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Showing 941 - 950 of 10926 results for "Planning"

Prosperity merges with accounting firm

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
Prosperity Advisers Group has merged with a Brisbane-based accounting and advisory firm. Prosperity has joined forces with Brisbane-based P+Y Accountants and Business Advisors. P+Y Accountants partners Brenden Yantsch and David Pennell and a team of ...

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... generation, as well as a number of businesses that will liquidate in the next several years and also be looking at succession planning," she said. "We do think that we will need to think more about retail advice in the future, as education is going to ...

Licensees flout breach reporting regime: ASIC

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
ASIC warned it is taking tougher action on licensees as they fail to comply with the reportable situations regime two years on. Of the 16,836 reports ASIC received from financial services and credit licensees in the year to June 2023, 17% took over ...

TelstraSuper launches option, retirement tool

KARREN VERGARA  |  TUESDAY, 31 OCT 2023
... TelstraSuper has unveiled several features for its younger and older membership that include a new option and retirement planning tool, and enhancements to its self-managed investment platform. The new High Growth option comprises 90% growth and 10% ...

Caddick victims sue auditors in class action

KARREN VERGARA  |  MONDAY, 30 OCT 2023
A new class action led by victims of Melissa Caddick alleges that auditors of their self-managed superannuation funds failed their jobs to detect fraudulent activities. Twenty-four victims, together with the help of Melbourne-based law firm Mackay Chapman ...

Power50: Most influential advisers named

STAFF WRITER  |  MONDAY, 30 OCT 2023
Now in its 10 th year, the Financial Standard Power50 list showcases the most influential financial advisers in the country in 2023. Financial Standard has released its annual Power50 list, comprising a vibrant and diverse mix of familiar faces and ...

Rival bidder seeks to acquire Diverger

KARREN VERGARA  |  MONDAY, 30 OCT 2023
... entity with over $300 million market capitalisation, with an increased ability to support further expansion in financial planning, accounting and other aggregation," COG said. COG added that the proposal sets a "base for further acquisitions within our ...

Adviser numbers steady, but shortfall predicted

CHLOE WALKER  |  MONDAY, 30 OCT 2023
With the number of financial advisers stabilised at around 16,000 after falling 43% from its December 2018 peak, forecasting by Rainmaker Information has sought to determine whether demand for advice over the coming decade can be met. According to Rainmaker ...

Bell FG announces leadership shakeup

CHLOE WALKER  |  FRIDAY, 27 OCT 2023
... the company that we have built and I have complete confidence in our senior management team," Provan said. "Succession planning has been in place for some time now." Provan added that Selvarajah and Davenport have complementary skills and know the business ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
The success behind high-performing financial advice firms is largely driven by their ability to operate strategically with discipline and help advisers focus on servicing clients' needs, a new analysis shows. A study by Macquarie Business Banking and ...