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Showing 111 - 120 of 4095 results for "Financial planning"

Feature: Group insurance | Cold comfort

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
... burden by being "proactive, transparent, and compassionate." "Support services, such as grief counselling or financial planning assistance, can help alleviate some of those pressures. Insurers and advisers should be proactive in offering guidance during ...

Classic 60/40 approach underdelivers for women retirees

JAMIE WILLIAMSON  |  TUESDAY, 14 OCT 2025
... tailored to individual needs and adjust to market conditions are needed, as is greater financial literacy support. Financial planning must address gender-related gaps, it said.

ASIC exposes holes in managed funds' offshoring cyber controls

KARREN VERGARA  |  MONDAY, 13 OCT 2025
Responsible entities (REs) of managed funds lack robust risk management practices when it comes to the cyber and security risks relating to services they offshore, according to ASIC. A review of 30 REs found that more than half or 17 rely on offshore ...

ASIC slams licensees' lax offshoring governance

KARREN VERGARA  |  FRIDAY, 10 OCT 2025
... they offered and their cyber security arrangements. The services typically outsourced to these providers are financial planning, including client data entry and product research, paraplanning, insurance application and document support, and client communication ...

Prime Super recruits product veteran

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... Throughout her career, she held senior leadership roles at Active Super, AMP, Aon Hewitt and Finance Connect Financial Planning. During her eight years with Active Super, Tkalec oversaw the fund's product suite, ensuring offerings remained competitive ...

CSLR publishes paid claims details

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
... recourse. Anne Street Partners, Nextgen Financial Group, Dover Financial Advisers, Spectrum Wealth, Libertas Financial Planning, and Brite Advisors are also on the list of advice groups where claims against them have been paid. In July, the CSLR revised ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... we managed to get the annual cost of doing the financial plan from [between] 10 and 20 days using the whole financial planning process down to two, three to four hours." In the UK, that translated to breaking the GBP500 barrier. "I think that's what ...

CareSuper hires chief member officer

JAMIE WILLIAMSON  |  THURSDAY, 18 SEP 2025
... platform from which to continue evolving our products and services to meet the needs of our members. "My time in financial planning taught me the importance of listening to members and helping them shape their future with confidence. I'm proud to ...

InterPrac wants super funds' reserves to remediate Shield, First Guardian victims

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
InterPrac Financial Planning wants to rid itself of remediation obligations regarding the collapse of the Shield Master Fund and First Guardian Master Fund, saying that victims should be "fully compensated" via superannuation funds' reserves. InterPrac ...

ASIC piles more charges on Merhi

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... and financial adviser of Venture Egg, an authorised representative of Sequoia Financial Group's InterPrac Financial Planning. The court slapped travel restraint orders on Merhi in July to stop him from leaving the country until 12 December 2025 or ...