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Showing 681 - 690 of 11047 results for "Planning"

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 ...

Chalmers unveils new superannuation reforms

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2024
... advancing the national conversation on disability, homelessness and ageing, and the time is right to bring this type of planning to our retirement income system."

Former adviser charged with dishonest conduct

KARREN VERGARA  |  TUESDAY, 19 NOV 2024
A former Shaw and Partners financial adviser has been charged with 26 counts of dishonest conduct in relation to the provision of financial services. Former Brisbane-based financial adviser Kristofer Ridgway appeared at Southport Magistrates Court in ...

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
AZ NGA has acquired Sydney-based financial planning firm StrategyOne Advice Network. StrategyOne, led by managing director Virginia Heyer and senior private client adviser Duncan Derrington, specialises in wealth management, retirement planning and ...

Admin and compliance taking up 56% of advice practice costs

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
Fintech firm elemnta has released new research looking at data-related challenges impacting Australia's wealth management sector. The research highlights data fragmentation and lack of standardisation as the primary hurdles preventing scalable ...

Cbus appoints head of advice

ELIZABETH FRY  |  FRIDAY, 15 NOV 2024
... and construction workers which has seen a 23% increase in the provision of personalised financial advice for retirement planning. Cbus has just launched Advice Essentials Plus which aims to provide affordable financial advice to members and their spouse ...

AustralianSuper well placed to achieve mega-scale ambitions: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 15 NOV 2024
... Morningstar says. Releasing its review of the nation's largest superannuation fund, Morningstar said the fund's clear strategic planning, impressive senior hires and history of solid execution have it well placed to capture the benefits of scale and ...

Advice take up falls amid decade-low retirement confidence

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
While demand for financial advice is apparently the highest it's ever been, the number of people actually seeking it has dropped. That's according to new research from Brighter Super and Investment Trends that shows retirement confidence among Australians ...

Colonial First State offers aged care solution

ELIZA BAVIN  |  THURSDAY, 14 NOV 2024
... come at a difficult and emotional time for families. "By using the service, CFS members supporting ageing loved ones or planning for their own later years can save significant time, reduce stress and mental load, and ultimately achieve better outcomes," ...