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Showing 1101 - 1110 of 10928 results for "Planning"

King's birthday honours for industry executives

CHLOE WALKER  |  TUESDAY, 13 JUN 2023
... founded UNHCR in Australia in 2000. Tupicoffs managing dierctor Neil Kendall, who was also the chair of the Financial Planning Association of Australian between 2014 and 2018, received the honour. He is also the founder of Financial Rescue, which assists ...

Industry bodies respond to QAR recommendations

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
The wealth management industry has broadly welcomed the bulk of the Quality of Advice Review recommendations Labor will prioritise, with many agreeing that the reforms will fix financial advice and ultimately benefit consumers. In releasing the first ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
The federal government will scrap a load of administrative burdens and give superannuation funds a larger role in making financial advice more affordable as it announces which out of the 22 Quality of Advice Review recommendations will become a reality ...

Advice practice valuations rise: Radar Results

KARREN VERGARA  |  FRIDAY, 9 JUN 2023
... "I'm unsure where prices are heading with an economic downturn worldwide, possibly having unstable outcomes. Financial planning client businesses, mortgage businesses, and accounting practices tend to shield themselves from adverse trends and show ...

Advice regtech acquires TIQK assets

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
Regtech provider for financial advisers Fourth Line has acquired the intellectual property of defunct startup TIQK. The assets include artificial intelligence and natural language processing technology. Fourth Line chief executive Joel Ronchi said that ...

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
Inflation is a looming threat to retirement incomes, so it's no surprise financial advisers are rotating toward more dynamic strategies. According to a report penned by Challenger and Ensombl, inflation is fast becoming the number one threat to ...

Advisers outsourcing to amplify investment capabilities: Mason Stevens

ANDREW MCKEAN  |  TUESDAY, 6 JUN 2023
... potential benefits of outsourcing are equally applicable," Mason Stevens said. Further, insight from Moran Partners Financial Planning partner Alex Hont highlights how the outsourcing approach allows for better client outcomes. "Our investment committee ...

ASX lays out five-year plan to restore trust

KARREN VERGARA  |  TUESDAY, 6 JUN 2023
... growing scarcity of engineers and other technicians to operate and maintain legacy technology requires prudent workforce planning. While many of these issues have already been considered, ASIC catalogued them into 27 key action points. "Indicatively ...

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
... KPMG said. KPMG family enterprise advisory director Daniel Trimarchi said: "Managing the transition - making continuity planning a focus for the business and the family - is key to success." "That means clearly defining this objective - to embed continuity ...

It's the year of the raise, says Hays

JAMIE WILLIAMSON  |  THURSDAY, 1 JUN 2023
About 95% of financial services employers are planning to pay their staff more in the next 12 months, and it may just be because more than half of workers are considering going elsewhere, Hays has found. According to the latest Hays Salary Guide, 68% ...