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Showing 101 - 110 of 296 results for "Retirement planning"

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 ...

The barriers to limited advice: Licensees

ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
... head of licensee standards Nicole Alexander, along with Dummett and Ardino, noted the most advised topics are retirement planning, superannuation and personal insurance. However, Alexander agrees with Ardino believing scaled or limited advice, particularly ...

ATO backs SMSFs as strong retirement choice

ELIZA BAVIN  |  THURSDAY, 17 DEC 2020
... Australian Taxation Office assistant commissioner said he is focused on ensuring SMSFs remain a strong and credible retirement planning choice for Australians going forward. In an end of year message, assistant commissioner Justin Micale said as Australia ...

Rice Warner hires former First State deputy chief

KANIKA SOOD  |  MONDAY, 23 NOV 2020
... knowledge of advice delivery will also be helpful for clients looking to take advantage of the growing demand for retirement planning services using cost effective technology-based solutions," Rice Warner chief executive Andrew Boal said. "Our superannuation ...

Give the people advisers: Retirement Income Review

ELIZABETH MCARTHUR  |  FRIDAY, 20 NOV 2020
... of measures could help people have the confidence to use their assets more effectively, including focusing retirement planning on income streams rather than balances, better quality and more accessible advice and guidance," it said. The report does not ...

Super funds overlook digital engagement

KARREN VERGARA  |  TUESDAY, 10 NOV 2020
... to initiate conversations about these topics. Additionally, more than 80% reported they have not accessed retirement planning tools on their fund's website and nearly two thirds (59%) do not know how to use them. Members also expressed a strong preference ...

Super advice firm buys robo-adviser

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... customers. "Over time, Clover's customers will be able to take advantage of SuperEd's range of proprietary retirement planning and digital advice tools." The acquisition follows Six Park's whitepaper released this week that concluded robo-advice ...

Advisers more bearish than clients

JAMIE WILLIAMSON  |  FRIDAY, 28 AUG 2020
... (53%), Investment Trends said. The twin headwinds of low yields and heightened market volatility have made retirement planning more challenging than ever, Peker said. "While planners already use a range of retirement income strategies to effectively ...