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Showing 761 - 770 of 10432 results for "advice"

AdviceIQ general manager Paul Harding-Davis to retire

ANDREW MCKEAN  |  TUESDAY, 28 JAN 2025
AdviceIQ general manager Paul Harding-Davis will retire in April, with the financial advice group for high-net-worth clients naming a Macquarie Group executive as his successor. Harding-Davis told Financial Standard that now is the right time for retirement ...

How much is needed to maintain your standard of living in retirement?

ANDREW MCKEAN  |  FRIDAY, 24 JAN 2025
... Assistance, is more important to this group than savings targets." SCA chief executive Xavier O'Halloran said that consumer advice to contribute to super is often unrealistic for retirees who rent, adding "much more needs to be done" to create affordable ...

Government to streamline financial reporting

ELIZA BAVIN  |  FRIDAY, 24 JAN 2025
... responsible for the functions currently performed by the FRC, AASB and AUASB - including formulating, issuing, and providing advice and reports to government relating to, accounting standards, auditing and assurance standards and sustainability standards. ...

Team Super names retirement chief

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
A former Aware Super head of advice has been appointed chief retirement officer at Team Super ahead of its merger with TWUSUPER to create a $21 billion fund. Reporting to chief executive Vasyl Nair, Sarah Forman has taken up the new role at Team Super ...

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
The nation's largest financial advice group will welcome its first chief investment officer next week. Entireti has appointed Aman Ramrakha as chief investment officer, tasked with overseeing its investments solutions, including managed accounts ...

Government must commit to fixing CSLR: FAAA

MATTHEW WAI  |  THURSDAY, 23 JAN 2025
Financial Advice Association Australia (FAAA) general manager of policy, advocacy, and standards Phil Anderson is again calling on the government to fix the Compensation Scheme of Last Resort (CSLR). Th FAAA has previously highlighted three critical ...

Iress expands wealth team with multiple new roles

ANDREW MCKEAN  |  WEDNESDAY, 22 JAN 2025
... several newly created roles, including a general manager of wealth propositions, head of partnerships, and head of digital advice. The financial services software business announced the appointment of Tanya Martin as general manager of wealth propositions ...

Financial services deregulation boosts economy by $2bn: FSC

KARREN VERGARA  |  WEDNESDAY, 22 JAN 2025
Reforms in funds management, financial advice, and superannuation will usher in an extra $1.7 billion per year to the economy and can make Australia a serious financial services hub, the Financial Services Council (FSC) says. New modelling shows that ...

Super admin providers face reckoning in 2025: Finura

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... "Super funds will be under intense pressure to modernise their technology infrastructure and member services (including advice). A perfect storm of poor procurement practices and relentless fee squeezing has made superannuation administration a horrible ...

Grattan Institute renews calls for best-in-show super funds, partial annuitisation

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... Income Covenant. Top-10 status should be granted only to funds that have a proven record of providing useful retirement advice and guidance to their members. That is, funds that are taking seriously their obligations under the Covenant." The second recommendation ...