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Showing 451 - 460 of 10920 results for "Planning"

Tranche 2 is coming before the election: Jones

ELIZA BAVIN  |  WEDNESDAY, 19 MAR 2025
Assistant Treasurer and Minister for Financial Services Stephen Jones has confirmed Tranche 2 off the Delivering Better Financial Outcomes reforms will be released before the upcoming election. Speaking to Financial Standard, Jones said Tranche 2 has ...

ASIC freezes assets Shield, First Guardian marketer

KARREN VERGARA  |  WEDNESDAY, 19 MAR 2025
ASIC has frozen the assets of Rashid Alshakshir, who facilitated leads to the Shield Master Fund and First Guardian Master Fund, as it investigates his links with property fund manager and developer Paul Chiodo. Alshakshir has ties to the funds, according ...

Aussie instos on the hunt for niche opportunities

ELIZA BAVIN  |  WEDNESDAY, 19 MAR 2025
... findings from the EQuilibrium survey signalled an increased interest in private markets among Australian investors with 75% planning to increase their private markets allocations over the next five years, compared with 66% of investors globally. "Private ...

Falcon Capital, First Guardian Master Fund set for liquidation

KARREN VERGARA  |  TUESDAY, 18 MAR 2025
... including First Guardian. Venture Egg is an authorised representative of Sequoia Financial Group's InterPrac Financial Planning. Osama Saad, the director of defunct firms Aus Super Compare and Atlas Marketing, also had his assets frozen for his connection ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... solutions. "Each year more advisers are turning to managed accounts because they allow for a more holistic approach to wealth planning," Blewitt said. "The ability to tailor portfolios to meet the specific financial and lifestyle goals of clients is ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
... IFPA members exploring new revenue streams will benefit from seamless entry into AIOFP's well-regarded succession planning program, ensuring long-term business continuity and client retention." The statement said the alignment will also strengthen ...

Asian family office sets up in Melbourne

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... the firm will likely expand in both business development, tech development and operations. But headcount needs further planning in the second half of the year to be certain.

BUSSQ abandons appeal, concedes to licence conditions

ANDREW MCKEAN  |  THURSDAY, 13 MAR 2025
... and propriety of responsible persons, requiring "significant financial institutions" to engage with it on succession planning and potential appointments.

HNW clients demand more non-custody assets: Study

KARREN VERGARA  |  WEDNESDAY, 12 MAR 2025
More high-net-worth (HNW) clients are investing in non-custody assets as 75% of financial advisers report a growing demand in unique opportunities such private equity and other alternatives, a new survey from Praemium finds. Such assets comprise an ...

Cost to maintain comfortable retirement increases

MATTHEW WAI  |  WEDNESDAY, 12 MAR 2025
... for retirees to fund a comfortable retirement. "While recent strong investment returns are helping retirees and those planning for retirement in achieving their desired retirement lifestyles, the most recent retirement standard budgets reinforce the ...