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Showing 891 - 900 of 10928 results for "Planning"

New enhancements to Expand, CFS Edge

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
Insignia Financial (Insignia)'s flagship platform Expand Essential has made enhancements to its menu, while Colonial First State (CFS) has added new options to CFS Edge. Recent additions to Expand Essential include new multi-manager options MLC ...

Former AMP adviser banned by ASIC

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
ASIC has prohibited former AMP Financial Planning (AMPFP) adviser Darron Mink from providing financial services or engaging in credit activities for five years. Mink, who was also the sole director of Newcastle's Pinnacle Financial and Investment ...

AMP revamps Jigsaw Advice Solutions

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2023
... year support, and money management solutions. In enhancing the offering, AMP has made available aged care and retirement planning modelling tools, as well as cybersecurity support. Advisers can also access a buyer's agent referral service, as well as ...

Advisers, accountants ramp up partnerships

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... acquire accounting practices, leading to purchasers paying an increased price multiple. "Often, accountants acquire a planning practice and retain the staff, offering a more diverse service. Similarly, planners have been acquiring accounting practices ...

FSCP issues another registration prohibition order

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
The Financial Services and Credit Panel (FSCP) made another registration prohibition order against a financial adviser who tried to recommend an SMSF and investment products that were not suitable to a client. Melbourne-based Stephen Rogers, a representative ...

Young investors fall prey to bad social media advice

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
Over one third (34%) of investors have acted on financial information seen online or on social media that ended up being misleading or factually incorrect, a new survey reveals. According to US insurance and financial services firm Nationwide, investors ...

Impact of debt on retiree confidence a mixed bag

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
... debt, leaving more retirees exposed to interest rate fluctuations, and presenting an evolving challenge in financial planning for retirement." However, TAL and Investment Trends' recent Retirement Income report found fewer than 5% of retirees are concerned ...

UK to overhaul advice affordability, access

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
The UK government is proposing major changes to make financial advice more accessible and affordable to everyday people as only 8% of consumers call upon the services of financial advisers. The Financial Conduct Authority (FCA) is looking to rollout ...

Local housing market to reach inflection point: Research

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
... high-density sector." Elsewhere, in recent research by Resolve Finance, approximately 20% of local property investors are planning to sell their properties in the next 12 months. This is due to the changing market dynamics and investors seeking alternative ...

Dexus finds next chief executive

CHLOE WALKER  |  MONDAY, 11 DEC 2023
... knowledge makes him the ideal successor, Negus added. Interestingly, Negus revealed the board has spent much of 2023 planning for succession, which also included executing a global search. "The board is confident that alongside our highly regarded executive ...