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Showing 2241 - 2250 of 18263 results for "Plan"

Advice firm launches Sharia-compliant platform

CASSANDRA BALDINI  |  THURSDAY, 2 MAR 2023
A Sydney-based Islamic financial services firm has launched Meezan Invest to improve access to Sharia-compliant portfolios. The low-cost option will remove obstacles to ethical investing while revolutionising the way the Islamic community in Australia ...

UHNWs wealth in decline: Report

CHLOE WALKER  |  THURSDAY, 2 MAR 2023
... funding). Despite the economic uncertainty, four in 10 HNWIs are planning to increase travel overseas, and a similar proportion plan to increase personal expenditure on leisure activities. "Whether due to an ongoing reassessment of lifestyles or continuing ...

Chalmers' promise to end super wars foiled by criticism

ANDREW MCKEAN  |  THURSDAY, 2 MAR 2023
Last month, Treasurer Jim Chalmers pledged to end the super wars, but opposition to proposed super tax changes suggest a resolution is unlikely. Opposition leader Peter Dutton stated that he's "dead against" the government's proposed tax changes ...

Australian dividends surge in 2022: Report

CASSANDRA BALDINI  |  WEDNESDAY, 1 MAR 2023
Australian dividends rose to a new record last year and investors reaped the benefits taking home a collective $97.7 billion in payouts. According to Janus Henderson, the increase was complemented by an 8.4% rise in global dividends which grew strongly ...

The traditional CFO is no more: Study

CHLOE WALKER  |  WEDNESDAY, 1 MAR 2023
... over financial experience. Nearly 40% of chief financial officers are looking for professionals with financial expertise but plan to train them on using big data or AI, and 34% seek those with coding experience. Sage said that three key chief financial ...

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
FYG Planners has launched a new software that helps its financial advisers better manage client relationships. WealthEye CRM, the new customer relationship management solution built on the Dynamics 365 platform, helps financial advisers streamline the ...

FPA and AFA set to merge

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
The two major advice associations will merge to create the Financial Advice Association of Australia as voted by members today. Members of the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) overwhelmingly ...

HESTA investment committee chair to depart

CASSANDRA BALDINI  |  TUESDAY, 28 FEB 2023
... Burgess also helped oversee landmark investment decisions, including the development of HESTA's first Climate Change Transition Plan. "When Mark joined us, we were appointing a new chief investment officer and were embarking on a bold and exciting vision ...

Poor financial literacy worsens underinsurance problem

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
Australia's poor level of financial literacy is potentially making the underinsurance problem worse and puts women further behind, according to MetLife. The life insurer looked at the impact of financial literacy on Australians' financial health ...

Openmarkets secures chief financial officer

CASSANDRA BALDINI  |  TUESDAY, 28 FEB 2023
The fintech has welcomed Hetal Majithia permanently to the role following a four-month contract where she was engaged to deliver interim financial support. Majithia will be responsible for the management of the group's finance function during a period ...