Search Results | Showing 191 - 200 of 10917 results for "Planning" |
| | | Some 68% of candidates who sat the November sitting of the financial adviser exam passed, ASIC's results show. A total of 308 candidates undertook the exam, with 208 passing with flying colours. About three-quarters (75.6%) sat the exam for the first ... |
| | | | ... take better action for retirement. This is because preparedness takes time, with those who felt prepared having started planning 6.6 years ago. They now hold an average super balance of $438,000, compared to $177,000 for those that feel unprepared and ... |
| | | | The Australian Custodial Services Association (ASCA) has released a white paper examining the changing role and expectations of custodians within the financial services ecosystem. The New Custodian: Platform, Pioneer, Partner is informed by senior ACSA ... |
| | | | ... distributed and, when distributed through advisers, test the quality of their advice." Kirkland said the regulator was also planning to look at fees, margin structures and conflicts of interest in the management of wholesale private credit funds, with ... |
| | | | The Shield Master Fund (SMF) is expected to make a distribution to victims by selling a large portion of its listed equities portfolio, according to liquidators Alvarez & Marsal. Keystone Asset Management, which is the responsible entity for the Shield ... |
| | | | ... year. The trend is exacerbated by a volatile macro backdrop, as Australians are seeking several resources for retirement planning, including advice from super funds, which continue to be the "most relied-upon" channel, used by 54%. Additionally, many ... |
| | | | Advice platform AZ Next Generation Advisory (AZ NGA) has partnered with Sydney Financial Planning to grow the firm's presence. Through this collaboration, AZ NGA will expand its reach in the eastern suburbs, where Sydney Financial Planning bases its ... |
| | | | Just one month out from the qualification deadline, some 2326 financial advisers are still yet to meet the standard, says ASIC. As at November 20, there were 15,469 relevant providers listed on the Financial Advisers Register. Of these, 7959 hold an ... |
| | | | ... financial wellbeing. They also have more unmet advice needs, particularly in areas such as growing superannuation, retirement planning, and managing debt," Cappe said. Of the 7549 survey participants, Investment Trends calculated that practices have ... |
| | | | ... investors." Young said Capital Haus shares Baker Young's philosophy, making it an easy decision to join the group. "We are planning for the long term - for our clients, our team and our brand. Becoming part of the Capital Haus Group means our legacy ... |
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