Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 2141 - 2150 of 18262 results for "Plan"

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
New Morningstar research reveals the underlying reasons why clients dump their financial advisers that are not related to costs or investment performance. The survey of US-based clients found three core reasons why they let go of their advisers. The ...

Rest signs mandate with Palisade Impact Fund

CASSANDRA BALDINI  |  MONDAY, 17 APR 2023
It marks the super fund's first impact investment and signals plans to continue growing the allocation. Rest explained the addition of Palisade Impact is aligned with targets to achieve a 1% allocation to impact investments by 2026. It added the milestone ...

Treasury urged to consider housing in super objective

JAMIE WILLIAMSON  |  FRIDAY, 14 APR 2023
The wording of the government's objective of superannuation should be changed to ensure the aim is to "help Australians have a genuinely successful retirement", a key component of which is home ownership, the Real Estate Institute of Australia (REIA) ...

Long pause likely from RBA: Economist

CASSANDRA BALDINI  |  THURSDAY, 13 APR 2023
... said the Australian economy will likely slow down later this year, however, Bloxham explained that was always part of the plan. "We're certainly expecting that the economy slows down this year and if you think about it, that's actually a necessity. ...

APRA defers CPS 230 introduction

JAMIE WILLIAMSON  |  THURSDAY, 13 APR 2023
APRA is pushing back the implementation of its new operational risk management standard following industry feedback. Prudential Standard CPS 230 Operational Risk Management (CPS 230) was initially intended to take effect 1 January 2024 but will now ...

BT, Striver partner to tackle adviser shortage

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
BT and Striver have launched a program which aims to tackle the financial advice industry's talent shortage, using a tech-based human resources platform and guiding new entrants towards the profession. The program includes more than 20 events across ...

Cut spending and raise taxes, super preservation age: Grattan

JAMIE WILLIAMSON  |  WEDNESDAY, 12 APR 2023
These are just some of the recommendations from Grattan Institute ahead of the federal budget, which also include counting more of the family home in the aged pension assets and residential aged care means tests. With Australia on course for 25 straight ...

Digital advice association in the works

CASSANDRA BALDINI  |  TUESDAY, 11 APR 2023
A new industry association founded by four digital advice providers has been initiated to support the Quality of Advice Review (QAR) proposed reforms and serve as a united voice before government. The founding members and representatives of the body ...

Top rated superannuation products in Australia revealed

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
Rainmaker Information's assessment of superannuation products shows that 56 super funds boast at least one AAA-rated product, down from 66 last year. Rainmaker's AAA Quality Rating evaluates superannuation products on performance, costs, insurance ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
Superannuation funds must prioritise members financial interests, guiding emotionally driven investors towards apt solutions for investment success. Brighter Super head of advice Steven O'Donoghue says that members can be driven by emotions in their ...