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Showing 4541 - 4550 of 18263 results for "Plan"

Challenger launches new retirement tool

HARRISON WORLEY  |  FRIDAY, 15 MAY 2020
... be questioning the confidence they previously had about their financial situation, and reviewing their retirement income plan to understand how long their savings and investments might last. "Integral to our vision to create financial security in retirement ...

ESG investing to remain strong through pandemic

HARRISON WORLEY  |  THURSDAY, 14 MAY 2020
Despite COVID-19 shaking the world to its core, the themes underpinning ESG investing are not about to change, according to a global asset manager. Having destroyed the best laid plans of investors the world over, investment managers are asking how ...

Few funds immune to ERS

ELIZABETH MCARTHUR  |  THURSDAY, 14 MAY 2020
Fears super funds with memberships concentrated in the industries hit hardest by the COVID-19 shutdown would feel the pain of early release more are proving largely unfounded, with funds of all kinds seeing withdrawals. While much speculation surrounded ...

Road to recovery

ELIZA BAVIN  |  THURSDAY, 14 MAY 2020
While it is clear it will take some time for the world to return to what it once was, the focus is now on recovery and what the post-pandemic world will look like. Kyle Loades, chair of the Australian Transformation and Turnaround Association (AusTTA) ...

Technical Services Forum: Testing risk tolerance

ELIZA BAVIN  |  THURSDAY, 14 MAY 2020
... the event of a crisis they would not be prepared to manage financially," he said. "We looked at those clients who have a plan for longevity, and those clients who don't have a plan in place for longevity and it was highly correlated to whether or ...

Practice valuations avoid COVID-19 hit

HARRISON WORLEY  |  THURSDAY, 14 MAY 2020
... struck, he watched the executive band together after the lockdown to reduce salaries and begin rolling out a crisis management plan. Barrett was so impressed, he said, that it became hard to say no to pulling the trigger. "It actually made us as a buyer ...

New fund listing cancelled

ELIZA BAVIN  |  THURSDAY, 14 MAY 2020
A new credit fund has launched but plans to list it on the ASX have been scrapped due to the market volatility as a result of the COVID-19 outbreak. 360 Capital announced the launch of its new Credit Income Fund that will remain unlisted to avoid impacts ...

Mudslinging over FASEA extension continues

HARRISON WORLEY  |  WEDNESDAY, 13 MAY 2020
Labor has slammed the Association of Financial Advisers for spouting untruths over the path of the FASEA extension bill through the Senate. Shadow Assistant Treasurer and Shadow Assistant Minister for Financial Services Stephen Jones told Financial ...

Processes are the problem, not people: Count Financial

ALLY SELBY  |  WEDNESDAY, 13 MAY 2020
The majority of the problems faced by practices in delivering advice efficiently can be attributed to process issues not people, according to Count Financial. Countplus acquired the Count Financial from the Commonwealth Bank late last year for just ...

Culture is key in a crisis: Australian Ethical

ALLY SELBY  |  WEDNESDAY, 13 MAY 2020
... management program," she said. "We have a tool, which I'm assuming many people do as part of your business continuity plan, that assesses the risk levels to our business and reduces it. "When the first signs of the virus were appearing and as it ...