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Showing 371 - 380 of 10925 results for "Planning"

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA  |  MONDAY, 23 JUN 2025
The Australian Financial Complaints Authority (AFCA) is urging financial advisers to gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs. Even if SMSF trustees have extensive investment experience ...

Australia progresses climate transition disclosures, planning

KARREN VERGARA  |  FRIDAY, 20 JUN 2025
Australia is showing progress with disclosing and adopting its clean energy transition initiatives as investors' demand for credible emissions reduction strategies grows, a study from MSCI shows. Among listed Australian companies analysed in the APAC ...

Green moves: Airtrunk, JPMorgan, T. Rowe Price

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... international climate finance negotiations and spearheaded the development of the nation's mitigation targets, resilience planning, and energy innovation initiatives. She served in the Singapore Foreign Service as a diplomat in Beijing, overseeing ...

ART overhaul sees senior portfolio managers exit

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... set to leave ART as the country's second-largest superannuation fund moves to disband its investment resilience and planning division, of which he was a part. Ozer's boss, Jody Fitzgerald, who joined ART over a year ago as head of investment ...

‍Padua recruits tech professional

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... regulation at the Australian Retail Credit Association and held senior roles at AMP, Asteron Life, Zurich, and the Financial Planning Association. He reports to Padua's head of data, research and technical advice Rudy Haddad who called the appointment ...

Increased local, international demand drives practice valuations

MATTHEW WAI  |  WEDNESDAY, 18 JUN 2025
The price multiples for financial planning practices have risen as much as 30% in the past 12 months, analysis shows. According to the annual Radar Results Price Guide, there has been a notable increase in price multiples for practices, rising between ...

Firms rebuffing AFCA determinations should be named: FAAA, professional bodies

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have ...

Royal London Asset Management plants flag in Australia

ANDREW MCKEAN  |  MONDAY, 16 JUN 2025
... help shape the local strategy, represent the firm at industry events and forums, and contribute to long-term business planning. Royal London Asset Management said it's executing a multi-year growth plan by broadening its investment proposition and expanding ...

Super tax requires a 'holistic' review: ASA

MATTHEW WAI  |  FRIDAY, 13 JUN 2025
... affecting a small portion of high-balance accounts, the tax raises "broader concerns". "It risks undermining long-term planning, reducing fairness in the system, and affecting more Australians over time than initially anticipated," Waterhouse said. "Existing ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... surveyed 600 HNW individuals across Europe, Asia Pacific, and the US to explore the use of inheritances and succession planning. The research highlights that inherited money often sits dormant or underutilised. On average, only 22% of inherited capital ...