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Showing 1 - 10 of 9599 results for %22Financial planning%22

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
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 ...

Court approves $16m DASS settlement

KARREN VERGARA  |  FRIDAY, 19 APR 2024
... two-week delay. Justice Thawley sought to gather more information for the victims in delaying the approval. The Australian Financial Complaints Authority (AFCA) confirmed to Justice Thawley that the settlement does not prevent victims taking part in ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
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 ...

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger. The merged entity will operate under EWM chief executive and co-founder Greg Cook and ...

Financial advice exodus has 'bottomed out': ClearView

ELIZA BAVIN  |  WEDNESDAY, 17 APR 2024
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'. ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... we're about. We're here to support and enhance that human connection to ensure this essential component of financial planning isn't forgotten in our lust for technological advancement." Ignition Advice global head of strategy and corporate services Andrew ...

HUB24 hits $100bn milestone

KARREN VERGARA  |  TUESDAY, 16 APR 2024
... HUB24 said. "This percentage has been lower over the quarter compared to the average during 1HFY24." There are now 4382 financial advisers using the platform, the total growing 17% year on year. In February, HUB24 launched a prototype of the new Class ...

ESSSuper faces class action threat over unpaid super

ANDREW MCKEAN  |  FRIDAY, 12 APR 2024
... 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 ...

Why aged care advice needs tougher regulation

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
... rallying for tougher protections and laws. Aged Care Steps is seeking feedback from stakeholders in aged care, including financial advisers, lawyers, accountants, aged care providers, and older Australians, to discuss how aged care advice can be improved ...

Count completes Solutions Centric deal, reconsiders another

JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2024
... expands Count's Services segment proposition to complement existing group services that support accounting and financial planning (IT and offshore capabilities), along with actuarial certificates, SMSF and tax training/education," Count said. However ...
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