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Showing 1261 - 1270 of 10928 results for "Planning"

Fintech predictions for 2023: Finura

CASSANDRA BALDINI  |  TUESDAY, 31 JAN 2023
... struggle," Finura said. Finura revealed it knows of at least seven prominent advice tech providers currently seeking or planning to raise capital. "Software development has never been more expensive. Without ready access to capital, strong founding team ...

Skill shortage to continue to cost Aussie companies

CASSANDRA BALDINI  |  MONDAY, 30 JAN 2023
... based on their potential to grow into a role and invest in internal training, professional development, and succession planning to find and retain the skills their business requires," concluded Gorton.

FPA, AFA merger consultation to close

CHLOE WALKER  |  FRIDAY, 27 JAN 2023
The member consultation period on a proposed merger between the Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) is due to close on January 31, with members encouraged to provide their feedback before then. ...

Capital Group kicks off succession plan

CHLOE WALKER  |  FRIDAY, 27 JAN 2023
... 90-year history, continuity and consistency have been a hallmark of how we manage assets for clients, and formal succession planning is critical to delivering superior, long-term investment results for them," Amour said. "I started at Capital right out ...

Countplus takes on regional firm

CHLOE WALKER  |  WEDNESDAY, 25 JAN 2023
Countplus' Moggs Accounting + Advisory (Moggs) has acquired Shepparton-based Timothy Trevor Gubbins. As part of the transaction, founder Timothy Gubbins is expected to remain with the business for a period of one year to help assist with an orderly ...

Rowe joins Kofkin Bond & Co

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
... the acquisition of Count Financial from Commonwealth Bank. Rowe has also previously served as chair of the Financial Planning Association of Australia, and of its Future2 Foundation, and was appointed a director of the Financial Adviser Standards and ...

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 ...

HUB24 launches new ESG ratings

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023
HUB24 has launched additional ESG ratings on its platform, following a collaboration with Morningstar and Responsible Investment Association Australasia (RIAA). The new functionality provides advisers with access to "data-driven insights" and reporting ...

Sequoia FG revises profit expectations

JAMIE WILLIAMSON  |  MONDAY, 23 JAN 2023
... insurers, Sequoia said it has "not recognised a contingent asset at this stage." However, its licensee Interprac Financial Planning has added advisers in recent months, which Sequoia said is pushing an expectation that the licensee services business ...

Australians are unprepared for retirement: Fidelity

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... Fidelity International report found that many Australians are ill-prepared for retirement, lacking control in the retirement planning process. Fidelity's New Life Old Life report showed that a third of older Australians who planned their retirement did ...