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Showing 1 - 10 of 126 results for "Budgeting"

Family office succession takes back seat to investments

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
... lifestyle services, comprising 40% of total staff numbers. Many employ formal financial performance measurement and annual budgeting processes. Specialist areas like legal services, tax planning, and cybersecurity are commonly outsourced. UBS found ...

Future Fund executive departs after 10 years

ELIZA BAVIN  |  WEDNESDAY, 13 MAY 2026
... technology and data programs rarely get the same treatment. Instead, they inherit procurement frameworks, project governance, budgeting cycles, business case templates - tools designed for a different purpose. Yet technology, data and AI are now core ...

Australians like AI, reluctant to trust it on financial decisions: Survey

RIDDHIMA TALWANI  |  WEDNESDAY, 11 MAR 2026
... of a qualified financial adviser. While 42% of Australians are comfortable using AI for everyday activities such as budgeting, product comparisons or tracking spending, only 38% use AI for management of everyday accounts and payments. The support drops ...

ART taps ex-HESTA manager for opportunistic role

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
... big part of the appeal for me." Sommers spent four years with HESTA managing the strategic asset allocation and risk budgeting process. He was also a member of the investment leadership team. Most recently, Michael worked at Redholme Advisory, a consultancy ...

Retirement lifestyle costs continue to rise: ASFA

MATTHEW WAI  |  THURSDAY, 11 SEP 2025
... couples $58 per week at the comfortable level and $45 at the modest level, which were updated this quarter to include budgeting for smartphones and nbn plans, ASFA said. ASFA chief executive Mary Delahunty said the latest data reflects that retirees ...

ASIC funding levy to charge advisers $46.2m

KARREN VERGARA  |  FRIDAY, 4 JUL 2025
... personal advice to wholesale clients only, in which there are 1991, will pay $16 million and pay a flat levy of $825. In budgeting the $39.3 billion FY25 levy, ASIC expects to allocate $17.2 million on enforcement activity and $5.6 million on supervision ...

Northern Trust survey reveals what's testing asset owners

ANDREW MCKEAN  |  MONDAY, 14 APR 2025
... management" to assess potential vulnerabilities, with liquidity risk being cited as the most important. Regulatory risks, risk budgeting and management, and operational risks followed, indicating a "heightened awareness" of compliance requirements and ...

Pendal's Blayney lands at HESTA

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... of Michael Sommers who left two months ago after a three-year stint managing the strategic asset allocation and risk budgeting process. As for the second recruit, Catherall will report to senior technology and digital strategist Peter Lawrence. With ...

HESTA hunts for portfolio construction and risk specialist

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... course," HESTA said Joining in January 2021, Sommers was responsible for managing the strategic asset allocation and risk budgeting process reporting to Stephanie Weston, head of portfolio design. He was also a member of the investment leadership team ...

Netwealth FUA soars, names new chief financial officer

ELIZA BAVIN  |  THURSDAY, 10 OCT 2024
... free and paid subscription service which includes financial education, stock market and economic news, and personal budgeting tools. Netwealth said it will work with the Flux team to extend the reach of Netwealth products and services to advisers and ...
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