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Showing 1521 - 1530 of 4432 results for "The Future"

Clime launches new income fund

KANIKA SOOD  |  TUESDAY, 3 DEC 2019
... from Sequoia Investment Specialists, with Bolouri adding that it may look at launching other products with Sequoia in the future. Clime chief executive Rod Bristow said the fund manager had not set a minimum raise. "We haven't done this sort of product ...

New tool launches to help FASEA code compliance

ELIZABETH MCARTHUR  |  MONDAY, 2 DEC 2019
... industry needs to do to ensure compliance, so we help licensees and their advisers to confidently and easily transition to the future state (governed by the code)," McHale said. He made it clear that MyNextAdvice is not advocating reduction of effort ...

Planners can prevent financial abuse

ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
... concern parents have when they have a disabled child is their own mortality - how the child will cope and be cared for in the future. "Have empathy and really listen. Educate yourself, make sure you qualify to provide the advice and if you don't then ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
The Certified Financial Planner® Professional of the Year and FPA Professional Practice of the Year have been named at the 2019 FPA Professionals Congress in Melbourne. Presented at the Future2 Celebration at the St Kilda Sea Baths and now in their ...

Tech-powered is empowered: SOAs

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... regulatory barriers to using technology to deliver advice, the Financial Planning Association of Australia is confident the future of your practice is paper-free and prosperous. Earlier this year, the FPA established The Future of the Statement of Advice ...

FPA consults on future of advice, policy initiatives

JAMIE WILLIAMSON  |  WEDNESDAY, 27 NOV 2019
... and the overall health of the sector. The discussion paper comes five years after the FPA's landmark white paper on the future of the profession in 2014 which identified 10 key milestones that required achieving in order to elevate the industry. Of those ...

Superestate eyes property mandates

HARRISON WORLEY  |  WEDNESDAY, 27 NOV 2019
... managing direct residential property mandates for large investors. Superestate chief executive Grant Brits has revealed the future of the firm will lie in its investment management business, rather than its disruptor superannuation product, which aims ...

Perpetual expands risk advisory capabilities

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2019
... investment management, retirement planning, and philanthropy. "For Priority Life, it's also about setting ourselves up for the future and ensuring the financial well-being and needs of our clients are taken care of."

Countdown to FPA Congress

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2019
... but that's having an impact on planners' psyche. "When you're feeling overwhelmed, it's really hard to think about the future. It's hard when you're in survival mode to elevate yourself to think differently so a major part of this conference is about ...

IFM to spend $25bn on Aussie infrastructure

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... funds and their partners protects and grows the retirement savings of members. These investments are an investment in the future value of these assets and will increase the productive capacity of the entire country." The $20 billion over will be spread ...