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Showing 961 - 970 of 10926 results for "Planning"

HUB24 launches investment options

KARREN VERGARA  |  TUESDAY, 17 OCT 2023
HUB24 is unveiling several enhancements to its platform, including the launch of new investment options targeting accumulators and retirees. HUB24 is launching a new investment option that targets advised clients with smaller amounts of investible assets ...

PSK acquires Perth-based advice group

CASSANDRA BALDINI  |  TUESDAY, 17 OCT 2023
PSK Private Wealth is expanding into Perth with the acquisition of Sage Financial Group. Sage has more than 30 years of history, founded by Peter Tucker and John O'Neill in 1989. Under the acquisition, all its team, comprised of 20 employees and ...

CBRE IM appoints APAC managing director

CASSANDRA BALDINI  |  MONDAY, 16 OCT 2023
... Before joining CBRE IM, he held the role of executive director at Marprop Real Estate Investors, leading the strategic planning and growth initiatives of the specialist boutique. Prior to his tenure at the Australian real estate manager, Gallagher was ...

GQG adds local sales staffer

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
... Wealth Management as a senior financial adviser and had more junior roles at Income Solutions, Adviser Group Financial Planning, and Principal Focus. "Dan is a welcome addition to the GQG Partners wholesale team and brings with him yet another differentiated ...

Escala loses bid to restrain former executives

KARREN VERGARA  |  FRIDAY, 13 OCT 2023
Escala Partners failed in its bid to restrain two former senior executives who moved to LGT Crestone Wealth Management from working in financial services and soliciting clients. The Supreme Court of Victoria rejected Escala's application for interlocutory ...

TAL makes leadership changes

KARREN VERGARA  |  WEDNESDAY, 11 OCT 2023
... obvious choice to appoint these roles from within TAL, reflecting our commitment to leadership development and succession planning". "I would also like to thank Tim for his valuable contributions to TAL over a decade and his leadership of the Individual ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
The Financial Advice Association Australia (FAAA) has announced the 2023 finalists for its suite of awards, to be presented at its annual Professionals Congress in November. The newly merged entity has launched its inaugural awards, spanning six categories. ...

Super tax change to impact SMSF members: Research

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... farmers consider their land holdings as their primary retirement nest egg. "This practice is paramount in succession planning, where land assets are frequently transferred into SMSFs to facilitate retirement income for retiring farmers," he explained. ...

Vale Tony Bongiorno

KARREN VERGARA  |  TUESDAY, 10 OCT 2023
Tony Bongiorno, a veteran of the financial advice industry and founding partner of the Bongiorno Group, passed away on October 6. Bongiorno helped establish the Melbourne-based group, which specialises in providing financial advice to medical professionals ...

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
... provides us, but also the support that it provides me personally - to focus on what I really enjoy doing, which is financial planning and a little bit of marketing as well." Robert added that the group is always in discussions with people about bringing ...