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| | Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti. Last November, AZ NGA-backed Fortnum and Nestworth Financial Strategists (formerly ... |
| | | The Federal Court has approved the settlement reached in the $16 million class action brought against Dixon Advisory & Superannuation Services (DASS) following a two-week delay. Justice Thawley sought to gather more information for the victims in delaying ... |
| | | The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share. Rainmaker's analysis of the ASIC Financial Adviser Register (FAR) shows that the population ... |
| | | ... Brisbane's Cleveland, Blue Harbour was established in 2002 and specialises in superannuation, retirement, and estate planning. Cook recently told sister publication FS Advice why he's a strong advocate for guiding the next generation of advisers, having ... |
| | | ClearView said it believes there have been signals towards the "return" of financial advice, following the government's favourable response to the Quality of Advice Review. "Recent data indicates the exodus of financial advisers has 'bottomed out'. ... |
| | | ... continue to develop a platform and digital experiences that go beyond the traditional investment-centric and goals-based planning experiences and look for ways we can improve a client's overall wellbeing. Designing compelling, engaging, and transformational ... |
| | | HUB24, which owns Xplore Wealth, Class, and myprosperity, surpassed the $100 billion milestone at the end of March. Some $79.7 billion in FUA, up 34% year on year, came directly from the platform. Its Portfolio Administration and Reporting Services' ... |
| | | Willis Towers Watson (WTW) is planning to launch a new fund that will invest in private equity opportunities including co-investments. This new private equity fund, the WTW Private Equity Access Fund (WTW PEAF), will be the first time that the asset ... |
| | | ... to ensuring that members receive what they were entitled to. "Superannuation is the most important aspect of financial planning for retirement in Australia and it's a basic expectation of workers that superannuation is paid correctly," Sharma said. In ... |
| | | ... care legislation, choices and costs associated with aged care are constantly changing, enhancing the difficulties with planning and education," she said. Transitioning to residential aged care, which tends to be stressful and complex for older Australians ... |
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