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Showing 91 - 100 of 296 results for "Retirement planning"

New initiative calculates how much Aussies need in retirement

ELIZABETH MCARTHUR  |  FRIDAY, 4 MAR 2022
... retirement. These targets are designed to get people to engage with simple information and kickstart their retirement planning journey," he said. "These standards are designed to address that complexity and uncertainty. People can trust these savings ...

Advisers can step up to retirement planning boom

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... themselves as retirement advice specialists. This is according to SuperEd chair Jeremy Duffield, who predicts that retirement planning will be a major focus of the 2022 Quality of Advice Review. Advisers are said to be in the empathy business as much ...

Aussies less confident about retirement age

KARREN VERGARA  |  TUESDAY, 14 DEC 2021
... Just over half of advised people selected their adviser based on fees, followed by years of experience and retirement planning expertise. "We see enormous potential for advisers to provide a greater and more specialist role in providing asset allocation ...

BlackRock names APAC wealth lead

KARREN VERGARA  |  TUESDAY, 19 OCT 2021
... opportunities and challenges posed by demographic and regulatory changes, as well as growth in individual retirement planning and digitalisation. Wealth clients want access to global investment capabilities and thought leadership, as well as local market ...

AZ NGA acquires regional advice firm

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... members, which include five advisers. The firm has offices in Kotara, Maitland, and Lambton, and specialises in retirement planning, estate planning, and aged care. AZ NGA chief executive Paul Barrett said this transaction marks the group's foray ...

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
... survey, which is a belief that demand for financial planning will increase in the years to come as interest in retirement planning grows. A whopping 82% of CFPs think demand will grow in the next five years, largely driven by those preparing for retirement ...

Older Australians overlooking age care costs

KANIKA SOOD  |  WEDNESDAY, 25 AUG 2021
... help with planning. Challenger head of retirement income research Aaron Minney said: "Like other aspects of retirement planning, people find it hard and often confronting when forced to consider the fragility of old age, leading many to be caught off ...

FPA appoints FPEC chair

ANNABELLE DICKSON  |  MONDAY, 23 AUG 2021
... significant experience within both academia and industry in the areas of financial planning, superannuation, retirement planning and accounting. He has also played a key role in the development, growth and recognition of financial planning within both ...

Super fund reduces fees

JAMIE WILLIAMSON  |  MONDAY, 23 AUG 2021
... the current environment our members are seeking advice and information on their superannuation options and retirement planning more than ever," Cantor said. "We have responded by providing more webinars for our members and access to our team of financial ...

Perpetual acquires advice firm

KARREN VERGARA  |  THURSDAY, 12 AUG 2021
... the benefit of our clients, while enabling them access to additional capability in investment management, retirement planning and philanthropy," Stene said. Perpetual chief executive and managing director Rob Adams said the acquisition is part of Perpetual ...