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Showing 1191 - 1200 of 1358 results for "Retiree"

Self-employed are more picky with advice

MICHAEL HOBBS  |  WEDNESDAY, 18 FEB 2009
Self-employed people are 25 per cent less satisfied on average with the planning services they received from their planners compared to retirees and other employed workers, a new survey found. The Business Health CATScan client satisfaction research ...

FPA stops "highly offensive" ads

MICHAEL HOBBS  |  MONDAY, 9 FEB 2009
The Financial Planning Association (FPA) has obtained a Federal Court injunction stopping Bannister Mansfield Financial Services and the firm's director from publishing ads featuring the FPA. The FPA's solicitors asked Bannister Mansfield Financial ...

Industry unites for super message

MICHAEL HOBBS  |  WEDNESDAY, 4 FEB 2009
With the public set to receive their super statements next month, nine financial services industry bodies made the unprecedented move to join forces and deliver a single message to investors and retirees. The Superannuation Stakeholder Group produced ...

AMP Banking taps Cuscal ATM network

MICHELLE BALTAZAR  |  FRIDAY, 23 JAN 2009
AMP Banking customers will continue to receive access to fee-free ATMs, despite the new Direct Charging rules that will come into effect in March, after the bank signed a deal with Cuscal, owner of the rediATM network. AMP Banking, which doesn't have ...

TTR strategies need more attention

RUTH LIEW  |  THURSDAY, 22 JAN 2009
Investors still lack awareness of transition to retirement strategies while many others view super as a "poor investment", according to financial advisory firm HLB Mann Judd. According to Michael Hutton, wealth management partner at HLB Mann Judd, most ...

AUI trust posts solid returns, holds value

MICHAEL HOBBS  |  WEDNESDAY, 21 JAN 2009
While many funds were in the red last year, Australian Unity Investments (AUI) bucked the trend when its Healthcare Property Trust gained 11.27 per cent and, despite the market downturn, many of its underlying direct properties have held their value. ...

North awarded 'very strong' S&P rating

MICHAEL HOBBS  |  WEDNESDAY, 14 JAN 2009
AXA Australia's highly popular structured product, North, received a 'very strong' rating from Standard & Poor's. Launched in December 2007, AXA North provides 50 different investment options with the guarantee. The product was later enhanced to include ...

Is super sexist?

MICHAEL HOBBS  |  MONDAY, 8 DEC 2008
An IOOF-owned super fund launched two months ago is targeting female investors and future retirees in its latest financial literacy campaign, which includes a report titled 'Is super sexist? Things to think about for women.' The super fund's report ...

Lay-by age pension to plug savings gap

MICHELLE BALTAZAR  |  MONDAY, 1 DEC 2008
Superannuation experts say it's time to adopt fresh thinking on how to supplement retirement savings and are calling on the government to support Lay-by style Age Pension and 'longevity insurance' products. A panel of industry experts from Mercer, PricewaterhouseCoopers ...

IRESS signs Elston Partners

MICHELLE BALTAZAR AND RUTH LIEW  |  THURSDAY, 20 NOV 2008
IRESS Market Technology has signed a deal to be the sole provider of core client and investment management technology to investment firm Elston Partners. Under the arrangement, Elston Partners will be using IRESS (market data), IOS (trading and order ...