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Showing 1231 - 1240 of 10928 results for "Planning"

Fintech joins forces with advice students

KARREN VERGARA  |  TUESDAY, 21 FEB 2023
... advice students in a bid to offer practical experience before they graduate. Students studying the Master of Financial Planning at UTS are being provided with hands-on work experience with Asendium's financial planning software. Twenty-three students ...

California to mandate personal finance studies

KARREN VERGARA  |  TUESDAY, 21 FEB 2023
The US state is spending big on financial education and is close to mandating personal finance courses for high school students in a bid to combat financial illiteracy. Assembly Bill 984, introduced by assembly member Kevin McCarty on February 15, would ...

Victim access to super should be extended: Associations

JAMIE WILLIAMSON  |  TUESDAY, 21 FEB 2023
... say. In a joint submission to Treasury, Chartered Accountants Australia and New Zealand, CPA Australia, the Financial Planning Association of Australia, the Institute of Public Accountants and the SMSF Association have said they support the policy proposal ...

abrdn terminates funds amid transition

JAMIE WILLIAMSON  |  MONDAY, 20 FEB 2023
... manager is undertaking a review of its offerings globally, having last year confirmed to Investment Week that it was planning to merge or terminate at least 100 funds. In December, the local Absolute Return Global Bond Strategies Fund was also shuttered. ...

JANA awarded mandate by NFP

CHLOE WALKER  |  MONDAY, 20 FEB 2023
In a new mandate win, JANA will provide traditional advisory services, strategic advice and portfolio construction and risk assessment for Community Trust South. The New Zealand based philanthropic trust holds more than $270 million and has provided ...

Support staff key to advice firm longevity: Report

KARREN VERGARA  |  MONDAY, 20 FEB 2023
Financial advice firms are looking to hire more service-support staff in 2023 as many review their pay and benefits packages to remain competitive in an overheated market. At least half of the 100 advice firms canvassed by consulting firm Business Health ...

Allianz Retire+ launches new retirement income solution

CASSANDRA BALDINI  |  MONDAY, 20 FEB 2023
Allianz Retire+ has launched its new retirement income product, designed to enhance the provision of retirement planning for advisers. Allianz Guaranteed Income for Life (AGILE), available in early March, is a next-generation retirement solution delivering ...

Fund selectors insulating portfolios, embrace active management: Natixis IM

ANDREW MCKEAN  |  FRIDAY, 17 FEB 2023
... biggest allocation increase in 2023. "Private assets are a class growing in popularity with half of selectors surveyed planning on add to private investments offerings. In short, this year will be one of tactical shifts to generate income."

Adviser pay, incentives disparity revealed

KARREN VERGARA  |  FRIDAY, 17 FEB 2023
Experienced financial advisers working across major cities are earning as much as $150,000 per year, significantly more than their counterparts in smaller and regional hubs. According to consulting firm Business Health, which canvassed nearly 100 advice ...

AMP profits, declares first dividend since 2019

JAMIE WILLIAMSON  |  THURSDAY, 16 FEB 2023
AMP is set to pay a dividend of 2.5c per share after reporting a statutory net profit after tax (NPAT) of $387 million, its first since the Royal Commission came to an end. It marks a significant turnaround for the wealth giant, having last year reported ...