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Showing 1691 - 1700 of 10929 results for "Planning"

ASIC bolsters leadership

JAMIE WILLIAMSON  |  TUESDAY, 14 DEC 2021
... unclaimed monies. Meanwhile, Nicole Collins has been appointed chief people officer. She is responsible for workforce planning, talent acquisition, organisational development, leadership and learning, health, safety and wellbeing, workplace relations ...

PIMCO revives local LIT plans

JAMIE WILLIAMSON  |  TUESDAY, 14 DEC 2021
After almost two years of delay, PIMCO is planning to launch its first Australian listed investment trust in March next year. PIMCO, which has been managing listed funds globally for about 25 years, said the new offering will seek to address Australian ...

Aussies less confident about retirement age

KARREN VERGARA  |  TUESDAY, 14 DEC 2021
... drawdown rates at retirement. Almost one-third rely on their super fund to help them make retirement contribution and planning decisions, 30% turn to a family member, while only 29% receive professional advice. Just over half of advised people selected ...

AIOFP blasts 'elitist' young advisers

ELIZABETH MCARTHUR  |  MONDAY, 13 DEC 2021
The Association of Independently Owned Financial Professionals (AIOFP) has criticised 'elitist young financial advisers' for opposing Labor's suggestion older financial advisers shouldn't have to complete a university degree. Last week at the AIOFP's ...

More advisers fail FASEA exam

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
Only half of the financial advisers who sat the November exam passed, making this the lowest pass rate on record. Fifty-two percent of the 2129 advisers who sat the Financial Adviser Standards and Ethics Authority exam were successful. The pass rate ...

Labor promises to recognise adviser experience

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
... out that working in markets is different from being a financial planner, which means the educational focus on financial planning degrees excludes much-needed expertise. "In stockbroking, there are advisers with medical degrees who are experts on health ...

Number one challenge for advice firms revealed

ELIZABETH MCARTHUR  |  FRIDAY, 10 DEC 2021
Dimensional Fund Advisors' global survey of financial advice firms has found one challenge for Australian advisers stands out above all else. Coming as no surprise to those in the industry, the issue advice firms are grappling with most is compliance. ...

IOOF completes platform overhaul

KARREN VERGARA  |  THURSDAY, 9 DEC 2021
The integration of IOOF's legacy superannuation and investments platform has now finalised. Proprietary platform Evolve currently houses more than 55,000 clients and $17.5 billion in funds under management. In total, Evolve has about 275,000 adviser ...

FPA names new chief executive

KARREN VERGARA  |  THURSDAY, 9 DEC 2021
The Financial Planning Association of Australia announced who will take over Dante De Gori as chief executive. Sarah Abood takes the post in mid-January 2022, leaving behind her role as chief operating officer of HOPE Housing Funds Management, a not-for-profit ...

Financial Advice Hub goes live

KARREN VERGARA  |  WEDNESDAY, 8 DEC 2021
The one-stop shop for regulatory information for financial advisers launched on December 7. ASIC unveiled the new webpage following feedback from the industry that its resources were hard to find. The hub now consolidates ASIC's existing regulatory ...