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Showing 71 - 80 of 244 results for "Planning for"

Advice engagement jumps during COVID-19

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
... Some 54% of advisers ClearView surveyed believe that COVID-19 has increased public awareness of the importance of planning for the future and seeking professional financial advice. Over 30% of advisers believe that COVID-19 has increased public awareness ...

Connectus acquires fifth practice

KARREN VERGARA  |  WEDNESDAY, 30 JUN 2021
... us to maintain our boutique, high-touch approach with clients while locking in long-term continuity and succession planning for the business," Ferizis said.

KPMG promotes two super experts

KARREN VERGARA  |  MONDAY, 28 JUN 2021
... partner, having joined KPMG two years ago. She is currently the head of self-managed superannuation funds and estate planning for KPMG Enterprise. Dolan has spent more than 25 years advising private clients on the legislative application and strategic ...

Interprac grows advice network

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
... head of advice and compliance Mike Butler told Financial Standard that the two practices used Interprac Financial Planning for their licensee services and the acquisition will see parent company Sequoia Financial Group own 100% of each firm. Butler said ...

Global institute launches free expat advice resources

KARREN VERGARA  |  FRIDAY, 7 MAY 2021
... (GFPI), which was established in September 2019, provides educational resources such as tax, retirement and estate planning for advisers to help clients whose financial lives cross borders. Co-founder and executive director Ashley Murphy, who is currently ...

AMP chair faces shareholder ire

KARREN VERGARA  |  FRIDAY, 30 APR 2021
... apply for the role, but did confirm that a recruitment firm assisted, vaguely saying: "We had started succession planning for the chief executive in normal succession-planning processes." Shareholders questioned the progress of the $300 million cost-saving ...

AIA Australia partners with Your Wills

KARREN VERGARA  |  FRIDAY, 30 APR 2021
... Australians and the partnership with Your Wills bridges the gap between insurance, superannuation, Wills and Estate Planning for a comprehensive asset protection approach. Wickremesinghe, who formerly worked at AMP, AustralianSuper, ING and OnePath ...

ACSI launches new climate change policy

ELIZABETH MCARTHUR  |  MONDAY, 26 APR 2021
... analyse and manage physical climate change risk while also aligning policy and advocacy with the Paris Agreement and planning for a just and equitable energy transition.

COVID-19 spurs robo-advice demand

KARREN VERGARA  |  TUESDAY, 23 MAR 2021
... depend on humans when it comes to major purchases or significant lifestyle events such as buying a house and car, and planning for retirement. Commenting on the findings, author and SO MONEY podcast host Farnoosh Torabi said: "Robots are well-positioned ...

NZ overhauls regulation of advice

JAMIE WILLIAMSON  |  FRIDAY, 19 MAR 2021
... important role in helping New Zealanders achieve significant milestones in their life, such as saving for a first home or planning for retirement. And we know that those who get financial advice achieve better financial outcomes." "The new regime will ...