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Showing 951 - 960 of 10926 results for "Planning"

CFA final exam pass rate declines

CHLOE WALKER  |  THURSDAY, 26 OCT 2023
Of the 16,035 candidates who sat for the Level III CFA exam in August, just under half (47%) passed. This is below the 48% and 49% pass rate for those who sat the Level III exam this past February and August of last year, respectively. It is also lower ...

Alternative assets are the way forward: Forum

CASSANDRA BALDINI  |  THURSDAY, 26 OCT 2023
While traditional equities and bonds still have a place in portfolios, an effective strategy for balancing portfolio volatility and generating yield involves incorporating alternative investments, says abrdn investment director Raf Choudhury. Choudhury ...

MEDIQ expands presence via merger

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2023
A Sydney-based advice firm will merge with MEDIQ Financial Services, as the latter sets in motion a plan to take on every major city. Merging with MEDIQ is Omega Financial Solutions and Omega Accounting Solutions, having signed a definitive agreement ...

Dexus on the hunt for new chief executive

CHLOE WALKER  |  WEDNESDAY, 25 OCT 2023
... committed to ensuring a smooth transition." Dexus chair Warwick Negus said the board has been busy in 2023 with ongoing planning for succession and internal leadership development. "The very high standard of governance you see in Dexus is a reflection ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
Insignia Financial's managed accounts solutions have grown by about 42% in the past 12 months. The group said there's now more than $6 billion in funds under management across its range of managed account solutions. About 55% of this is held in managed ...

ASIC updates breach reporting rules

KARREN VERGARA  |  FRIDAY, 20 OCT 2023
ASIC is making changes to its reportable situations regime, which includes extending the reporting deadline for some breaches. Licensees will now have 90 days to submit a reportable situation instead of 30 days in situations that have "underlying circumstances ...

Hostplus-backed redevelopment secures $295m from ANZ

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2023
... will primarily fund the next two residential stages, comprising 325 build to sell apartments. Other uses include seeking planning permits on the balance of the development land and sitewide works in preparation for further stages. "We are delighted to ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... superannuation is meant for retirement spending, most respondents asserted their right to use the money as they see fit, with 58% planning to bequeath their super to family or loved ones. Most Australians looking to leave a financial legacy prefer to ...

New advice firm hits Melbourne

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... flow and goals projections, budgeting, debt management, investments, superannuation, insurance, asset protection, tax planning, government support benefits, aged care, retirement planning and estate planning. Interestingly, Source Wealth will also specialise ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... and we plan to bring their investment bond offerings to a broader audience," he said. "In the last three decades, tax planning has been very superannuation and offshore fund focused, a trend which we believe will change in the next decade." In an environment ...