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Showing 81 - 90 of 566 results for "ProActive"

'Our patience is running thin': ASIC

ELIZA BAVIN  |  THURSDAY, 15 AUG 2024
Australian Securities and Investments Commission (ASIC) commissioner Simone Constant did not hold back when addressing superannuation trustees at an industry event yesterday. Constant said the regulator expects much more from super funds in being transparent ...

Financial services experiencing 'workforce transformation'

ELIZA BAVIN  |  MONDAY, 12 AUG 2024
The financial services industry is undergoing a workforce transformation due to shifting demographics, according to a new whitepaper by Profusion Group. The whitepaper, Adapting to a Changing Workforce, said organisations are adapting to emerging leaders ...

Most Australians proactively retire: Research

KARREN VERGARA  |  FRIDAY, 2 AUG 2024
Two-thirds of Australians with guaranteed income streams are proactively retiring with fewer worries and are doing so to enjoy their twilight years, contrary to popular belief, a new study reveals. Research from Macquarie University's School of ...

How advisers can reap additional $2.1bn in revenue

KARREN VERGARA  |  THURSDAY, 25 JUL 2024
... generate $2.1 billion in new revenue over the next five years and add nearly 500,000 clients to their books if they are proactive in managing seven key factors, Deloitte Access Economics says. Despite the enormous regulatory and qualification upheavals ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
... Vanguard/Investment Trends SMSF Investor Report. Complying to the ATO's technological compliance as well as continuation of proactive engagement are seemingly the top priorities for 'best practicing' SMSF accountants.

APRA: RSE licensees show 'common areas of weakness'

ELIZA BAVIN  |  FRIDAY, 28 JUN 2024
... considered for recovery and exit operation, together with an uplift in capability to reduce execution risk. Lastly, APRA said proactive communication strategies should be implemented to support the effective execution of recovery and exit plans particularly ...

Equip Super to introduce retirement specialists

ELIZA BAVIN  |  TUESDAY, 11 JUN 2024
... when it comes to their retirement," Equip Super head of retirement Sam Higgie said. "We will provide the dedicated, proactive, and personal support people approaching and in retirement need. "The retirement specialists are qualified to give general advice ...

Future Fund, QIC finalise new deal

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
Future Fund and QIC reached a deal for an interest in the EastLink toll road network sold by New Zealand Superannuation Fund and Teachers Insurance and Annuity Association of America, advised by its investment advisor Nuveen Infrastructure. The transaction ...

Freshwater Wealth launches

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... achieving lifestyle goals but also to identify and reduce problems they may not realise they have through education and proactive advice to help manage common life challenges. "Demand is extremely high and there is a huge opportunity with retirees, women ...

Super fund engagement peaks among members with $250k+ balances: Report

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
An Investment Trends report has identified a clear inflection point for member engagement with superannuation funds. The 2024 Super Member Engagement report, based on a survey of 10,886 respondents, provided an analysis of member attitudes, satisfaction ...