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Showing 821 - 830 of 10926 results for "Planning"

Unmet financial advice needs affect millions in Australia

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
... to people who are able to access," she said. The research also explored the intentions of the 1.3 million Australians planning to seek an adviser in the next two years, finding their profile closely mirrored the 9.1 million who don't plan to seek professional ...

Retirement saving, investing daunting for women: Surveys

KARREN VERGARA  |  FRIDAY, 8 MAR 2024
... working and retired Australians released last year found a stark difference in confidence levels between men and women planning for retirement. According to Vanguard's How Australia retires study, almost half of Australian women do not have a clear ...

New campaign pushes for reproductive leave

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2024
... menopause and perimenopause, including but not limited to, reduced workforce participation, productivity and retirement planning; the physical health impacts, including menopausal and perimenopausal symptoms, associated medical conditions such as menorrhagia ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... Tailored Lifetime Solutions is the latest firm to join Count's national advice community, switching from AMP Financial Planning. Tailored Lifetime Solutions, previously licenced by AMP, comprises a team of five financial advisers who have been supporting ...

ASIC succeeds in conflicted remuneration case

KARREN VERGARA  |  MONDAY, 4 MAR 2024
ASIC has succeeded in its case against RM Capital, which the court found failed to take reasonable steps to prevent its authorised representative accepting conflicted remuneration. On the February 29, the Federal Court found that RM Capital's authorised ...

Count completes Diverger acquisition

KARREN VERGARA  |  MONDAY, 4 MAR 2024
Count has finalised the acquisition of Diverger as the latter officially delists from the ASX today. The group now has 590 financial advisers and funds under advice (FUA) of $29.9 billion. Count chief executive Hugh Humphrey said: "An important strategic ...

Advice PDMs, BDMs at inflection point: Survey

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... want a different role within their organisation. About 72% of managers help advisers recruit staff, provide strategic planning, succession planning, training and professional development, and business coaching. Only 5% of BDMs assist advisers with compliance ...

DASS settlement pending court approval, victims urged to claim

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
The federal court will soon determine if it will approve the $16 million to settle the class action against E&P Financial Group as some victims of Dixon Advisory and Superannuation Services (DASS) are running out of time to make a claim. On 3 April ...

RBA appoints operations chief

KARREN VERGARA  |  TUESDAY, 27 FEB 2024
... of technology-related change, the renovation of the RBA's head office, and the uplift of data governance and strategic planning capabilities. Woods will work alongside the deputy governor Andrew Hauser and help coordinate between policy, operational ...

VanEck establishes foothold in Brisbane

ANDREW MCKEAN  |  TUESDAY, 27 FEB 2024
... with new investment and capital markets, and client coverage specialists. Deniz Kilic, previously with Prime Financial Planning, has joined VanEck's sales team as a business development associate, focusing on expanding the client base in New South Wales ...