Search Results | Showing 391 - 400 of 18232 results for "Plan" |
| | | The challenges around risk advice have forced many advisers to abandon the sector. With greater complexity and a dwindling number of specialists, experts fear the risk market may cease to exist, the FAAA Congress 2025 has heard. There are currently ... |
| | | | A recent study by Praemium and CoreData indicated trusted expertise and human connection are paramount concerns among high-net-worth (HNW) investors. Despite the rise of AI solutions and digital tools, the study indicated 36% of HNW investors rank trust ... |
| | | | One of the world's largest pension funds is shifting to a total portfolio approach (TPA), saying it will improve transparency and provide flexibility to capitalise on opportunities. Following a board vote, the California Public Employees' Retirement ... |
| | | | Financial advisers need to tackle inherent behavioural bias in members and build simpler frameworks to improve retirement outcomes, according to research by Industry Fund Services (IFS). The whitepaper, published in collaboration with Challenger, identified ... |
| | | | Almost a week after ASIC decided to take the research house to court over 'favourable' ratings of the Shield Master Fund, SQM Research has confirmed it will defend itself against the allegations. In a statement overnight, SQM Research managing director ... |
| | | | The Compensation Scheme of Last Resort (CSLR) is estimating the sub-sector levy to be payable by the financial advice industry in FY27 will be $126.9 million - but that doesn't account for First Guardian and Shield. In total, the initial estimate ... |
| | | | ... a "soft closure" status. Furthermore, Macquarie Investment Management (MIML), as trustee of the Macquarie Superannuation Plan, yesterday revised its list of options that will terminate in March 2026. As at October 24, Macquarie announced it would cull ... |
| | | | ... Constant said. "To set everyone's mind at ease... we're going to be transparent, accountable, consistent. We have said, here's a plan. We're going to approach this with some rigour. "We're listening to industry. We've got a pilot for how we're going ... |
| | | | Although agentic artificial intelligence (AI) is still nascent across financial services globally, its adoption will be crucial in achieving growth, a new report indicates. According to Capgemini's World Cloud Report - Financial Services 2026 report ... |
| | | | JANA Investment Advisers has elevated six senior leaders, deepening its bench across investment consulting, research and operations. The promotions come after the recent appointments of the firm's new heads of sustainability, infrastructure and ... |
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