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Showing 1221 - 1230 of 8680 results for "Sam"

All financial advice should be tax deductible: FPA

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
The Financial Planning Association of Australia (FPA) is calling for the government to provide tax-deductible status to all financial advice, no matter the stage. In its pre-budget submission, the FPA acknowledged that the ATO is looking into the tax ...

Prime Super's general manager of investments departs

ANDREW MCKEAN  |  THURSDAY, 2 FEB 2023
Prime Super general manager of investments Jane Kang has left the profit-to-member fund. Kang had been with the fund for seven years, starting as its investment operations manager. She exited earlier this week. Speaking with Financial Standard, Prime ...

Norwegian wealth fund reports -14.1% return

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2023
Norway's Government Pension Fund Global finished 2022 down a record $222 billion, saying it was a "very unusual year". The oil fund recorded the biggest loss in its history. Its previous largest loss was in 2008 amid the Global Financial Crisis when ...

AFA, FPA plan joint roadshow

CHLOE WALKER  |  WEDNESDAY, 1 FEB 2023
Irrespective of the outcome of the upcoming merger vote, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) will host a combined roadshow event across the country this year. The Combined Association ...

Pella broadens horizons, launches UCITS fund

JAMIE WILLIAMSON  |  TUESDAY, 31 JAN 2023
Pella Funds Management's offering is gaining traction abroad, with the Sydney-based firm launching a UCITS fund in Europe. Pella has launched the Pella Global Securities Sustainable Fund, domiciled in Luxembourg. It applies the same strategy as its ...

Skill shortage to continue to cost Aussie companies

CASSANDRA BALDINI  |  MONDAY, 30 JAN 2023
Australian companies will continue to suffer at the hands of the skill shortage crisis in 2023, with 70% of employers stating the lack of talent will cost them. According to research conducted by specialised recruiter Robert Half, the recent 3.5% unemployment ...

FPA, AFA merger consultation to close

CHLOE WALKER  |  FRIDAY, 27 JAN 2023
... members. "We hope that everyone who has a view on the merger has taken the opportunity to provide it." Meanwhile, AFA president Sam Perera said there have been a couple of key areas of focus during the consultation period, including culture and a new ...

Capital Group kicks off succession plan

CHLOE WALKER  |  FRIDAY, 27 JAN 2023
The global active investment manager has overhauled its executive team and appointed new leaders to roles that will assume the management responsibilities of chairman and chief executive. Investment veterans, chief executive Tim Armour and vice-chair ...

Australians lack confidence in retirement: SSGA

ANDREW MCKEAN  |  WEDNESDAY, 25 JAN 2023
A State Street Global Advisors (SSGA) Retirement Reality report has revealed a widespread lack of confidence in Australia's retirement system. Despite recent changes to the Australian retirement system, including the Your Future, Your Super (YFYS) ...

Retirees feel the brunt of inflation: Challenger

CHLOE WALKER  |  TUESDAY, 24 JAN 2023
If the current high levels of inflation continue for years rather than months, many retirees could be facing some difficult spending choices, says Challenger. A new report, entitled Innovations to manage inflation risks, highlights the need for financial ...