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Showing 491 - 500 of 11034 results for "Planning"

AIOFP, FAAA encouraged by first meeting with Mulino

KARREN VERGARA  |  FRIDAY, 6 JUN 2025
Following their inaugural meeting with new financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have ...

Super moves: TCorp, ESSSuper, Funds SA, Team Super

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... AIA Australia Limited and the Victorian Funds Management Corporation Swanwick's career began in 2001 at the Financial Planning Association of Australia and included roles such as senior compliance manager at Asgard Wealth Solutions and Financial Planning ...

ETF Shares to bolster sales team

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... hire the best possible talent to build a strong team." The hires reflect ETF Shares' focus on financial advisers, planning groups and stockbrokers - its core client base. The ETF provider aims to strengthen relationships with intermediaries who Man ...

Capstone appoints former licensee head to new role

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
Capstone Financial Planning has appointed its executive manager growth and development. Commencing his role on July 1, Marcus O'Sullivan will be responsible for licensee growth, practice developments, and licensing and education activities. O'Sullivan ...

Aged care reforms pushed to November

JAMIE WILLIAMSON  |  THURSDAY, 5 JUN 2025
The government is delaying the implementation of the new Aged Care Act until November 1 following widespread concerns that stakeholders weren't given enough time to prepare. The new legislation was due to commence from 1 July 2025. Now, it will be effective ...

Perpetual promotes two to strengthen fixed income team

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
... portfolio manager. Gillespie said: "Greg built a strong reputation as an investor and our longstanding approach to succession planning and promoting from within ensures investors will continue to benefit from a high-quality team, process and investment ...

Retirement confidence highest since 2020: SSGA

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
... one of the most optimistic countries regarding retirement readiness financially, with the survey pointing to financial planning as a stabiliser of retirement confidence for many Australians. State Street Global Advisors' (SSGA) Global Retirement Reality ...

Superhero plans 'mass affluent' wealth play

JAMIE WILLIAMSON  |  MONDAY, 2 JUN 2025
... billion in funds under administration, which will be bolstered through the launch of new offerings. Superhero said it is planning new investment options, including managed and micro investment portfolios, as well as a portfolio management tool to help ...

Awareness of options could boost advice access: CFS

MATTHEW WAI  |  MONDAY, 2 JUN 2025
... superannuation was the topic they'd most like to receive advice on, while 34% cited saving for retirement and 31% said planning for retirement. Further, as for why they're not using an adviser, 36% said they can't afford it. CFS said "this presents a ...

ASIC blasts managed funds' poor compliance plans

KARREN VERGARA  |  MONDAY, 2 JUN 2025
... Following the review, it is now investigating potential breaches of compliance plan obligations. "Failing to plan is planning to fail," the corporate watchdog warned. Out of the three obligations, the approach to DDO requirements was the poorest, followed ...