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Showing 81 - 90 of 3966 results for "Financial Planning"

AMP sells advice licensees to Entireti, AZ NGA

JAMIE WILLIAMSON  |  THURSDAY, 8 AUG 2024
... $15 million. Entireti, formerly Fortnum Private Wealth, and AZ NGA will pay $10.2 million to acquire Charter Financial Planning, Hillross, AMP Financial Planning and support firm Jigsaw. To do so, it will form a joint venture entity, currently known ...

New mandates boost Clime FUM

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... Management handed Clime $240 million to help manage the funds on behalf of Victorian financial advice group DMG Financial Planning. Clearwater, a boutique multi-manager based in Sydney, manages the DMG Diversified Portfolio (DMGDP) and Clearwater Dynamic ...

How advisers can reap additional $2.1bn in revenue

KARREN VERGARA  |  THURSDAY, 25 JUL 2024
... clients become more cost-conscious and seek low-fee alternatives for simplified investment strategies and basic financial planning. By 2030, the 250 financial advisers surveyed anticipate servicing an additional 486,000 clients, with 76% saying their ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
... 10,595. Shaw and Partners, Findex, and Morgans Financial gained the most advisers. Meanwhile, Merit Wealth, AMP Financial Planning, and Bridges Financial Services lost the highest number of advisers. Superannuation fund-linked advisers is the smallest ...

ASIC permanently bans Queensland adviser

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
... linked to AFSL Holdings Australia. He was a member of the Tax Practitioners Board and only held a Diploma of Financial Planning. Abdalla has the right to appeal to the Administrative Appeals Tribunal for a review of ASIC's decision.

Funds SA, Mercer Super make key appointments

ELIZABETH FRY  |  FRIDAY, 12 JUL 2024
... brings deep expertise in life insurance, superannuation, trustee services, managed funds, investment management, financial planning, health insurance and general insurance," Bryant added. Bryant said the appointment comes while the Mercer Super board ...

Regulation, profitability top adviser worries: BT

KARREN VERGARA  |  TUESDAY, 9 JUL 2024
... low number of students studying financial advice is "a big problem for the industry." "Raising awareness of financial planning as a career path is important. I don't think people aren't choosing to study financial planning because they don't like it ...

AWAG invests in advice firm, adds to network

KARREN VERGARA  |  MONDAY, 8 JUL 2024
The Australian Wealth Advisors Group (AWAG) has taken a stake in Melican Financial Planning and added Murdoch Private Wealth to its licence. ASX-listed AWAG took a 20% stake in Melican Financial Planning, a firm that provides accounting, mortgage broking ...

Sequoia professional services lead exits, restructures business

KARREN VERGARA  |  THURSDAY, 4 JUL 2024
... adviser services, and legal and administration services. Licensee and adviser services comprises Interprac Financial Planning, Sequoia Financial Advice, as well as the family office, corporate finance, wealth management, asset management, specialist ...

iExtend receives AFSL after lengthy wait

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
... advisers. The group said it has so far received strong support from several advice groups, including Lifespan Financial Planning, Advice Evolution, MBS Insurance, Life Experts and Newlane Risk. Sarkis added that the AFSL marks a significant development ...