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Showing 1741 - 1750 of 10929 results for "Planning"

BT Practice Principals' Community goes independent

ELIZABETH MCARTHUR  |  TUESDAY, 16 NOV 2021
Former BT executive Kon Costas has spun out the institution's self-licensee offering, launching his own business. Now known as the Principals' Community, Costas has formed it as an independent and dedicated self-licensed offer with the objective ...

Demand for niche advice firms increases

KARREN VERGARA  |  TUESDAY, 16 NOV 2021
... could be a plain vanilla-type AFSL with the standard authorisations such as superannuation, risk insurance and financial planning advice, or they may have the ability to trade in options and derivatives, making them worth four times more, Radar Results ...

Vanguard launches automated investing solution

KARREN VERGARA  |  MONDAY, 15 NOV 2021
... than a third of Vanguard's UK customers on the platform use the Auto Invest feature. In April, UK personal financial planning customers saw their fees reduce to three times less than what the industry charges on average to a flat rate of 0.79%. "We ...

£450bn in inflation-linked UK DB liabilities unmatched

ELIZABETH MCARTHUR  |  FRIDAY, 12 NOV 2021
... risk that higher levels of inflation may persist in the longer term." However, he went on to say that with so many funds planning to hedge inflation they might find it difficult to do so without looking to an alternative asset class.

Active Super adds board director

JAMIE WILLIAMSON  |  THURSDAY, 11 NOV 2021
... background as a chief executive, Dom's strengths lay in his finance and operational experience, strategy and business planning skills, and his understanding of conflict and crisis management," he said. "Dom also made a tremendous contribution during ...

Government advances adviser levy drop

KARREN VERGARA  |  THURSDAY, 11 NOV 2021
The federal government is forging ahead with slashing the financial adviser levy by more than a third for those that provide retail advice. Corporate watchdog ASIC today updated its 2020-21 Cost Recovery Implementation Statement, which lays out how ...

The search for income outside defensive assets

ANNABELLE DICKSON  |  THURSDAY, 11 NOV 2021
The eighth wonder of the world, compound interest, has been diminished and retirees must look elsewhere in their search for yield. Speaking at the Financial Standard Best Practice Forum on Retirement Income, Fidelity International cross asset investment ...

BT closes self-licensee business

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
BT will shutter its Practice Principals' Community (formerly known as BT Select or BT Open), with the head of the offering to depart BT to start an independent service for self-licensed practices. Kon Costas, who has been with BT for a decade and ...

Test-induced movement marginal: Data

JAMIE WILLIAMSON  |  WEDNESDAY, 10 NOV 2021
... with Equip, LUCRF Super has committed to merging with AustralianSuper and VISSF is merging with Aware Super. ACSRF was planning a merger with NGS but those discussions broke down, as did plans for EISS Super to merge with TWUSUPER. Maritime Super also ...

ASIC issues warning to finfluencer sponsors

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
Corporate regulator ASIC is warning corporations that pay finfluencers to advertise products and services about potential breaches of financial advice laws. ASIC commissioner Cathie Armour said some listed companies are flocking to finfluencers for ...