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Showing 1081 - 1090 of 18243 results for "Plan"

US election to add to inflation woes: Experts

ELIZA BAVIN | TUESDAY, 5 NOV 2024

... and demand," Cunningham said. "Harris' proposal is to reduce taxes for Americans outside of the richest 1%, while Trump's plan is to extend or favourably modify his Tax Cuts and Jobs Act of 2017. And then, of course, is the long-term impact of expanding ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN | TUESDAY, 5 NOV 2024

The Financial Advice Association Australia (FAAA) has entered a memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India as it attempts to bridge the adviser gap. One of the main goals of the MoU, which was signed between ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA | MONDAY, 4 NOV 2024

Colonial First State (CFS) and Viridian Advisory have teamed up to offer a low-cost version of financial advice that starts at $500. The arrangement, available to CFS FirstChoice superannuation, pension, and investment clients, enables those who do ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN | MONDAY, 4 NOV 2024

Financial Standard has recognised the most influential financial advisers in Australia in its annual FS Power50 list. The Power50 list, now in its 11 th year, comprises 50 financial advisers who are deemed to be best promoting the value of the financial ...

GROW Inc. chief executive steps down

JAMIE WILLIAMSON | FRIDAY, 1 NOV 2024

Mathew Keeley, the co-founder of GROW Inc., is stepping down as chief executive of the budding administrator. Keeley informed staff of his decision this week, appointing executive chair Rob Johnston as acting chief executive. Brad Cooper has been named ...

Retail super funds spend big on advice

KARREN VERGARA | FRIDAY, 1 NOV 2024

... and Pension Fund spent $294.5 million on external financial planning payments, followed by Macquarie's Superannuation Plan at $213.5 million. The HUB24 Super Fund came third ($172.8m), then the Colonial First State FirstChoice Superannuation Trust ...

BlackRock partners to build $1.5bn life sciences platform

MATTHEW WAI | FRIDAY, 1 NOV 2024

BlackRock and Wentworth Capital have joined forces to acquire two life sciences seed assets as part of a plan to build a $1.5 billion platform. BlackRock, through its real estate division, and Wentworth Capital have acquired two assets in Sydney to ...

Jones preps DBFO Tranche 2 for parliament

KARREN VERGARA | WEDNESDAY, 30 OCT 2024

Assistant treasurer Stephen Jones said the government will press on with Tranche 2 of the Delivering Better Financial Outcomes (DBFO) reforms that he is preparing to introduce in parliament. The highly anticipated set of changes promise to remove laborious ...

SMSF Association announces board director changes

MATTHEW WAI | WEDNESDAY, 30 OCT 2024

Following the retirement of three board directors, the SMSF Association (SMSFA) has announced their successors. The SMSFA has welcomed Heffron managing director Meg Heffron, Vincent director of superannuation advisory Brett Griffiths and Matrix Norwest ...

Gap exists between licensees' AI use and governance processes: ASIC

MATTHEW WAI | TUESDAY, 29 OCT 2024

... rigorously monitor the use of AI by financial firms and address any "poor uses" of AI a key focus area in its latest Corporate Plan. It will take enforcement action if appropriate and where necessary.

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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