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Showing 901 - 910 of 10926 results for "Planning"

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
Just weeks after the acquisition was announced, Insignia Financial and WT Financial Group have finalised the transfer of Millennium3, adding 75 practices to the latter's network. Handing over $2 million for the licensee, WT Financial has added about ...

Fidelity retirement specialist exits

ELIZABETH FRY  |  FRIDAY, 8 DEC 2023
... financial press and podcasts, he has said Australians are ill-prepared for retirement, lacking control in the retirement planning process. Plus, he reckons that less than half of the Australians surveyed are making an active decision about the end of ...

QAR final response winds clock back, says FAAA

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
The Financial Advice Association Australasia (FAAA) is now rethinking its initial support of the government's response to the Quality of Advice Review (QAR), saying the latest proposals could "wind the clock back five years" on the industry. Today ...

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
Financial advisers are feeling energised by private markets as fund managers pave the way to make opportunities accessible not only to sophisticated investors but also retail clients more than ever. Diversification, enhanced returns, and improved accessibility ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
Financial advice businesses must supercharge their capabilities, expand their capacity, and scale up to reach and serve more Australians. According to AZ NGA's paper, titled Ready or Not? A guide to building a super firm, the industry's current ...

Coastal Advice Group expands reach

CHLOE WALKER  |  WEDNESDAY, 6 DEC 2023
The Newcastle-based group has acquired RI Brighton and Wealth for Life Financial Planning as part of its strategy to become one of the leading financial advice providers in the country. The acquisition of the firms, both based out of Adelaide, will ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... non-retail investment opportunities. In addition, they require consolidated reporting, structured giving expertise, estate planning, insurance and asset protection advice, business succession planning, private banking and commercial finance, trustee ...

Changing retirement landscape needs regulatory framework: Actuaries Institute

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
... to our existing three-pillar system," said Gale. "People are also often after some general guidance about retirement planning rather than comprehensive financial advice, which can be hard to get and expensive. A help guidance and advice framework would ...

Billionaires of all ages watching AI: Research

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... legacies," Lo said. "Billionaires in APAC are increasingly seeking effective family strategies and bespoke succession planning advice to build family connections and foster the exchange of values and experience between generations. "Yet no family is ...

Allianz Retire+ adds 'industry first' feature to AGILE

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2023
... withdrawal benefit. "After consultation with the advice and trustee community we know a key issue for some clients when planning for retirement is assessing eligibility for the pension," Allianz Retire+ chief product and marketing officer Simon Aboud ...