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Showing 71 - 80 of 10148 results for "Planning"

AMP reports boost in IFA flows, mulls advice unit options

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2024
Despite seeing an influx of independent financial advisers' (IFAs) business, AMP continues to seek alternatives for its advice unit as it reports another loss. In the first half of the 2024 financial year, the wealth firm recorded a 33% year on ...

Fiducian reports strong first half, flags growth plans

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2024
Fiducian reported a 10% increase in revenues and 18% jump in funds under management for the six months to December end, saying it's the result of a disciplined business plan. In its half-year update, Fiducian said its underlying net profit after tax ...

AustralianSuper to revive UK landmark

CHLOE WALKER  |  TUESDAY, 13 FEB 2024
AustralianSuper and UK property developer British Land have submitted a planning application to redevelop a permanent cultural venue at the Printworks London building. The Printworks building, managed by music and arts operator Broadwick, was closed ...

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 ...

AustralianSuper calls for an 'account for life'

ANDREW MCKEAN  |  MONDAY, 12 FEB 2024
... provide more support, guidance, and advice, leveraging data sharing with government to smooth the complexity of retirement planning. It proposed updating advice regulations to be technology neutral, enabling the adoption of AI and similar technologies ...

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
... years. Collins will lead Aware Super's technology and data governance, data strategy, investment operations, strategy, planning and delivery, transformation, as well as finance, tax, and procurement teams. An Aware Super statement said this alignment ...

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
Euroz Hartleys will use Mason Stevens' outsourced chief investment office (CIO) service to ensure the unique investment needs of its clients are met via an enhanced capability. Euroz Hartleys said the partnership is testament to its dedication to ...

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 ...