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Showing 571 - 580 of 11036 results for "Planning"

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... solutions. "Each year more advisers are turning to managed accounts because they allow for a more holistic approach to wealth planning," Blewitt said. "The ability to tailor portfolios to meet the specific financial and lifestyle goals of clients is ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
... IFPA members exploring new revenue streams will benefit from seamless entry into AIOFP's well-regarded succession planning program, ensuring long-term business continuity and client retention." The statement said the alignment will also strengthen ...

Asian family office sets up in Melbourne

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... the firm will likely expand in both business development, tech development and operations. But headcount needs further planning in the second half of the year to be certain.

BUSSQ abandons appeal, concedes to licence conditions

ANDREW MCKEAN  |  THURSDAY, 13 MAR 2025
... and propriety of responsible persons, requiring "significant financial institutions" to engage with it on succession planning and potential appointments.

HNW clients demand more non-custody assets: Study

KARREN VERGARA  |  WEDNESDAY, 12 MAR 2025
More high-net-worth (HNW) clients are investing in non-custody assets as 75% of financial advisers report a growing demand in unique opportunities such private equity and other alternatives, a new survey from Praemium finds. Such assets comprise an ...

Cost to maintain comfortable retirement increases

MATTHEW WAI  |  WEDNESDAY, 12 MAR 2025
... for retirees to fund a comfortable retirement. "While recent strong investment returns are helping retirees and those planning for retirement in achieving their desired retirement lifestyles, the most recent retirement standard budgets reinforce the ...

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 ...