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Showing 511 - 520 of 11036 results for "Planning"

Cost-of-living, unaffordable advice fuels financial stress: Surveys

KARREN VERGARA  |  MONDAY, 26 MAY 2025
Even with more potential interest rate cuts in the works, Australians feel as though their financial situation is in dire straits as many struggle with the cost-of-living crisis and do not know the best place to seek financial advice, new surveys reveal. ...

'Tensions' identified between FAR and other requirements

ELIZA BAVIN  |  MONDAY, 26 MAY 2025
... role of governance in trustee groups, and the need for clear position descriptions, charters, succession and contingency planning. "Where complexities and overlapping accountabilities were identified, restructuring has helped to ensure there is the right ...

Family offices to splash cash in APAC

JAMIE WILLIAMSON  |  FRIDAY, 23 MAY 2025
... years. That's according to the latest Global Family Office Study from UBS, which found 55% of APAC family offices are planning to invest more in their own backyard. Some 30% said they'd also invest more in Greater China in the next five years. In the ...

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
Centrepoint Alliance, which entered into an agreement to acquire the advice book of Brighter Super, has confirmed that most eligible members opted to stay in the transition. Centrepoint Alliance snaped up the comprehensive advice book of ESI Financial ...

ASFA, EY release guidance on CPS 230

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
... governance principles. The Lifecycle: This encompasses the end-to-end process of managing service provider relationships, from planning and due diligence through to ongoing monitoring and termination. Supporting Tools: These encompass the tools and technology ...

Entireti, Otivo enter strategic alliance for digital advice

ANDREW MCKEAN  |  WEDNESDAY, 21 MAY 2025
Entireti and licensed digital advice platform Otivo have partnered up to build a scalable, low-cost solution to "meet the needs of consumers across the advice continuum." The partnership will see Entireti and Otivo combine their IP and resources to ...

Equip Super, TelstraSuper terminate merger plans

JAMIE WILLIAMSON  |  WEDNESDAY, 21 MAY 2025
... coup for a role with Mercer. The fund said it continues to review its strategic direction and long-term options, but planning for this particular merger has come to an end. Had it continued, the merger was to take place later this year. It added that ...

Wealth management has never looked better: Knox

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
Appearing at the Stockbrokers and Investment Advisers Association's (SIAA) conference this week, Otivo chair Ian Knox discussed the shifting nature of Australia's wealth management industry, saying he's never seen it look so good - but it ...

Alternatives spark 'real' opportunities for HNW advisers

MATTHEW WAI  |  TUESDAY, 20 MAY 2025
... under a quarter of Australia's HNW investors (22%) are already allocating to alternatives, with a significant proportion planning to invest further or enter the market in the next 12 months. For those already investing in the space, 85% plan to increase ...

Lendlease finalises JV with The Crown Estate

ELIZA BAVIN  |  MONDAY, 19 MAY 2025
... future funding commitments to around $125 million, while continuing to meet its existing obligations relating to mater planning and site enablement. The transaction is subject to conditions precent, but Lendlease said the parties are working to satisfy ...