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Showing 701 - 710 of 18240 results for "Plan"

Capstone appoints former licensee head to new role

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
Capstone Financial Planning has appointed its executive manager growth and development. Commencing his role on July 1, Marcus O'Sullivan will be responsible for licensee growth, practice developments, and licensing and education activities. O'Sullivan ...

Alternatives high on the radar to escape Trump's tariffs: Fidante

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... market corrects advisers are looking to alternative sources to drive returns. In the next six months, one in three advisers plan to increase allocations to global equity small caps (32%), while 31% on emerging markets equities (31%), and 30% on Australian ...

Aged care reforms pushed to November

JAMIE WILLIAMSON  |  THURSDAY, 5 JUN 2025
The government is delaying the implementation of the new Aged Care Act until November 1 following widespread concerns that stakeholders weren't given enough time to prepare. The new legislation was due to commence from 1 July 2025. Now, it will be effective ...

New Forests sees potential in Vietnamese timber

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JUN 2025
New Forests made its first investment in Vietnam, backing one of the country's top suppliers of lumber and logs. Via the Tropical Asia Forest Fund 2 (TAFF2), New Forests has invested in Tavico Group. It is the fourth investment made by the fund ...

Perpetual promotes two to strengthen fixed income team

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
Perpetual has named a new head of credit and fixed income, and a deputy portfolio manager of its flagship trust. Vivek Prabhu has taken over the reins as head of credit and fixed income, extending his 20-year tenure at the organisation. The announcement ...

Retirement confidence highest since 2020: SSGA

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
... increased confidence: 43% cited little to no short-term debt, another 43% cited wise investment of their super or retirement plan, while 40% noted the ability to save as the reason. Further, 64% of advised clients expect to be financially prepared for ...

Superhero plans 'mass affluent' wealth play

JAMIE WILLIAMSON  |  MONDAY, 2 JUN 2025
Superhero has welcomed its first chief investment officer, as it targets Australians seeking sophisticated solutions without the need for advice. Superhero said it is looking to "evolve beyond traditional sharetrading to offer sophisticated portfolio ...

Awareness of options could boost advice access: CFS

MATTHEW WAI  |  MONDAY, 2 JUN 2025
Superannuation is the number one topic Australians want financial advice on, however a significant proportion have little to no idea they can pay for it through their super. Based on a survey of 2250 Australians, Colonial First State's (CFS) Empowered ...

ASIC blasts managed funds' poor compliance plans

KARREN VERGARA  |  MONDAY, 2 JUN 2025
... to address one or more of the obligations. Following the review, it is now investigating potential breaches of compliance plan obligations. "Failing to plan is planning to fail," the corporate watchdog warned. Out of the three obligations, the approach ...

Regal Partners charts US expansion

JAMIE WILLIAMSON  |  FRIDAY, 30 MAY 2025
Regal Partners is planning a push into North America, as it also prepares to launch a multi-strategy income fund locally. Providing an update at the company's annual general meeting yesterday, Regal Partners chief executive Brendan O'Connor spoke of ...