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Showing 471 - 480 of 10925 results for "Planning"

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 ...

Cost-of-living continues to rock retirement confidence

MATTHEW WAI  |  MONDAY, 24 FEB 2025
... "Speaking to your super fund or financial adviser is a great place to start," Powe said. "People can begin their retirement planning journey by considering what sort of lifestyle they want when they stop working... Once you have your goals in mind, you ...

UniSuper targets 'missing middle' with new digital advice offering

ANDREW MCKEAN  |  FRIDAY, 21 FEB 2025
UniSuper has formed a strategic partnership with Ignition Advice to provide its members with personal advice on superannuation, insurance, investments, and retirement options. The $149 billion industry fund said the partnership expands its financial ...

CSLR levy pain could hit $123m: FAAA

KARREN VERGARA  |  THURSDAY, 20 FEB 2025
The Compensation Scheme of Last Resort (CSLR) levy could potentially catapult to $123 million in the 2027 financial year, new estimates from the Financial Advice Association of Australia (FAAA) shows. Following the bombshell that the 2026 CSLR levy ...

Global tariffs to spike under Trump: Economist

KARREN VERGARA  |  WEDNESDAY, 19 FEB 2025
... investors of the high degree of uncertainty and volatility they face. But there is good news. "We've got used to scenario planning. We're more nimble than we were pre-pandemic, higher for longer interest rates, higher US dollar, and potentially ...

Housing construction lags broader economy by 49%: PC

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... years. However, in the 12 months to June 2024, just 176,000 homes were built. "Governments are rightly focused on changing planning rules to boost the supply of new homes, but the speed and cost of new builds also matters. Lifting the productivity of ...