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Showing 1361 - 1370 of 10928 results for "Planning"

Chief executives anticipate recession: KPMG

ANDREW MCKEAN  |  MONDAY, 10 OCT 2022
... geopolitical and economic impacts." "As the possibility of recession looms, many are already prepared with a deep focus on planning and agility." While chief executives were found to be resilient, they're also realistic about the challenges ahead, the ...

FPA seeks broader scope for CSLR

CHLOE WALKER  |  MONDAY, 10 OCT 2022
In its pre-budget submission, the Financial Planning Association of Australia (FPA) has called on the federal government to broaden its proposed compensation scheme of last resort (CSLR) and to extend the ASIC levy freeze for advisers for another year. ...

APRA unmasks fund outsourcing impacts

ANDREW MCKEAN  |  THURSDAY, 6 OCT 2022
... monitor and support the measurement of outcomes for members effectively, in line with Prudential Standard SPS 515 Strategic Planning and Member Outcomes (SPS 515), better practice requires trustees to clearly define and measure service standards that ...

Advised Aussies better off on all fronts: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2022
... measure better on all aspects of quality of life and better mental health, according to new research from the Financial Planning Association of Australia. The research, which was conducted by MYMAVINS, compared perceptions of unadvised and advised Australians ...

Hejaz launches financial advice service

ANDREW MCKEAN  |  TUESDAY, 4 OCT 2022
Hejaz Financial Services has launched a faith and ethical dealer group to serve Muslim clients and those seeking ultra-ethical products. Hejaz Financial Advisers intends to support financial advisers with an existing Muslim client base and in highly ...

BUSSQ sees strength in niche super

ELIZABETH FRY  |  FRIDAY, 30 SEP 2022
... with any other party," he says. "Whether that becomes our long-term strategic plan is obviously up to future strategic planning sessions as we sit down and look at what is in the best financial interests of our members." A priority for the fund is getting ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
Lumiant will be the first company to leverage Envestnet | Yodlee's Consumer Data Right (CDR) accreditation under the CDR representative model to power its Your Wealth module. The partnership enables Lumiant to access real-time data from financial ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
Financial planning technology providers have agreed with the Quality of Advice Review's (QAR) proposal to remove Statements of Advice. Advice Intelligence founder and chief executive Jacqui Henderson said QAR chair Michelle Levy makes a critical ...

ASIC FAR drops as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2022
... groups that saw the biggest drop in numbers during the month were Synchron (29), Ord Minnett (16) and Charter Financial Planning (12). The 882 existing advisers that had qualified for the nine-month extension had to have passed the exam by or at the ...

More consolidation is needed, says Diverger chief

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
Diverger managing director Nathan Jacobsen believes more consolidation must happen within the financial advice industry. "I think we are one of the larger service providers and yet, by listed company standards, we're small," he explained in a recent ...