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Showing 751 - 760 of 10925 results for "Planning"

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
A new platform has launched in Australia today for high-net-worth families, to assist them in organising intergenerational wealth transfers. HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional ...

Family offices up active management, eye generative AI: UBS

ANDREW MCKEAN  |  THURSDAY, 23 MAY 2024
... turning to hedge funds for diversification. Meanwhile, generative AI is the top investment theme with 78% of family offices planning to invest in it, trailed by health-tech at 70% and automation and robotics at 67%. Family offices have ramped up allocations ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
... they need help with tax and retirement strategies. They want advice on SMSF pension strategies, inheritance and estate planning, tax planning, and changes in regulations. "These findings continue to signal the opportunities that financial advisers have ...

PrimaryMarkets launches new financial adviser channel

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
PrimaryMarkets has launched a new channel aimed at making alternative investments more accessible to financial advisers and their clients. The platform affords advisers and their client's access to a spectrum of investment opportunities, including unlisted ...

ASIC issues experienced pathway guidance

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2024
ASIC has released new guidance for financial advisers who could potentially qualify as experienced providers and skip further education and training. The regulator today released Information Sheet 281 FAQS: Relevant providers - Accessing the experienced ...

Super funds to solve the housing crisis?

ANDREW MCKEAN  |  TUESDAY, 21 MAY 2024
... projects. However, she noted that the creation of these investable projects hinges on factors like lending criteria, planning regulations, and state-based regulations, which is why housing is such a "vexed issue." To unlock housing supply at a faster ...

Jinding funds management division spun off

ELIZA BAVIN  |  THURSDAY, 16 MAY 2024
... existing clients and we want to provide Asia Pacific investors with access to these opportunities." Ladon Capital is planning to rapidly expand its team across Melbourne and Singapore over the next 12 months.

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
... Association chief executive Peter Burgess lauded the fact that instead of needing a second degree to meet the financial planning education standard, the proposal means members may only need to do some bridging units. He said this is important because ...

Members' attitude, behaviour key to better engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
... communication; pre-retirement plans; and personalised information and advice. They also said clear guidance and advice, retirement planning seminars and effective projection and modelling tools would be the most helpful services to prepare for retirement. ...

ANZ transfers Will bank to Equity Trustees

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
ANZ Bank will hand over its 6000-strong Will bank to Equity Trustees, following a decision to cease estate planning services from July. Equity Trustees will have one of the largest Will banks in the country as a result of the move, adding to the sizeable ...