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Showing 1401 - 1410 of 10928 results for "Planning"

2022 is the hardest year to retire: Report

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
... that 49% of advisers believe that underestimating the impact of inflation is the number one error made in retirement planning, but that's just the starting point. Natixis further revealed that 46% underestimated how long they would live, 42% overestimated ...

Ex-Synchron boss appointed head of Libertas

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
... Synchron general manager Phil Osborne has been appointed to head up Sequoia Financial Group's licensee, Libertas Financial Planning. Osborne, who resigned from Synchron in June after just five months, will support the ongoing development of advisers ...

Mind the managed accounts roadblocks: MLC

ANDREW MCKEAN  |  WEDNESDAY, 14 SEP 2022
... have two disparate investment structures, so you might've introduced more complexity in the business than you were planning to." Further, on the dangers of inadequate transition planning, Bevan observed the movement from current state to end state ...

BT Panorama introduces robotic admin feature

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
Enabling advisers and support staff to track the status of transactions via the platform's user interface, BT Panorama's new Robotic Integrated Technology Administration (RITA) platform has been launched. RITA is a fast automated service request tracker ...

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
Finalists for the 2022 Adviser of the Year award and the Female Excellence in Advice (FEIA) award have been announced by the Association of Financial Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
... was not disclosed, the cash injection is expected to accelerate Lumiant's international expansion into the US financial planning and accounting markets. "New funding from Edelman will support the company's mission to empower more individuals and their ...

iExtend adds lead alliances role

JAMIE WILLIAMSON  |  MONDAY, 12 SEP 2022
... wealth management NZ and Queensland at ANZ. His promotion follows a joint roadshow he worked on in July with the Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association, MDRT and XY Adviser. Building on this ...

CSLR legislation tabled, advice sector responds

ANDREW MCKEAN  |  FRIDAY, 9 SEP 2022
... relevant financial service and credit licensees in the subsequent years of the scheme's operation. The Financial Planning Association of Australia has welcomed the CSLR but remains cautious on its scope. "A CSLR promotes trust amongst consumers in ...

Future Fund adds to ESG leadership

RACHEL ALEMBAKIS  |  FRIDAY, 9 SEP 2022
... communications to shareholders and other stakeholders, and issues including executive remuneration, diversity, succession planning, board skills matrixes, data security, and the value of non-financial performance. In 2013, Halliday explained from her ...

Challenger offers new fixed term annuity

CASSANDRA BALDINI  |  THURSDAY, 8 SEP 2022
... performance of the share market. It added that investors can expect regular, guaranteed annual payments as well as cover estate planning by nominating beneficiaries. Challenger's chief customer officer Stuart Kingham said the offering is potentially ...