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Showing 461 - 470 of 10920 results for "Planning"

Data is our biggest challenge: Aware Super

ELIZA BAVIN  |  TUESDAY, 11 MAR 2025
... head of income and markets Michael Clavin spoke to Financial Standard about Project Odin - an initiative the fund was planning to strengthen its internal management foundations and drive growth. Two years on from that discussion, speaking at the AM Tech ...

Industry must do more to improve women's financial literacy: Fidelity

MATTHEW WAI  |  FRIDAY, 7 MAR 2025
While women are increasingly aware of the importance of their financial wellbeing, only 16% have sought financial advice to achieve their goals. Fidelity's Next Generation research surveyed over 1000 Australian consumers aged 18 to 59 years old, highlighting ...

Super, insurance, and bank boards' 'poor practices' targeted by APRA

ANDREW MCKEAN  |  THURSDAY, 6 MAR 2025
... fitness and propriety of responsible persons, requiring significant financial institutions to engage with it on succession planning and potential appointments. Other proposed changes take aim at board independence - especially for entities nested within ...

HNWIs set to increase real estate exposure

ELIZA BAVIN  |  THURSDAY, 6 MAR 2025
... surveyed reported they would increase their portfolio allocation to direct real estate over the next 18 months, with 19% planning to reduce their allocation. This compares to 44% and 10% respectively globally. The Australian survey results found that ...

Former AMP licensees rebranded as Akumin

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
... our unique attributes and would help us standout in a competitive market," he said. Akumin will comprise AMP Financial Planning, Hillross and Charter Financial Planning. AMP Financial Planning will be renamed Akumin Financial Planning. "It is really ...

Younger women embrace geared strategies: Data

MATTHEW WAI  |  TUESDAY, 4 MAR 2025
... Investment Trends said the drop is due to more focus on home loan redraw facilities, and 28% of margin lending investors planning to reduce borrowing in the next 12 months, citing interest rates and margin call risks. The report also shows a younger ...

Outlook favourable for practice valuations: Guide

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2025
Buyers of financial planning practices and client books are becoming more focused on profit, leading acquirers to be much more discerning when it comes to fee per client - but they should continue to trade at a premium to other small businesses. According ...

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
The SMA Reporting Standard (SMARS) has launched to address the complexities and confusion over fee structures in the separately managed accounts (SMAs) sector. SMARS is spearheaded by the Adviser Ratings Group and operates as a separate entity, SMA ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
Nearly one third of financial advisers are currently using artificial intelligence (AI) in their practice at a basic level, but many more say they need education and guidance, a new Investment Trends study finds. Some 27% of advisers that are embracing ...

Court acts against two with links to Shield Master Fund

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... assets until at least April 4. Merhi is a financial adviser based in Melbourne, licensed through Interprac Financial Planning. He is the director of Venture Egg Financial Services and United Financial Advice, which trade as Venture Egg and Financial ...