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Showing 2081 - 2090 of 18261 results for "Plan"

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
New research reveals that the fear of being pushy or appearing to be "salesy" is deterring financial advisers from proactively expanding their client base and increasing their assets under advice. About 43% of the 158 financial advisers based in the ...

New local lead for Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 12 MAY 2023
... wish him all the very best on his next career journey." Also commenting on his decision, Wickham explained that his only plan so far is to take a break, adding: "I feel very fortunate to have spent such a large part of my career working alongside wonderful ...

Adviser PI premiums up 40%: APRA

JAMIE WILLIAMSON  |  THURSDAY, 11 MAY 2023
The cost of professional indemnity insurance increased at least 40% for financial advisers since 2015, a new report from APRA shows. Reviewing claims trends and affordability of public liability and professional indemnity insurance in Australia, the ...

PwC senior leaders step down over tax scandal

CASSANDRA BALDINI  |  THURSDAY, 11 MAY 2023
Financial advisory managing partner Pete Calleja and chief strategy, risk and reputation officer Sean Gregory have stepped down amid the firm's tax scandal. Calleja and Gregory will remain at PwC but have exited their senior roles and the executive ...

Industry funds' illiquid assets scrutinised

ANDREW MCKEAN  |  THURSDAY, 11 MAY 2023
The Australian superannuation system allows investors to shift between options and funds daily, raising critical questions about liquidity. Despite requirements under SPG530 - Investment Governance, public disclosure on liquidity stress-testing is relatively ...

Class action commenced against IG Markets

JAMIE WILLIAMSON  |  THURSDAY, 11 MAY 2023
Piper Alderman and Omni Bridgeway have filed their class action against IG Markets, representing investors that lost hundreds of millions trading contracts for difference (CFDs). In October 2022, the two firms said they were planning an action against ...

High super balance tax needs work: Podcast

CASSANDRA BALDINI  |  THURSDAY, 11 MAY 2023
In a new podcast, HLB Mann Judd wealth management partner Michael Hutton says the plan to double concessional tax rates on super balances over $3 million has many pain points. Speaking with Financial Standard, Hutton said he is not a fan of the proposal ...

HUB24 strengthens education capabilities

CHLOE WALKER  |  THURSDAY, 11 MAY 2023
In an aim to provide more educational resources for financial advisers, HUB24 has expanded its relationship with HR technology platform Striver. Since 2022, HUB24 has been providing Striver students and graduates with access to education on managed ...

Budget of missed opportunities: Industry

CASSANDRA BALDINI  |  WEDNESDAY, 10 MAY 2023
... consultation. Perhaps the measure that will most impact the financial services industry, the government remained firm in its plan to double the concessional tax rate from 15% to 30% for super balances above $3 million. However, the SMSF Association called ...

Family offices maintain a steady course: Goldman Sachs

CHLOE WALKER  |  WEDNESDAY, 10 MAY 2023
... allocation over the next 12 months," the report stated. "Perhaps surprisingly in this climate, we see that 29% of APAC respondents plan to increase their allocation to China. "This compared with just 16% in the EMEA and 8% in the Americas, though we ...