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Showing 1331 - 1340 of 10928 results for "Planning"

Factor investors increase allocations: Invesco

CHLOE WALKER  |  MONDAY, 14 NOV 2022
... Meanwhile, factor allocations continue to rise, with 41% of respondents increasing allocations over the past year and 39% planning an increase in the next year. Only 1% of respondents decreased allocations to factors over the past year. "The fact that ...

APRA proposes changes to successor fund transfers

ANDREW MCKEAN  |  FRIDAY, 11 NOV 2022
... "The transfer process itself, however, isn't always straight-forward, and that can be exacerbated when a lack of robust planning puts members at risk of a protracted, costly or failed transfer that fails to improve their outcomes. "With industry consolidation ...

TAL launches Professional Year platform

CHLOE WALKER  |  WEDNESDAY, 9 NOV 2022
The insurer has unveiled a new digital platform that promises to keep track of all Professional Year requirements and achievements. Developed by TAL's Risk Academy team, in collaboration with several licensees, PY Manager allows licensees, financial ...

AFA posts $273,135 operational loss

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
... improvement of $94,655 from last year's result, as it gears up for the vote on its proposed merger with the Financial Planning Association of Australia (FPA). Total revenue was down 2% on last year to $3 million, and total expenses increased 1% to ...

Government eyes crackdown on super tax concessions

CASSANDRA BALDINI  |  TUESDAY, 8 NOV 2022
... largest holds over $400 million in assets. "If the objective of super is to provide a tax-preferred means for estate planning, you could say it is doing its job," he said. Jones explained the concessional taxation of funds like these has a real cost ...

Australians worry about retirement - and maybe they should

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
... retirement," she said. The cost-of-living crisis has made it especially hard to plan for, she added. Optimum Pensions' ' Planning for retirement with confidence ' report noted that when it comes to retirement planning there's no crystal ...

Equipsuper investment chief on re-energising his team

ELIZABETH FRY  |  MONDAY, 7 NOV 2022
... gets harder to effectively allocate that capital. How is this for a $30 billion fund? Is that a perfect size, or are you planning to grow organically or through a merger? We certainly believe that, as a $30 billion fund, we are big enough to leverage ...

ASIC probes super fund, investment manager greenwashing

RACHEL ALEMBAKIS  |  FRIDAY, 4 NOV 2022
... proposed domestic law reform and guidance, "informed by our engagement with international and domestic stakeholders," and planning for the future "by further developing ASIC's medium to long-term strategic approach in this space, and by strengthening ...

FPA membership declines, deficit materialises

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
The Financial Planning Association of Australia's (FPA) membership has fallen to 10,954 members from 11,811 last year, and the association has recorded a before-tax deficit of $1.2 million for the year ended June 30. FPA member numbers decreased ...

QAR leaves insurance commissions alone

JAMIE WILLIAMSON  |  THURSDAY, 3 NOV 2022
A new paper from the Quality of Advice Review recommends life insurance commissions be retained, but additional disclosure rules be introduced to ensure clients consent to the payments. In August, the first proposals paper from the Quality of Advice ...