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Showing 71 - 80 of 2751 results for %22Plan for Life%22

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
Five female advisers have received $2000 each from the Council of Australian Life Insurers (CALI) as it looks to boost the number of women in risk advice. The inaugural ReCALIbrate recipients include Zurich Assure financial adviser Kristen Genter, Platinum ...

Allianz Retire+ welcomes head of technical services

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... institutions including AMP, BT Financial Group, Kaplan Professional Australia, AXA, and AIA. Most recently, she served at MLC Life head of technical services, research, and regulatory change. In the newly created role, Marquet will work closely with ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... While 67% of Australians feel confident they'll be able to leave a legacy when they pass away, only 14% actually have a plan in place to do so, according to new research from Generation Life (Gen Life). In June, Gen Life commissioned global research ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... consultancy firm MYMAVINS found that advised clients tend to have more financial confidence and resilience and a higher quality of life. The majority (93%) said they trust their financial planner to act in their best interests. About three in four (77%) ...

Adviser cops 10-year sentence

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
A former financial adviser who took more than $10 million from clients to fund his lavish lifestyle will spend the next 10 years in jail. Judge Wraight sentenced Terence Rio Nugara to nine years and 11 months imprisonment at the Victoria County Court ...

Farmers distressed by superannuation tax overhaul

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
The National Farmer's Federation (NFF) has voiced strong opposition to the government's draft reforms on tax concessions for superannuation balances over $3 million, signalling potential ramifications for rural communities. The NFF said that ...

Super funds offer merger update

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2023
... are more complex and as a result will be merged in the first half of 2024." All members will sit within the CBA Group Super Plan in ART, the update notes. For those members that don't wish to join ART, they will have until October 25 to transfer their ...

Risk sector grows 4%: Research

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
... to $18.4 billion in the year to June 2023 despite the number of risk advisers fleeing the industry. The latest data from Plan For Life shows that TAL continues to hold the lion's share of the group insurance and retail market. The group insurance sector ...

PwC chief executives hold too much power: Review

CASSANDRA BALDINI  |  THURSDAY, 28 SEP 2023
... own report in response to the findings, titled Commitments to Change. The firm outlined its management response and action plan, which it said are built on five key commitments. These include putting purpose and value at its core, increasing the independence ...

Treasury outlines plans to boost employment

CASSANDRA BALDINI  |  TUESDAY, 26 SEP 2023
The government has unveiled its plan to overhaul the employment system in its newly released whitepaper, including encouraging older Australians to stay in the workforce by extending the work bonus and introducing a new skills passport. The Working ...