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Showing 2411 - 2420 of 18263 results for "Plan"

Retirement no longer back of mind: Equip

ANDREW MCKEAN  |  FRIDAY, 25 NOV 2022
Australians are beginning to invest more in their super and well ahead of their retirement, according to an Equipsuper survey. Equipsuper surveyed more than 2000 Australians and found 46% of have made voluntary contributions to top up their super over ...

FS Sustainability sets out to find ESG Power50

STAFF WRITER  |  FRIDAY, 25 NOV 2022
FS Sustainability is launching the inaugural ESG Power50, a list comprising the 50 most influential ESG professionals working at ASX-listed companies in Australia. For the first time, readers of FS Sustainability along with FS Super - The Journal of ...

Advising through disability implications

CASSANDRA BALDINI  |  THURSDAY, 24 NOV 2022
There are multiple complexities around providing advice and the impacts of disability, with planners sandwiched between highly anxious clients and tough systems. Speaking at the FPA Congress, Health & Finance Integrated chief executive William Johns ...

Chuck out Chapter 7: Broome

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
Ex-FPA chair Marisa Broome believes that when it comes to regulation for advisers, Chapter 7 of the Corporations Act is not fit for purpose. Addressing the crowd at the FPA Congress 2022, Broome said that for 90% of what she does as a planner, she doesn't ...

AFA, FPA merger in best interests

CASSANDRA BALDINI, CHLOE WALKER  |  THURSDAY, 24 NOV 2022
In offering an update on the proposed merger with the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) chair David Sharpe said he is hoping to have the full support of members and, despite speculation, a new ...

Financial planning avatars are the future

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
Alongside a panel of experts at the FPA 2022 Congress held in Sydney, FPA chief executive Sarah Abood was asked what she expects the advice sector to look like in 2023, and her answer involved the metaverse. "I'm an optimist when it comes to technology ...

The game changing trends planners should know about

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... client perspective, and particularly the investment standpoint, consider the fact that 83% of them either have already or plan to adjust their investments to be far more sustainable, McQueen said. "The whole issue of sustainability is a core value for ...

ETP naming conventions updated

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2022
Following consultation, ASIC has updated naming conventions for exchange-traded products, dividing them into two levels of labelling. The regulator has updated Information Sheet 230 Exchange-traded products: Admission guidelines, splitting naming conventions ...

Barings establishes APAC real estate debt operations

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2022
Barings Real Estate Debt is now in Asia Pacific, with three new loans and plans for more. Barings has agreed a combined $259.3 million in loans in Australia, including $162.5 million to fund the construction of two purpose-built student accommodation ...

No big surprises, Levy promises

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
Fronting the FPA Professionals Congress, Quality of Advice Review chair Michelle Levy confirmed there will be no big surprises in her final proposals, due December 16. Appearing alongside FPA chief executive Sarah Abood, Levy explained she has been ...