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Showing 2341 - 2350 of 18263 results for "Plan"

Treasury working on QAR, super tax concessions

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
A Treasury spokesperson has indicated when industry can expect the release of the Quality of Advice Review (QAR) final report, while also confirming the government has not scrapped super tax concessions. A spokesperson for minister for financial services ...

Pre-retirees want, need financial advice: Fidelity

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... and what that means for advice practices, portfolio construction frameworks and investment decisions." He said an effective plan will help pre-retirees envisage an optimistic future and provide action steps to improve the probability of achieving it. ...

Natixis APAC lead takes bigger role

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JAN 2023
The head of Asia Pacific for Natixis Investment Managers is being promoted to a new position. From March, Fabrice Chemouny will serve as head of international distribution. In this role he will oversee the distribution activities of EMEA, APAC and Latin ...

Bravura restructures operating model, makes new appointments

ANDREW MCKEAN  |  WEDNESDAY, 18 JAN 2023
Bravura's executive team has instituted an organisational change program to reconfigure its operating model, shifting some leadership roles. The program, led by Bravura chief executive Libby Roy, will focus on establishing a product framework that supports ...

AZ NGA appoints chief financial officer

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
AZ Next Generation Advisory (AZ NGA) has appointed Dan Heckendorf as its new chief financial officer as it plans its next growth phase. Heckendorf, who will report to AZ NGA chief executive Paul Barrett, joined in October as interim chief financial ...

We're doing a huge amount: Aware Super

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
Aware Super chief executive Deanne Stewart says the fund is making a significant investment in its financial advice capabilities, regardless of what comes out of the Quality of Advice Review. Speaking to Financial Standard, Stewart pointed out that ...

73% of chief executives predict global economic decline: PwC

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... reported reducing operating costs, while 51% reported raising prices. However, 60% of chief executives said they don't plan to reduce the size of their workforce in the next 12 months. PwC global chair Bob Moritz commented: "A volatile economy, decades-high ...

HUB24 inflows slow amid challenging market dynamics

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... corresponding period. Meanwhile, the ASX200 price index over the 12-month period to 31 December 2022 was -5.5%. According to Plan for Life data, HUB24 was ranked first for quarterly net inflows and second for annual net inflows. The funds platform's ...

Top 10 issues for super funds in 2023: KPMG

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... new regulations, such as the superannuation transfer planning (STP) and recovery and exit planning, require funds to have a plan in place for transferring members and exiting the market in case of a merger or failure of performance test. Super funds ...

Pensioner work bonus top of mind for advisers

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
Social security measures relating to the Age Pension are among the most popular regulatory topics for Australian financial advisers, based on the questions they're asking BT's technical team. According to BT, the $4000 increase to the work bonus for ...