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Showing 971 - 980 of 10926 results for "Planning"

Former Australian Ethical investment chief lands new gig

CASSANDRA BALDINI  |  MONDAY, 9 OCT 2023
... experience in investment management and superannuation. Masons Stevens said Macri has proven capability in strategic planning, multi-asset portfolio management and executive leadership. "David has an enviable track record of investment performance and ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... advice. The inaugural ReCALIbrate recipients include Zurich Assure financial adviser Kristen Genter, Platinum Financial Planning director Asha Burrows, Skye Wealth financial adviser Azaria Bell, Fox & Hare Financial Advice financial planner Trish Gregory ...

Allianz Retire+ welcomes head of technical services

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... Retire+ team to provide technical support and educational resources to help advisers and superfunds navigate retirement planning. She will also assist in the rollout of the businesses' longevity Allianz Guaranteed Income for Life (AGILE) product, launched ...

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
... financial adviser compared to those who aren't advised. The survey of more than 1000 respondents canvassed by the Financial Planning Standards Board (FPSB) and research consultancy firm MYMAVINS found that advised clients tend to have more financial ...

Adviser cops 10-year sentence

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... carry some weight in the sentencing discretion." Nugara was licensed as an authorised representative of Sentry Financial Planning until 19 April 2013. On 24 May 2014, Skynet became licensed under Financial Services Partners until 10 October 2016, which ...

Farmers distressed by superannuation tax overhaul

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
... [farmers] consider their land holdings as their primary retirement nest egg. This practice is paramount in succession planning, where land assets are frequently transferred into SMSFs to facilitate retirement income for retiring farmers." "The taxation ...

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
AZ NGA will acquire an undisclosed stake in a Western Australian practice that has $1 billion in funds under advice. The Wealth Designers (TWD) is the latest addition to AZ NGA's stable, joining member firms McKinley Plowman, Wealthwise, and On-Track ...

Goldman Sachs appoints head of equity capital markets

CASSANDRA BALDINI  |  TUESDAY, 3 OCT 2023
... 2024. In an announcement to the ASX, APM stated that Taylor will assume overall leadership responsibilities for strategic planning, business development, corporate development, and investor relations. Additionally, Goldman Sachs also advised that current ...

Global insurers eye private markets, clean energy: BlackRock

ANDREW MCKEAN  |  FRIDAY, 29 SEP 2023
... US$29 trillion in assets under management. Public fixed income remains a cornerstone in the SAA of insurers, with 92% planning to either maintain or enlarge their holdings, the report said. Notably, over half of the surveyed insurers (51%) intend to ...