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Showing 251 - 260 of 10920 results for "Planning"

GSFM bolsters Queensland presence

ELIZABETH FRY  |  THURSDAY, 30 OCT 2025
... business, Ben Williams. She will oversee panel management, client retention, platform and product distribution, strategic planning and execution, as well as sales analytics and reporting, supporting the business and its fund manager partners. Batiste ...

FAAA names new board members

KARREN VERGARA  |  THURSDAY, 30 OCT 2025
The Financial Advice Association of Australia (FAAA) appointed three members to its board who will serve a term of three years. Viridian Financial Group joint chief executive Glenn Calder and Marshan Consulting managing director Ben Marshan join as ...

Rest launches new retirement tools to increase advice appetite

MATTHEW WAI  |  THURSDAY, 30 OCT 2025
... the fund confirmed. Rest chief member officer Simone Van Veen said the tool will help guide its members in retirement planning. "This new digital journey is all about putting the unique needs of our diverse membership first - offering tailored guidance ...

One in three Aussies face 10-year retirement savings gap: Fidelity

RIDDHIMA TALWANI  |  THURSDAY, 30 OCT 2025
... pre-retirees, who are concerned about whether their savings will allow them to retire at their desired age. With the right planning, longer lives can be a positive reality, but it requires a new mindset and earlier action to ensure financial security," ...

Canadian pension giant sued over alleged climate failures

JAMIE WILLIAMSON  |  TUESDAY, 28 OCT 2025
... fossil fuels held via its nearly $30 billion in corporate bond investments. "... CPP Investments could expose Canadians planning to retire after 2050 to dramatically reduced retirement benefits, the need for substantially higher contribution rates, or ...

Kenya to establish sovereign wealth fund

JAMIE WILLIAMSON  |  TUESDAY, 28 OCT 2025
Kenya is planning to roll out its first sovereign wealth fund as it looks to safeguard its income derived from oil, gas and minerals mining. The Kenya Sovereign Wealth Fund is designed to provide a buffer from fluctuations in resource revenues or macro-economic ...

Clime rebuffs media allegations

KARREN VERGARA  |  TUESDAY, 28 OCT 2025
Clime Investment Management has issued an ASX statement in response to a media report. Refer to the ASX statement here. An earlier version of this news article dated 28 October 2025 was removed due to factual inaccuracies. We apologise for the error ...

Actuaries Institute makes proposal to close advice gap

ELIZA BAVIN  |  TUESDAY, 28 OCT 2025
... regulation tends to treat all advice as equally complex, failing to distinguish between simple guidance and comprehensive planning," the paper said. "Many consumers require support varying from 'help' to 'guidance' to different levels of 'advice' complexity-each ...

Court blocks Merhi from financial services

KARREN VERGARA  |  TUESDAY, 28 OCT 2025
Venture Egg financial adviser Ferras Merhi has been banned from working in financial services after ASIC successfully obtained interim restraining orders from the Federal Court. Yesterday, Justice Moshinsky restrained Merhi "through his servants, agents ...

M&A makes rebound, creating higher-value deals: Deloitte

MATTHEW WAI  |  MONDAY, 27 OCT 2025
... drive M&A activity, but with a focus on capabilities rather than just scale. The firm also highlighted the preliminary planning of integration will be necessary, provided that the costs for technology and data migration are the "biggest execution risks" ...