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Showing 1601 - 1610 of 10929 results for "Planning"

Advisers call out regulation backflip

KARREN VERGARA  |  FRIDAY, 4 MAR 2022
Financial advisers are calling out the federal government's regulatory backflip, which floated the idea that the industry can operate under a principles-based regime. Synchron general manager of compliance Phil Osborne said the proposed framework put ...

New deputy chief at First Sentier

KARREN VERGARA  |  FRIDAY, 4 MAR 2022
... parent company Mitsubishi UFJ Trust and Banking Corporation (The Trust Bank), working across corporate finance, strategy planning for asset management and investor services, and project management roles. He replaces incumbent Yutaka Kawakami, who returns ...

EQT buys Stockland Retirement Living for $987m

CHLOE WALKER  |  THURSDAY, 3 MAR 2022
... will acquire Stockland's portfolio of 58 established Retirement Living villages, 10 development projects underway and in planning, along with the associated management platform. "I am delighted that we have found a strong Retirement Living owner and ...

Advisers cautious of election promises

KARREN VERGARA  |  THURSDAY, 3 MAR 2022
The federal government must be held accountable for making sweeping promises around reducing compliance and qualification red tape, a financial advice industry event has heard. The minister for superannuation, financial services, and digital economy ...

Women's life choices constrained by money stress: Fidelity

ELIZABETH MCARTHUR  |  THURSDAY, 3 MAR 2022
One in three women don't have enough money saved to allow them to make significant life decisions like changing jobs or changing relationship status, according to new research. The research by Fidelity International surveyed more than 2000 adults ...

Hume pledges less red tape for advisers

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
The Liberal Party is promising major changes to the financial advice industry ahead of the federal election, ones that will overhaul compliance, costs, and education standards. Senator Jane Hume promoted the idea of deregulating the advice industry ...

Winner of Gwen Fletcher Memorial Award 2022 announced

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 MAR 2022
The Financial Planning Association of Australia (FPA) has congratulated the first winner of the Gwen Fletcher Memorial Award for 2022. Melbourne-based senior advice compliance analyst Danica Lozada of Industry Fund Services has taken home the award. ...

FPA pushes for advice law simplification

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
... Heavy-handed regulations puts financial advisers at significant risk of breaching the law, according to the Financial Planning Association of Australia, which is urging the government to strip out layers of complexity in the latest round of reforms. ...

ASIC consults on FSCP sittings

KARREN VERGARA  |  TUESDAY, 1 MAR 2022
ASIC is seeking feedback on how and when the Financial Services and Credit Panel should convene when addressing financial adviser misconduct. Under the newly released Consultation Paper 359 Update to RG 263 Financial Services and Credit Panel, the corporate ...

Implemented Portfolios launches ESG models

CHLOE WALKER  |  TUESDAY, 1 MAR 2022
To meet increasing client demand for values aligned investing, Implemented Portfolios has released a new range of ESG model portfolios for advisers and investors alike. The ESG Aware Model Portfolios are a suite of investment options comprising ETFs ...