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Showing 2421 - 2430 of 18263 results for "Plan"

Winners are grinners: FPA awards

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... Alman Partners based in Mackay, QLD. According to the FPA, the judges selected Alman Partners based on its clear succession plan, which involved supporting advisers to becoming partners in the practice, and its continued commitment to diversity. "The ...

The challenge of articulating value of ongoing advice

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
A panel session at the FPA Professionals Congress in Sydney has heard of some of the challenges planners face in articulating the value of ongoing advice arrangements. On the panel was Personal Financial Services principal and founding director Angela ...

Advising an ageing population

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
... 50-plus," he said. Scott commented that heading into later years it's not just about the individual and their savings plan; it's about how they can support a career that creates a feasible saving plan for the long term. "Retirement is changing ...

Affordable housing investments a win-win: ISA

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
A Frontier Advisors report ' Super in the Economy ' commissioned by ISA says that affordable housing's longer-term leases backed by government guarantee and low vacancy rates will deliver stable long-term returns that are resistant against ...

Goldman Sachs charged over ESG failures

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  WEDNESDAY, 23 NOV 2022
... the DOL. This announcement from the DOL reversed two rules issued in 2020 under the Trump administration that constrained plan fiduciaries by warning them against integrating ESG and climate change factors on the grounds that they would not meet fiduciary ...

Never been more optimistic: Abood

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
Despite the uncertainty facing the financial advice sector, Financial Planning Association of Australia chief executive Sarah Abood says she's never felt more optimistic about the future. Welcoming more than 1200 delegates to the 2022 FPA Professionals ...

What to expect at FPA Congress 2022

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
The Financial Planning Association of Australia's (FPA) Professionals Congress is back for the first time in person in three years. Kicking off tomorrow at Sydney's ICC with the theme 'Reunite, Reset', Congress chair Marisa Broome said the event ...

Fortnum launches new adviser support service

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
... to strong to identify opportunities, issues, and critical areas for improvement. Based on a firm's goals and priorities, a plan is put in place with clear actions, responsibilities and timeframes. According to Fortnum's group chief executive and managing ...

Super fund overhauls investment direction

JAMIE WILLIAMSON  |  MONDAY, 21 NOV 2022
... improve member outcomes. It will also introduce a loyalty program to help members save on fees. The fund, which is a sub-plan of the Tidswell Master Trust and also operates Student Super, is closing its Cash investment option. This is a significant move ...

Industrial property ensures big wins for TelstraSuper

ELIZABETH FRY  |  MONDAY, 21 NOV 2022
TelstraSuper investment chief Graeme Miller says exposure to industrial property delivered bumper returns for the superannuation fund as the boom in online shopping drove up values. The unlisted property sector makes up about 11% of the super fund's ...