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Showing 1051 - 1060 of 10928 results for "Planning"

Bombora, Morrows partner on risk advice

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2023
Advice groups Morrows and Bombora have joined forces to create a dedicated risk insurance business. Morrows Risk Insurance will operate as a division of Morrows, licensed by Bombora, and leveraging the expertise of both firms to deliver tailored risk ...

Should wealthy Aussies use super to fund aged care?

ANDREW MCKEAN  |  THURSDAY, 3 AUG 2023
... invariably feature in a superannuation system, it's not the purpose of superannuation to have a tax preferred estate planning mechanism. "We've got a crisis of funding in aged care and at the same time we've got one-third of the value of superannuation ...

Trust trumps product advice: Research

ANDREW MCKEAN  |  THURSDAY, 3 AUG 2023
The Art of science and trust research, commissioned by the Australian Retirement Trust, has found that clients value trust and simplicity more than product and investment advice when dealing with financial advisers. The research found that when measuring ...

Capital Partners acquires Partnership Wealth Management

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
... clients in Western Australia for over 20 years and has twice been named Professional Practice of the Year by the Financial Planning Association of Australia, now Financial Advice Association Australia. The merger marks its first corporate transaction ...

Acadian employs ChatGPT to assess climate targets

RACHEL ALEMBAKIS  |  WEDNESDAY, 2 AUG 2023
... LLM processing - if a company is being more quant with its measure, or if it's being very specific with decarbonisation planning and the strategies to manage those emissions, as compared to those that are being very vague with language. "Quantitative ...

Raiz increases portfolio fees

KARREN VERGARA  |  TUESDAY, 1 AUG 2023
Micro-investing app Raiz has upped its fees on a range of its portfolios, with some increasing as much as 29%. The monthly maintenance fee for the Standard portfolios will increase from $3.50 to $4.50 for account balances of less than $20,000. For balances ...

AZ NGA acquires stake in Sydney advice firm

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
... and expansion endeavours. Based in North Sydney, Foster Raffan iPlan specialises in wealth management and retirement planning and is led by principals Daniel Molesworth and Robert Wood. Its establishment came in mid-2021, resulting from the merger of ...

New product lead at Equip Super

ELIZABETH FRY  |  FRIDAY, 28 JUL 2023
... lower fees and improved investment options for members. The recruit brings a background in product development, strategic planning, and commercial management that is second to none gained through his career at Mercer, AMP, AXA, Industry Fund Services ...

Advisers lacking PII sidestep AFCA rulings

KARREN VERGARA  |  FRIDAY, 28 JUL 2023
Financial advice firms are "problematically" sidestepping compensation payments after the Australian Financial Complaints Authority (AFCA) hands down a decision, using the excuse that they do not have professional indemnity insurance (PII). Out of 5400 ...

CFOs look to hire in second half: Survey

CHLOE WALKER  |  FRIDAY, 28 JUL 2023
... Western Australian businesses have slightly greater hiring ambitions than those in other Australian states, with 44% planning to expand headcounts compared to 41% in Queensland and Victoria, and 40% in New South Wales. An equal percentage of large companies ...