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Showing 91 - 100 of 244 results for "Planning for"

Challenger launches new retirement tool

HARRISON WORLEY  |  FRIDAY, 15 MAY 2020
... vision to create financial security in retirement is engaging and educating older Australians about retirement income. Planning for retirement can be complex with a range of risks and options to consider. We wanted to create a tool for retirees that ...

Advisers split on COVID-19 opportunity

HARRISON WORLEY  |  TUESDAY, 12 MAY 2020
... characterised by worry and anxiety, most advisers are saying they have this pandemic in perspective, are active and planning for the months ahead. "The path to professionalism for advice has been gaining momentum and these survey findings highlight good ...

Government delays RC implementation timeline

HARRISON WORLEY  |  MONDAY, 11 MAY 2020
... will be extended by six months. Treasurer Josh Frydenberg said the deferral would allow the industry to focus on "planning for the recovery and supporting their customers". "This announcement today balances the need to implement the recommendations of ...

Mayfair 101 reveals new sub-division, hires chief

ELIZABETH MCARTHUR  |  TUESDAY, 5 MAY 2020
... experiential tourism and reinvigorate the Far North Queensland economy," Handy said. "Mayfair 101's vision and planning for the Mayfair Tourism brand and Mission Beach is exceptional and will bring significant economic benefit to the region." Mayfair ...

Hume calls for diversity in super fund mergers

HARRISON WORLEY  |  TUESDAY, 31 MAR 2020
... were unforeseeable, and added she would be interested to discover how many boards and risk committees ran scenario planning for a pandemic. "The GFC was not so long ago - did our collective failure of imagination blinker us to the learnings of other ...

Morningstar boosts financial planning capabilities

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... capabilities. "Morningstar has shown a vision and commitment to enable basic goal planning all the way through to advanced planning for high-net-worth-focused advisors," Brayman said. "When it comes to finding a large, strategic fintech partner that ...

Industry-made retirement models are self-serving: SCA

ELIZA BAVIN  |  MONDAY, 2 MAR 2020
... CHOICE to survey over 10,000 consumers who shared their concerns about the adequacy, fairness and complication in planning for retirement, which formed the basis for its recommendations. SCA said the set of budget standards that were set by the Association ...

Apt Wealth Partners acquires firm

ELIZABETH MCARTHUR  |  TUESDAY, 28 JAN 2020
... shares our personal approach to wealth management and our core belief of helping clients to live for today while planning for tomorrow," McGregor said. "We believe our team is our greatest asset, and the addition of Semaphore Private's advisers only ...

Chief economist update: Missing the burning forests for the surplus tree

BENJAMIN ONG  |  TUESDAY, 7 JAN 2020
... melting glaciers, recent fires in the Arctic Circle and flooding in Venice is enough evidence to prompt us to start planning for worst-case scenarios rather than debating the science." The piece was published on November 14 last year, just a few weeks ...

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... Financial Standard about what advisers can expect from his session. Mitch Anthony has been a thought leader in financial planning for over 20 years. The University of Texas credits him as introducing the idea of "financial life dialogues" with his 2001 ...