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Showing 91 - 100 of 225 results for "Elder"

Elders gives back to advice community

JAMIE WILLIAMSON  |  THURSDAY, 1 JUN 2017
Elders Financial Planning will host a series of roadshow events to share its expertise with the wider financial planning industry. Designed to showcase the extensive specialist knowledge and talent the dealer group has accumulated, the roadshow is open ...

Mosaic tailors financial advice for women, grows FUA to $800m

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
For financial advisers looking to cater to high-powered female executives, US-based Mosaic Financial Partners provides a textbook-worthy case study. Sabrina Lowell, two-time winner of the "Heart of Financial Planning" award in San Francisco and chief ...

Pre-retirees robbing Peter to pay Paul: REST

EMMA RAPAPORT  |  TUESDAY, 2 MAY 2017
Sandwiched between financial needs of adult children and elderly parents, pre-retirees (aged 50 plus) are in desperate need of financial advice or they risk retiring without adequate funds, warns REST Industry Super. In a new report the $40 billion ...

Elder financial abuse requires education

KARREN VERGARA  |  TUESDAY, 18 APR 2017
The SMSF Association believes preventing elder financial abuse requires increased education for trustees and advisers, not stricter legislation. The dangers emerging from an ageing population and cognitive decline makes elderly superannuation fund members ...

Advice dealer group expands network

KARREN VERGARA  |  MONDAY, 3 APR 2017
A financial advice dealer group is continuing its growth strategy with the addition of a Melbourne-based practice to its national network. Joining under the Elders Financial Planning banner is Saltbush Financial Services. It is headed by financial planner ...

Younger investors flock to offshore equities

ALEX BURKE  |  MONDAY, 27 MAR 2017
Generation X and Y investors have a marked preference for international stocks compared to their elders, according to the latest research from nabtrade. In the 12 months to 31 January 2017, nabtrade found Gen X investors raised their turnover of international ...

Australian Unity appoints trustee GM

DARREN SNYDER  |  FRIDAY, 17 MAR 2017
... leadership roles within the trustee industry, including at Equity Trustees. She has considerable experience in the field of elder law, estate planning and succession law and has assisted a diverse range of clients and their families to establish structures ...

DomaCom signs global agriculture crowdfunding deal

EMMA RAPAPORT  |  WEDNESDAY, 15 MAR 2017
Fractional property investing platform DomaCom finalised its first foray into agricultural assets with a deal that gives its investors a stake in pastoral land among Victoria's Western Districts. The 150-hectare property, Doyles, is outside Casterton ...

Former QBE chief joins NSW insurance fund

ALEX BURKE  |  TUESDAY, 7 MAR 2017
The former chief executive of QBE in Australia and New Zealand will take on a senior role at icare, the NSW workers' compensation fund which was rebranded following the merging of its investment functions with TCorp. Tim Plant joins icare as group executive ...

Advice group driving fintech efficiencies

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2017
Elders Financial Planning will work with a well-known fintech to further develop digital solutions for its adviser network. Elders is collaborating with SuiteBox to create a unique dealer group offering, delivering the latest digital developments and ...