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Showing 1 - 10 of 36 results for "ReCALIbrate"

Too many Aussies eligible for wholesale products: FSC

ANDREW MCKEAN  |  TUESDAY, 13 FEB 2024
... response to this, the FSC has proposed revising the net asset threshold to $5 million, including the family home, to recalibrate eligibility to just 3.1% of households. Alternatively, if the threshold was changed to $2.4 million excluding the family ...

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... Russia-Ukraine conflict, investors - including super funds - have shifted their money into the defence sector as they recalibrate ethical considerations and chase increased financial incentives. Associate professor and researcher Harminder Singh said ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... upward trajectory of interest rates - from 0.10% in April 2022 to today's 4.35% - has forced financial advisers to recalibrate how they advise clients. Economists remain divided on which direction interest rates will take in 2024 or if they will ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... 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 Financial Planning director Asha Burrows, Skye Wealth ...

Project to tackle dwindling number of risk advisers

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
... launched a program which aims to entice more women into the life insurance industry. The industry body said its inaugural ReCALIbrate program will provide $2000 in grants to support the attendance of five female risk advisers at the Financial Advice ...

CALI launches scholarship to boost female risk advisers

CASSANDRA BALDINI  |  THURSDAY, 7 SEP 2023
... launched a program that aims to entice more women into the life insurance industry. The industry body said its inaugural ReCALIbrate program will provide $2000 in grants to support the attendance of five female risk advisers at the Financial Advice Association ...

HNWs recalibrate investment goals: Report

CHLOE WALKER  |  THURSDAY, 1 DEC 2022
Latest research from Investment Trends has indicated that the proportion of Aussie high-net-worths making substantial asset allocation changes to their portfolio has shrunk for the second year in a row, with just under two in five (37%) making substantial ...

ATO underestimates SMSF performance: Report

CHLOE WALKER  |  WEDNESDAY, 16 FEB 2022
A new report from the Self-Managed Superannuation Fund Association (SMSFA) and the University of Adelaide has found the Australian Taxation Office is increasingly underestimating the performance of SMSFs. The SMSFA and the University of Adelaide's International ...

JANA adds three new GM roles

JAMIE WILLIAMSON  |  THURSDAY, 25 NOV 2021
... JANA and our clients. Their expertise and insight are unparalleled, and we are excited about this next chapter to recalibrate and deliver even greater returns and experiences for our clients," Lamborn said.

Aussies confident about retirement spending: Study

KARREN VERGARA  |  TUESDAY, 28 SEP 2021
... 11.3%. Schroders Australia chief executive Sam Hallinan said: "For many, the pandemic has presented an opportunity to recalibrate their personal finances and focus on financial wellbeing and, due to decreased spending on non-essentials, investors around ...
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