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Showing 51 - 60 of 1205 results for %22Business Health%22

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
... environment and then adjust their discretionary spending - their want spending, accordingly." The Retirement Advice Centre business owner David Reed said this is the approach the group has taken with its retiree clients "who are pretty disciplined." ...

AI in ESG: Risk or opportunity?

ROSE MARY PETRASS  |  MONDAY, 5 JUN 2023
... appropriately." When analysing the ESG implication of AI, the researchers are looking both at implications for a company's business strategy and operations, and at the potential implications for sector level systems. It's important to consider ...

Family office goals at odds with reality: UBS

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2023
... their main priority. This is followed by providing income to family members (55%), diversifying away from the operating business (41%), and investing excess cash from the operating business (33%). As to why this might be the case, one chief executive ...

Zurich, InterPrac, Sequoia back pro-bono advice

CASSANDRA BALDINI  |  WEDNESDAY, 31 MAY 2023
... not-for-profit to assist individuals suffering from serious illness or disability. Zurich said its life insurance advice business will work with PFAN to help Australians access personal insurance advice and insurance claims assistance. This includes ...

No regrets: Hayne reflects on Royal Commission

KARREN VERGARA  |  TUESDAY, 30 MAY 2023
... 2019, the slew of regulatory changes that followed shook how Australia's finance and banking sectors conducted their business. Mandating Target Market Determinations and Direct Distribution Obligations, and instilling more powers into ASIC and APRA ...

Lazard implements new leadership

CHLOE WALKER  |  MONDAY, 29 MAY 2023
... continuing to work alongside the board, Peter, Evan and the leadership team, as well as with Lazard colleagues on client business around the world." Jacob said Lazard's 175-year legacy speaks to its best-in-class people and its commitment to excellence ...

AZ NGA partners with advisory firm

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... launched Rose Management Accounting Services. AZ NGA chief executive Paul Barrett said Rose Partners is a "high calibre business with deep specialisation". "A number of AZ NGA member firms that operate in the healthcare space have worked with the team ...

Liverpool Partners invests in AI

CHLOE WALKER  |  TUESDAY, 16 MAY 2023
... frameworks powering an AI future." Simplyai chief executive Anthony Scott, who will remain a material shareholder in the business along with the other founder of the business, said he is looking forward to working with Liverpool Partners to grow the ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... of high-quality advice, and we are excited about partnering with Lumiant to develop the platform and embed it in our business." According to Lumiant founder and chief executive Santi Burridge, the platform's client-centric design helps advisers bring ...

Federal budget 2023: Winners and losers

TOM WATSON  |  TUESDAY, 9 MAY 2023
... $310 million worth of tax relief for small businesses willing to do the same. Businesses writing off assets: The small business instant-asset write off has been extended for the 2023-24 financial year, allowing small businesses with an annual turnover ...