advisers using Colonial First State's (CFS) new platform CFS Edge can now access quoted products from Cboe Australia (Cboe). Cboe Australia president Emma Quinn said the new partnership is the latest step in Cboe's journey to provide local ...

Family offices embrace outsourcing: Study

CHLOE WALKER  |  THURSDAY, 18 JAN 2024
... outsourcing at their organisation over the next three years. What's more, it found nearly half (46%) of family offices are planning to increase the level of outsourcing by between 25% and 50%. This builds on two years of strong expansion, with 96% of ...

Advisers urged to check ASIC registration status

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
Despite the February 1 deadline fast approaching, the Financial Advice Association Australia (FAAA) says there's close to 6000 financial advisers who are still not registered with ASIC. Under the Financial Sector Reform (Hayne Royal Commission Response ...

Powerwrap bleeds $334m in outflows

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2024
Praemium's platform dedicated to the high-net-worth segment, Powerwrap, has lost $334 million in funds under administration (FUA) after a small number of financial advisers switched advice groups. The ASX-listed firm said the exit of advisers in the ...

JBWere appoints philanthropic services head

CHLOE WALKER  |  WEDNESDAY, 17 JAN 2024
... Islander students at the state and national levels. Her expertise spans policy development and implementation, strategic planning, and fostering meaningful and collaborative relationships, leveraging diverse strengths to create sustainable change. Commenting ...

HUB24 sets sights on $100bn FUA

KARREN VERGARA  |  TUESDAY, 16 JAN 2024
HUB24 is confident that it is on track to reach a $100 billion funds under administration milestone in 2025. In a quarterly update released this morning, the investments platform announced it hit $91.2 billion at the end of December 2023, up 25% year ...

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... year - a net loss of 214 advisers. Using ASIC Financial Adviser Register data, the analysis found that AMP Financial Planning still has the highest number of representatives with 477. It had 546 at the start of 2023, a 13% drop in adviser numbers. Morgans ...

2024 to be a watershed year: FAAA

JAMIE WILLIAMSON  |  THURSDAY, 11 JAN 2024
... Compensation Scheme of Last Resort (CSLR)," Abood said. "Another key area of focus will be the use of technology in financial planning, where substantial opportunities exist to streamline operations and reduce cost." She said this includes the role of ...

Court fines Linchpin, Endeavour directors

KARREN VERGARA  |  THURSDAY, 11 JAN 2024
Several directors of Linchpin Capital Group and Endeavour Securities, both of which are now in liquidation, were slapped with a combined $390,000 penalty by the Federal Court for breaching their duties. Last April, the court found that Ian Williams ...

Court finds Canna Campbell infringed trademark

KARREN VERGARA  |  MONDAY, 8 JAN 2024
Financial adviser and finfluencer Canna Campbell was found guilty of infringing the trademark "Financial Foreplay" in her podcasts. The Federal Circuit and Family Court of Australia determined that the founder of SugarMamma TV and SASS Financial used ...