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Showing 91 - 100 of 240 results for "Planning for"

Hume calls for diversity in super fund mergers

HARRISON WORLEY  |  TUESDAY, 31 MAR 2020
... were unforeseeable, and added she would be interested to discover how many boards and risk committees ran scenario planning for a pandemic. "The GFC was not so long ago - did our collective failure of imagination blinker us to the learnings of other ...

Morningstar boosts financial planning capabilities

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... capabilities. "Morningstar has shown a vision and commitment to enable basic goal planning all the way through to advanced planning for high-net-worth-focused advisors," Brayman said. "When it comes to finding a large, strategic fintech partner that ...

Industry-made retirement models are self-serving: SCA

ELIZA BAVIN  |  MONDAY, 2 MAR 2020
... CHOICE to survey over 10,000 consumers who shared their concerns about the adequacy, fairness and complication in planning for retirement, which formed the basis for its recommendations. SCA said the set of budget standards that were set by the Association ...

Apt Wealth Partners acquires firm

ELIZABETH MCARTHUR  |  TUESDAY, 28 JAN 2020
... shares our personal approach to wealth management and our core belief of helping clients to live for today while planning for tomorrow," McGregor said. "We believe our team is our greatest asset, and the addition of Semaphore Private's advisers only ...

Chief economist update: Missing the burning forests for the surplus tree

BENJAMIN ONG  |  TUESDAY, 7 JAN 2020
... melting glaciers, recent fires in the Arctic Circle and flooding in Venice is enough evidence to prompt us to start planning for worst-case scenarios rather than debating the science." The piece was published on November 14 last year, just a few weeks ...

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... Financial Standard about what advisers can expect from his session. Mitch Anthony has been a thought leader in financial planning for over 20 years. The University of Texas credits him as introducing the idea of "financial life dialogues" with his 2001 ...

CBA wealth boss to exit

KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
... CBA chief executive Matt Comyn said: "Jason has played a significant role in the divestment of Count Financial and planning for the exit of the aligned advice businesses as well as making substantial progress on remediation activities across our wealth ...

AMP dealer group head departs

ELIZABETH MCARTHUR  |  TUESDAY, 12 NOV 2019
... experience will strengthen our ability to navigate the current industry challenges and position Mortgage Choice financial planning for long-term growth." Commenting on his appointment, Thomas added: "I am thrilled to be joining Mortgage Choice and look ...

New FPA board members

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... disability and human rights advocate. Henderson has been director and certified financial planner at SWA Financial Planning for over 20 years. Meanwhile, Sharpe runs a boutique financial services firm in Perth called Globe Financial Planning. All three ...

Byres warns not to spread APRA too thin

HARRISON WORLEY  |  MONDAY, 12 AUG 2019
... devote more resources to superannuation supervision, we should devote more devote more resources to resolution and planning for crises: a range of areas where we should devote more resources," Byres notes. "Unfortunately there's a limit to how thin ...