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Showing 2561 - 2570 of 18263 results for "Plan"

HNWs shunning professional advice: Research

CHLOE WALKER  |  TUESDAY, 20 SEP 2022
When it comes to financial planning, a growing number of high-net-worth (HNW) individuals are opting to DIY, according to new research collated by Investment Trends and sponsored by Praemium. The research, which involved polling 7500 investors, found ...

North adds Cboe access to platform

CHLOE WALKER  |  MONDAY, 19 SEP 2022
... exchange offering unique Cboe funds locally to their customers." "Partnership with reputable firms like North is part of our plan to transform the Australian investment market by facilitating broader access to the market leading funds available on Cboe ...

Ethereum merge: What it means for crypto

ANDREW MCKEAN  |  FRIDAY, 16 SEP 2022
Ethereum's long-awaited merge has been finalised, the US$180 billion cryptocurrency's upgrade to a proof-of-stake mechanism slashing its energy consumption by 99.95%. Explaining the merge, Labrys founder and chief executive Lachlan Feeney said: "The ...

ETFs, smart beta grow in popularity

CASSANDRA BALDINI  |  FRIDAY, 16 SEP 2022
Financial advisers continue to be engaged with ETF strategies, with 88% using them to boost client portfolios in Australia this year. The annual VanEck Australian Smart Beta Survey collected data from 650 Australian financial advisers and brokers; the ...

FPA Congress a chance to 'reunite, reset'

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
As its first in-person conference in three years, a 'Reunite, Resest' theme will underpin the Financial Planning Association of Australia's (FPA) Professionals Congress later this year. Held in Sydney on November 23-24, the Congress will host a range ...

UniSuper caps future investment in fossil fuels

RACHEL ALEMBAKIS  |  FRIDAY, 16 SEP 2022
... extensive engagement, in August 2022, CSL announced emissions reduction targets and we look forward to seeing a detailed plan as to how it will achieve them," UniSuper said. "The greatest impact we have is by owning shares in companies - this gives us ...

Adviser losses now baked in: Rainmaker

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
New analysis of financial adviser numbers speculates as to how big the industry might be in 20 years' time, presenting a range of scenarios - including a world in which there might be no advisers left. Adviser numbers hit their peak in 2019 at 26,500 ...

2022 is the hardest year to retire: Report

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
According to new data, this year could be the most challenging in recent history to retire. Natixis IM shared its annual NIM Global Retirement Index (GRI) data and report named Danger Zone and said market downfall, low rates and inflation are taking ...

Ex-Synchron boss appointed head of Libertas

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
Former Synchron general manager Phil Osborne has been appointed to head up Sequoia Financial Group's licensee, Libertas Financial Planning. Osborne, who resigned from Synchron in June after just five months, will support the ongoing development of advisers ...

Mind the managed accounts roadblocks: MLC

ANDREW MCKEAN  |  WEDNESDAY, 14 SEP 2022
In opening the Financial Standard Managed Accounts Forum, MLC head of investment consulting (managed accounts) Brent Bevan explained the greatest roadblocks that stop the creation, adoption, or rollout of managed account programs. Addressing how there ...