Search Results | Showing 71 - 80 of 9605 results for %22Financial planning%22 |
| | | ... money from family offices and high-net-worth investors and its owners. "Evidentia's deep domain expertise in financial planning as well as investment management ideally positions it to take advantage of this ongoing trend, through providing the hard ... |
| | | | ... Synchron for four years. Intelligent Planning managing director Phil Osborne said: "We saw a widening gap in the financial planning landscape between what today's professional financial adviser community really wants from a licensee and what the market ... |
| | | | ... is focused on "protecting the safety and resilience of regulated entities, promoting confidence and stability in the financial system, and supporting the community to achieve good financial outcomes." As part of this, APRA pinpointed asset valuation ... |
| | | | "AI mania" will over-promise and underdeliver for financial advisers, while superannuation funds are tipped to give digital advice a boost, Finura Group's 2024 predictions reveal. In the latest Australian wealth tech predictions report, Finura highlights ... |
| | | | ... financial advisers are required to complete are extremely prescriptive. It involves a specifically approved AQ7 Financial Planning major in an undergraduate degree or the completion of a specialised post-graduate diploma or master's degree in financial ... |
| | | | ... investors are utilising A200 and NDQ as significant, core allocations in their portfolios. "Australian investors and their financial advisers are increasingly turning to Betashares to help construct diversified and robust portfolios that are well positioned ... |
| | | | Interest rates will continue to be a driving force behind client conversations in 2024 as financial advisers remain agile regardless of whichever direction they will go. The rapid upward trajectory of interest rates - from 0.10% in April 2022 to today's ... |
| | | | ... Management (5.7%), and Kevin White and associates (4.8%), in the past flagged their support for transaction. ASX-listed COG Financial Services (COG) was initially in the running to acquire Diverger. COG backed away last November, together with its offer ... |
| | | | Prime Minister Anthony Albanese will amend the Stage 3 income tax cuts package, flagging that everyone is set to benefit from the changes. Albanese told radio station 2GB that all taxpayers will receive a tax cut. However, those earning over $180,000 ... |
| | | | ... Colonial First State (CFS) has found a significant proportion of Australians wish their superannuation fund offered financial advice, including many who already receive advice. The CFS Empowered Australian report, based on a survey of 2,247 Australians ... |
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