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Showing 551 - 560 of 10925 results for "Planning"

Self-regulation on the cards: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... entrants that joined in the last calendar year. One new solution the FAAA recently introduced is recognising financial planning students through the migration system to offer a path to permanent residency. Jobs and Skills Australia shows the country ...

'New class of advisers' need clear-cut distinction: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... something more substantial. "It's extremely important that the education for NCAs be able to count towards the full financial planning degree, one of the two big opportunities that we see in this proposal is that the NCAs of today can become the professional ...

Super funds 'playing to their strengths' in private markets

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2024
... demonstrates that private assets can play a positive role for individual investors, albeit in a setting such as retirement planning, where their potential drawbacks are tempered, and their benefits can be more freely cultivated," the Morningstar report ...

SMSFs surpass $1tn milestone

MATTHEW WAI  |  WEDNESDAY, 27 NOV 2024
... Burgess said. "This extra flexibility and control can manifest itself in many ways including investment flexibility, estate planning flexibility and the ability to structure the fund in a way which best suits the needs of fund members." He has however ...

Can technology help advisers service the masses?

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
Financial advisers who choose to serve the masses instead of specialising must reckon with how to leverage technology to make this possible amidst the influx of wealth Australians do not know how to plan for, according to industry experts. A panel of ...

Investors plan to continue private markets love affair

JAMIE WILLIAMSON  |  MONDAY, 25 NOV 2024
... while 45% said it is moderately promising. Currently, just 27% of investors are engaged in impact strategies, with 26% planning to enter the space. Investments in biodiversity are expected to soar as well, with bfinance projecting a 200% increase in ...

Adviser suspended over wrongful use of ROAs

JAMIE WILLIAMSON  |  MONDAY, 25 NOV 2024
A Matrix Planning Solutions adviser is suspended from providing advice for the next three months after failing to supply Statements of Advice (SOAs) where required. Ian Reid, the principal adviser at Temora's A&B Financial Planning, was suspended for ...

More guidance crucial for aged care transitions: AMP

MATTHEW WAI  |  MONDAY, 25 NOV 2024
Older Australians are not prepared to move into aged care and most expect it to significantly diminish their wealth, as AMP calls for more support from government and financial services. New research from AMP shows most older Australians are concerned ...

ASIC issues new guidance on DBFO reforms

KARREN VERGARA  |  FRIDAY, 22 NOV 2024
ASIC has issued new regulatory guidance for financial advisers and superannuation trustees relating to four strands of the Delivering Better Financial Outcomes (DBFO) reforms. The regulator issued two new documents regarding fee arrangements: Information ...

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
New research by Iress reveals the aspects top advisers typically excel in and highlights processes that are "ripe for industry-wide improvement" to drive efficiencies. The Advisely Index Report revealed top Australian advice practices serve 40% more ...