Former Keystone director sees company assets frozen

ASIC/federal-court/managed-investment-scheme/

A judge has frozen the assets of former Keystone director Paul Chiodo’s company and ruled in ASIC’s favour that administrators can be appointed to wind up the firm.

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HeirWealth welcomes former Count executive

Platforms-&-wraps/Count-Financial/appointments/

The emerging wealth technology platform has appointed Michael Csavas, former acting Count CEO, to drive growth and target financial advisers and accountants.

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Thursday, 17 October 2024
11:00am AEDT

Webcast

Unlock the secrets to an 'epic' retirement for your clients!

Are your clients ready to redefine retirement? Join us for an exclusive, FREE webinar hosted by Money Management in association with Allianz Retire+, where we delve into Australia’s evolving retirement landscape.

Why attend?

Australians are transforming retirement into a vibrant, dynamic chapter filled with new opportunities and challenges. Allianz Retire+ has embarked on a groundbreaking study, “How do we make retirements more epic?” – in collaboration with best-selling author and retirement educator Bec Wilson. This research uncovers how Australians are reimagining their post-work lives and its implications for retirement planning.

Meet your expert speakers:

Bec Wilson, author of “How to have an epic retirement”

Justine Marquet, Head of Technical Services, Allianz Retire+

Together, they will present invaluable insights from the study and discuss innovative strategies to help your clients achieve a more fulfilling retirement.

Key takeaways:

  • Evolving attitudes: Discover how retirees are integrating work, family, and travel into their lives.
  • Financial preparedness: Address the growing concerns of outliving retirement savings.
  • Practical advice: Gain actionable tips to help retirees plan with confidence.
  • Innovative Solutions: Learn about “new era” lifetime income products designed for modern retirees.

Why you can’t miss this:

This webinar is your opportunity to stay ahead of the curve and equip yourself with the knowledge to better serve your clients. Empower them to navigate the complexities of retirement with confidence and transform it into an “epic” journey.

Register now to secure your spot!

Schedule

Thursday, 17 October 2024
11:00am AEDT
Speakers
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How did Aussie fund managers fare in FY24?

Funds-management/Pinnacle/Magellan/Platinum/Perpetual/Pengana/

Money Management rounds up the financial results for Australia’s listed fund managers.

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Nikko AM unveils new brand name

Nikko/Nikko-Asset-Management/Yarra-capital-management/

APAC fund manager Nikko Asset Management has announced its plan to rebrand from September 2025 to a new name that reflects its global growth strategy.

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ClearBridge announces ESG slant equity fund

clearbridge/clearbridge-investments/fund-launch/

The global equity manager has launched a new fund in the Australian market, providing exposure to companies that it believes are “committed to change”.

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The value of consistent meetings in advice teams

Virtual-Business-Partners/financial-advisers/practice-management/

Integrating regular meetings within a financial advice team – from daily huddles to quarterly reviews – is essential for fostering sustainable long-term growth, according to Vital Business Partners.

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Perpetual appoints former FPA director to board

Perpetual/FPA/boards/

Having announced in its FY24 results that two directors will be retiring from the board, Perpetual has made its first new appointment.

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FAAA concerned about lack of clear pathway presented to paraplanners

financial-advice/paraplanning/

The Financial Advice Association Australia is concerned those working as paraplanners will be unaware of their ability to transition to an adviser, under the proposed new ABS occupation classifications.

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Financial gender equality slips in June quarter

financy-women's-index/Financy/gender-equality/

The Financy Women’s Index experienced a decline in the past quarter, despite positive gains made in the March quarter, due to setbacks in employment outcomes for women.

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