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Showing 101 - 110 of 303 results for "Retirement Planning"

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 ...

Female CFPs more invested in financial planning

KARREN VERGARA  |  FRIDAY, 14 MAY 2021
... drive the initiative. In the US, 80% of advisers are male. On average, female CFP professionals have given retirement planning advice to 80% of their clients, while male CFP professionals have worked with 73% of clients on this topic. Female CFPs are ...

ATO warns of new SMSF scheme

ELIZA BAVIN  |  MONDAY, 15 MAR 2021
... ultimately put your retirement savings at risk." The ATO said trustees who have been approached by a promoter of a retirement planning scheme should seek a second opinion from a registered tax agent or appropriately qualified financial adviser. "You ...

Limited advice overdue for disruption

KARREN VERGARA  |  THURSDAY, 18 FEB 2021
... side of caution in terms of assisting members with areas like Centrelink entitlements and household income retirement planning. It comes down to an on-boarding experience, she said. "How do you really make sure that any on-boarding experience for any ...