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Showing 391 - 400 of 11036 results for "Planning"

Australian women most likely to retire early

ELIZA BAVIN  |  TUESDAY, 7 OCT 2025
A fifth of women globally are planning to leave the workforce before retirement age, with the problem most prevalent in Australia, according to new research from the British Standards Institution. The research found early departure was most prevalent ...

Prime Super recruits product veteran

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... Throughout her career, she held senior leadership roles at Active Super, AMP, Aon Hewitt and Finance Connect Financial Planning. During her eight years with Active Super, Tkalec oversaw the fund's product suite, ensuring offerings remained competitive ...

Aware Super launches digital advice tool for retirees

ELIZA BAVIN  |  THURSDAY, 2 OCT 2025
Aware Super has launched a new digital advice solution to help members with retirement planning. The tool, named Retirement Manager, was designed in conjunction with Bravura Solutions. Aware Super said members can use the tool to determine how much ...

Vast majority of advised Australians "tangibly" better off: FAAA

RIDDHIMA TALWANI  |  THURSDAY, 2 OCT 2025
A survey by the Financial Advice Association Australia (FAAA) found Australians with a financial adviser are more confident in their perceived quality of life. According to the FAAA's 2025 Value of Advice Index, 93% of advised Australians say they are ...

Macquarie Wrap removes dozens of funds

JAMIE WILLIAMSON  |  WEDNESDAY, 1 OCT 2025
... publicly stated around 60 investment options will be removed. However, reporting by the AFR suggests the wealth giant is planning to cut hundreds of options. Among those cut are five Platinum funds, multiple Pengana offerings, and the La Trobe Private ...

Lorica Partners, Multiforte Financial Services merge

RIDDHIMA TALWANI  |  WEDNESDAY, 1 OCT 2025
Financial advice firm Lorica Partners is merging with Multiforte Financial Services, uniting the two companies under the Lorica Partners brand. Multiforte's clients will continue working with existing advisers for the next 12 months, as the staff ...

CSLR publishes paid claims details

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
... recourse. Anne Street Partners, Nextgen Financial Group, Dover Financial Advisers, Spectrum Wealth, Libertas Financial Planning, and Brite Advisors are also on the list of advice groups where claims against them have been paid. In July, the CSLR revised ...

Australia, UK regulators exchange insights

MATTHEW WAI  |  FRIDAY, 26 SEP 2025
... on topics such as fund labels for sustainable investment products, climate-related financial disclosures, transition planning, and the opportunities presented by enhanced data in financial services. There will be an ongoing discussion on approaches to ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... we managed to get the annual cost of doing the financial plan from [between] 10 and 20 days using the whole financial planning process down to two, three to four hours." In the UK, that translated to breaking the GBP500 barrier. "I think that's what ...

Retirees should put 80% of balance into annuities: Grattan

RIDDHIMA TALWANI  |  THURSDAY, 25 SEP 2025
... advice offered by super funds. "Super funds have a growing and important role in helping their members navigate retirement planning. But retirement guidance from a super fund runs the risk of being conflicted, many people won't trust it," Grattan Institute ...