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Showing 2331 - 2340 of 18263 results for "Plan"

Retirees feel the brunt of inflation: Challenger

CHLOE WALKER  |  TUESDAY, 24 JAN 2023
If the current high levels of inflation continue for years rather than months, many retirees could be facing some difficult spending choices, says Challenger. A new report, entitled Innovations to manage inflation risks, highlights the need for financial ...

Dimensional names new chief executive

ELIZABETH FRY  |  MONDAY, 23 JAN 2023
Bhanu Singh has taken over from Glenn Crane as Dimensional Fund Advisors chief executive as part of a long-planned generational change in leadership. Singh, a long-time senior investment professional at the systematic investor, will remain head of Asia ...

Perpetual, Pendal finalise merger

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023
Perpetual has completed its Pendal Group acquisition and confirmed two board appointments. "We are pleased to finalise the transaction that combines two of Australia's oldest and most respected active asset management businesses," Perpetual chair ...

HUB24 launches new ESG ratings

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023
HUB24 has launched additional ESG ratings on its platform, following a collaboration with Morningstar and Responsible Investment Association Australasia (RIAA). The new functionality provides advisers with access to "data-driven insights" and reporting ...

TPB bans PwC partner over breach

CHLOE WALKER  |  MONDAY, 23 JAN 2023
The Tax Practitioners Board (TPB) has barred former PwC head of international tax Peter-John Collins for integrity breaches. The deregistration, which includes a two-year ban on Collins becoming a registered tax practitioner, followed an investigation ...

Sequoia FG revises profit expectations

JAMIE WILLIAMSON  |  MONDAY, 23 JAN 2023
Sequoia Financial Group has updated its profit guidance for the first half, saying several "abnormal items" will negatively impact its bottom line. In November, the group said it was expecting EBITDA in the first half of between $4 million to $5 million. ...

Australians are unprepared for retirement: Fidelity

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... did so earlier than anticipated, mainly due to personal health issues, caring responsibilities, or job loss. Australians plan on reducing work commitments and transition to retirement at 62.5 years of age; they'd like to fully retire at 64.8 years of ...

Sentinel makes BTR debut in Queensland

CHLOE WALKER  |  FRIDAY, 20 JAN 2023
The US based build-to-rent giant has swooped on a 1.4-hectare development site on the Gold Coast. Located in Robina's stadium village precinct, Sentinel Fund Manager Australia, the Australian arm of the US property firm, is set to deliver and manage ...

Mixed outlook for paraplanning: Study

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... paraplanners believe the cost of advice can be attributed to the SoA or paraplanning itself. The survey showed the average plan fee for a standard comprehensive advice document is around $450 to $650 - around 8% to 12% of the cost of advice stated by ...

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... providing product research and strategy modelling options for the financial planner, not to mention producing the full financial plan and ensuring it meets the client's goals, objectives, and financial needs." "Hence, it's vital their skills ...