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Showing 1171 - 1180 of 10928 results for "Planning"

Digital advice association in the works

CASSANDRA BALDINI  |  TUESDAY, 11 APR 2023
A new industry association founded by four digital advice providers has been initiated to support the Quality of Advice Review (QAR) proposed reforms and serve as a united voice before government. The founding members and representatives of the body ...

Top rated superannuation products in Australia revealed

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... superannuation products on performance, costs, insurance, organisational strength, and additional services like financial planning. Equipsuper led with eight AAA-rated products each. Commonwealth Superannuation Corporation followed with seven AAA-rated ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... primarily focused on accumulation rather than retirement. However, with an ageing population and shift towards retirement planning, spurred by the introduction of the Retirement Income Covenant, funds are in prime position to engage with members. "Superannuation ...

Love affair with managed accounts continues

CHLOE WALKER  |  TUESDAY, 4 APR 2023
The proportion of Australian financial advisers using managed accounts has more than tripled from 17% a decade ago to a record high of 56% now, according to the latest report by State Street and Investment Trends. The latest SPDR ETFs/ Investment Trends ...

Financial Advice Association Australia officially launches

KARREN VERGARA  |  MONDAY, 3 APR 2023
... Advice Association Australia (FAAA) today has officially launched, finalising the low-awaited merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA). The FAAA unveiled a new leadership team ...

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
As fund research plays a critical role in helping financial advisers make conflict-free product recommendations, what bearing do rating houses have in helping them meet their obligations? According to Main Street Financial Solutions principal and private ...

Betashares launches practice development offering, appoints head

CASSANDRA BALDINI  |  FRIDAY, 31 MAR 2023
The ETF provider said its service will help financial advisers scale their businesses and welcomed Damon Riscalla to the newly created role of national head of practice development. The tools, available on the Betashares website, will initially give ...

Australian Retirement Trust names investment strategy lead

ELIZABETH FRY  |  FRIDAY, 31 MAR 2023
... step away from ART/QSuper, destination to be decided." ART also said it will hire a head of investment resilience and planning role to the leadership team to test the fund's portfolios and capabilities. This role will be advertised next week. Meanwhile ...

Risk clients, practices worth more: Radar Results

CASSANDRA BALDINI  |  TUESDAY, 28 MAR 2023
Financial advice practices specialising in risk insurance are gaining higher price multiples on clients and are selling for up to $1.5 million as demand rises and supply drops. Radar Results' latest insights show price multiples on risk insurance ...

Super reform "takes away the right to be tax exempt"

ANDREW MCKEAN  |  TUESDAY, 28 MAR 2023
... account. Critics argue that it could be perceived as a retrospective tax on existing assets, potentially impacting financial planning strategies for those nearing or in retirement. Heffron managing director Meg Heffron shares similar apprehensions. She ...