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Showing 1 - 10 of 1043 results for "Switch"

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
... financial advisers. Typically, they pursue degrees in commerce, accounting, business, or economics, and later decide to switch to financial planning. He said requiring them to obtain a second degree and retake courses they've already covered, or ...

Budget 2024: Government heeds industry calls to better support women

JAMIE WILLIAMSON  |  TUESDAY, 14 MAY 2024
... enter menopause each year in Australia. "As a direct result of menopause, around 20,000 Australian women will at some point switch from full-time to part-time work, around 10,000 will leave the workforce and return later, and around 4000 women will retire ...

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
To better understand global investor expectations and practices, Deloitte, in partnership with a global marketing agency, developed a report from a survey of 2000 investors and 250 wealth management providers. The report provided several calls to action ...

ASIC slams funds' serious deficiencies over advice fee charges

JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2024
A review by ASIC has found evidence of poor oversight of advice fee deductions by superannuation trustees, with some allowing charges of up to $20,000 before raising concerns and some not conducting any checks of advice documents at all. ASIC is calling ...

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
... facing the ire of ASIC after an investigation found they are profiting from boiler room tactics that convince members to switch funds. An overwhelming number of members are goaded into leaving their incumbent super fund and investing their savings in ...

UniSuper battles major system outage

JAMIE WILLIAMSON  |  FRIDAY, 3 MAY 2024
... in to access account balances and services. They also cannot use the fund's calculators or consolidate their super, switch investments, access holdings data, upload documents, or make withdrawal requests. Further, prospective members are not able ...

Aussies underestimate life insurance's importance: Investment Trends

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... selecting a life insurance provider, ahead of advisory services and premium costs. Notably, 20% of policyholders intending to switch providers seek assistance with policy cancellation. "In a market where 800,000 Australians are interested in Total Permanent ...

ESG professionals' salary guide revealed

ELIZA BAVIN  |  WEDNESDAY, 24 APR 2024
Increasing demand for a better work-life balance has seen many ESG professionals looking to make a job switch, the newest Kaizen Recruitment salary guide found. The survey found there were multiple reasons why an ESG professional might be considering ...

Australians need $1.6m for comfortable retirement: Survey

KARREN VERGARA  |  MONDAY, 22 APR 2024
... less pay and fewer hours. One in ten Australians want flexibility to dip in and out of work and the same number plan to switch to a less demanding job. Only 1% plan to study or retrain. Deloitte Australia actuarial consulting partner Andrew Boal told ...

Australian Retirement Trust announces new investment strategy and options

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... options (and members who have selected these options for new money coming into their accounts) we'll automatically switch you to other options. Generally, the option we'll move you to will be similar to your current investment option, taking ...
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