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Showing 721 - 730 of 10925 results for "Planning"

Ageing Australians rapidly shifting retirement planning

ELIZA BAVIN  |  WEDNESDAY, 19 JUN 2024
New research from Allianz Retire+ has shown that Australia's ageing population is rapidly shifting its retirement planning focus to income rather than accumulation. The white paper suggested this change has seen financial advisers refining their advice ...

AFSLs undertake more reviews, lack risk documentation

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
Most AFS Licensees (AFSLs) are undertaking more reviews of their systems and processes but still lack documentation when it comes to managing risk, according to a new compliance survey. Holley Nethercote's 2024 Compliance Trends Survey reveals AFSLs ...

Most advisers satisfied with success: Research

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
Most financial advisers are happy with the success and profitability of their businesses, rating their satisfaction 3.6 out of five, new research shows. The 171 advice practices canvassed by Elixir Consulting and Colonial First State recorded earnings ...

More Aussies anticipate renting in retirement: Vanguard

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
... the role superannuation plays or will play in most people's retirement." The research also highlighted the impact of planning and access to a financial adviser on retirement confidence. According to the survey, Australians with a financial adviser have ...

Vale Garry Wyatt

KARREN VERGARA  |  MONDAY, 17 JUN 2024
... financial control, project management, operational line management, compliance, internal audit, and business and strategic planning. Wyatt co-founded Insync with chief investment officer Monik Kotecha in 2009. The duo developed their own independent ...

Advisers call for apology from Super Members Council

JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2024
The Financial Advice Association Australia and members say the super lobby group should formally apologise for its recent remarks about "dodgy financial advisers." Earlier this week, the Super Members Council (SMC) renewed calls for anti-hawking legislation ...

APRA updates industry on operational resilience guidance

ELIZA BAVIN  |  FRIDAY, 14 JUN 2024
... superannuation trustees, banks and insurers strengthen their management of operational risk and improve business continuity planning. The new Prudential Practice Guide CPG 230 Operational Risk Management (CPG 230) is designed to assist in the implementation ...

Fiducian welcomes two practices

KARREN VERGARA  |  FRIDAY, 14 JUN 2024
... Private Wealth, which operates in Victoria's Burwood, joins the ASX-listed firm. Gill also teaches the capstone financial planning unit at Deakin University. Paul Blackadder, the principal of Blackadder Finance, an advice practice that also offers loans ...

Older clients boost book values

KARREN VERGARA  |  THURSDAY, 13 JUN 2024
... 2.5x multiple. Based on fees, the multiple extends to 2.6x-3.3x times. "This shift underscores the need for financial planning businesses to maintain competitive fee structures to attract potential buyers," he said. "Over the past five years, the costs ...

Prime FG eyes wealth management business

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
Prime Financial Group (PFG) is set to acquire an unnamed firm that operates investment research and funds management services. PFG flagged that a confidential non-binding indicative offer has been made to the Melbourne-based firm. If the offer is successful ...