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Showing 3261 - 3270 of 18263 results for "Plan"

Economic recap: Week to October 8

BENJAMIN ONG  |  MONDAY, 11 OCT 2021
Combine economic stagnation and rising inflation and what do we get? We get stagflation -- the financial markets' fear du'jour. It had been nearly half a century ago when the global economy have had its last encounter with stagflation. he first ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
In a bid to expand nationally, Fiducian has helped one of its practices acquire clients with $38 million in funds under advice. Fiducian said it assisted the unnamed practice based in the Albury/Wodonga area by providing support services worth $360,000. ...

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
Knowing more about financial issues related to ageing will ensure success for financial advisers in the years to come, according to more than half of all CFP professionals. The Financial Planning Standards Board recently surveyed 4250 certified financial ...

Employers unaware of YFYS, stapling: Study

ELIZABETH MCARTHUR  |  THURSDAY, 7 OCT 2021
... member's sense of retirement empowerment. For members with recent fund contact, 26% disagreed their fund empowered them to plan and prepare for retirement, compared to 40% for members without recent contact. Looking at what prompted fund contact in the ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
A Brisbane-based financial advice firm is the latest to join the Focus Financial Partners global network. MISSO Wealth Management is a self-licensed advice firm catering to high and ultra-high-net-worth clients. After signing a definitive agreement ...

PFAN appoints chair, deputy

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
The Pro Bono Financial Advice Network (PFAN) named its latest chair and deputy chair as it moves to its next phase of purpose. Nicola Beswick has been appointed as chair while Natalie Kleibert will take on the role of deputy chair. Both will oversee ...

Industry calls for expanded CSLR

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
Professional associations and consumer groups have banded together to lobby for a stronger compensation scheme of last resort ahead of its expected legislation in the coming weeks. The Financial Planning Association of Australia, Association of Financial ...

Family office makes crypto play

ELIZABETH MCARTHUR  |  WEDNESDAY, 6 OCT 2021
The Smorgon family office has taken a stake in a cryptocurrency investment platform. The Victor Smorgon Group (VSG) has taken an equity stake in crypto asset investment platform Zerocap. Zerocap has plans to be a significant full service advisory and ...

Challenger adds market-linked annuity

ANNABELLE DICKSON  |  TUESDAY, 5 OCT 2021
Challenger Life has updated its annuities offering with a range of market-linked options in an attempt to overcome longevity risk and provide financial advisers with more retirement solutions. Ahead of the legislation of the Retirement Income Covenant ...

Industry fund appoints chief investment officer

JAMIE WILLIAMSON  |  TUESDAY, 5 OCT 2021
A $30 billion superannuation fund will welcome a new chief investment officer next month, nabbing another industry fund's deputy investments lead. Hostplus' Andrew Howard is set to take on the top investments job at Equip and Catholic Super, effective ...