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Showing 911 - 920 of 10928 results for "Planning"

Billionaires of all ages watching AI: Research

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... legacies," Lo said. "Billionaires in APAC are increasingly seeking effective family strategies and bespoke succession planning advice to build family connections and foster the exchange of values and experience between generations. "Yet no family is ...

Allianz Retire+ adds 'industry first' feature to AGILE

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2023
... withdrawal benefit. "After consultation with the advice and trustee community we know a key issue for some clients when planning for retirement is assessing eligibility for the pension," Allianz Retire+ chief product and marketing officer Simon Aboud ...

Industry needs better retirement advice blueprint: Expert

KARREN VERGARA  |  THURSDAY, 30 NOV 2023
... clients achieve better outcomes in retirement by incorporating newer and appropriate products in their recommendations. "Planning for retirement is complicated and with new products being launched, [navigating the retirement phase] is becoming more complicated. ...

Former adviser convicted over false documents

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
... sentenced in a Perth court for three counts of dishonest conduct. Fong, who was an authorised representative of AMP Financial Planning between January 2004 to December 2014, was found to have falsified information when providing superannuation and insurance ...

ASIC confirms adviser registration deadline

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2023
After receiving Royal Assent on November 27, ASIC is urging all financial advisers who service retail clients to register before the 1 February 2024 final deadline. From this date, advisers otherwise known as relevant providers who provide personal ...

AMP selects new chief technology officer

CHLOE WALKER  |  WEDNESDAY, 29 NOV 2023
... technology function and building a depth of talent," George said. Last week, AMP reached a settlement with AMP Financial Planning advisers in the long-running Buyer of Last Resort (BOLR) class action. The wealth manager will pay $100 million - an amount ...

AustralianSuper slams Brookfield's Origin Energy bid

ANDREW MCKEAN  |  FRIDAY, 24 NOV 2023
... and future value of Origin is better in the hands of members and other shareholders than a private equity consortium planning to short-change them," the $300 billion super fund said. The fund added that it believes the ongoing energy transition has "further ...

Young women report low financial literacy: NAB

CASSANDRA BALDINI  |  FRIDAY, 24 NOV 2023
Young Australian women are reporting lower financial literacy levels and are at greater risk of financial hardship, according to new NAB research. NAB's Financial hardship survey, revealed the most significant dip in financial literacy is seen in ...

AMP to pay $100m to settle BOLR class action

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2023
... what it initially provisioned. The wealth manager announced this morning it has reached a settlement with AMP Financial Planning advisers in the BOLR class action that dates back to July 2020. After provisioning $50 million for the fallout in its 1H23 ...

Key advice reforms still coming, Jones promises

JAMIE WILLIAMSON  |  WEDNESDAY, 22 NOV 2023
Minister for financial services Stephen Jones has confirmed the government remains committed to removing Statements of Advice and the Safe Harbour Steps, as well as accelerating changes to education requirements to meet increased demand for advice. ...