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Showing 1331 - 1340 of 18253 results for "Plan"

Genium scores consultancy mandate

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2024
Genium Investment Partners won a mandate to provide investment consultancy services to a family-owned wealth advisory firm. Located in Manly, New South Wales, Peer Wealth offers financial and insurance advice, accounting, and mortgage broking services. ...

Ageing Australians rapidly shifting retirement planning

ELIZA BAVIN  |  WEDNESDAY, 19 JUN 2024
New research from Allianz Retire+ has shown that Australia's ageing population is rapidly shifting its retirement planning focus to income rather than accumulation. The white paper suggested this change has seen financial advisers refining their advice ...

AFSLs undertake more reviews, lack risk documentation

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
Most AFS Licensees (AFSLs) are undertaking more reviews of their systems and processes but still lack documentation when it comes to managing risk, according to a new compliance survey. Holley Nethercote's 2024 Compliance Trends Survey reveals AFSLs ...

Most advisers satisfied with success: Research

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
Most financial advisers are happy with the success and profitability of their businesses, rating their satisfaction 3.6 out of five, new research shows. The 171 advice practices canvassed by Elixir Consulting and Colonial First State recorded earnings ...

TAL appoints new chief executive

ELIZA BAVIN  |  TUESDAY, 18 JUN 2024
TAL has appointed Fiona Macgregor as its new group chief executive and managing director, effective 1 October 2024. The appointment follows the promotion of TAL's current chief executive Brett Clark to the role of chief executive and managing director ...

Will ASIC use AI for advice compliance monitoring?

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
... for advisers, and every person online. Esler said that to address these challenges, advice firms must have a comprehensive plan in place. This includes implementing robust data security and privacy measures, adhering to best practices, and following ...

More Aussies anticipate renting in retirement: Vanguard

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
... option," he said. "This is why it's so important that a robust superannuation balance is part of a 'whole of wealth' retirement plan, so Australians can have confidence and security in retirement." Unsurprisingly then, cost of living was cited as being ...

Vale Garry Wyatt

KARREN VERGARA  |  MONDAY, 17 JUN 2024
Garry Wyatt, the co-founder and chief executive of Insync Funds Management, has sadly passed away. "Garry Wyatt's profound impact on Insync Funds Management is reflected in his passion, resilience, and unwavering optimism. Garry's dedication ...

Advisers call for apology from Super Members Council

JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2024
... Misha Schubert said the lobby group "deeply values the role of high-quality qualified financial advisers to help Australians plan for retirement, informed by advice that is in the best interests of super fund members." "Disappointingly, some comments ...

APRA updates industry on operational resilience guidance

ELIZA BAVIN  |  FRIDAY, 14 JUN 2024
... checklist for entities to assist in their implementation of CPS 230; and the regulator has provided a three-year forward plan of its intended approach to supervising CPS 230 to assist industry with implementation and planning. The "day one" checklist ...