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Showing 111 - 120 of 297 results for "Retirement Planning"

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 ...

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
... Report revealed a 6% increase in the number of SMSF trustees with unmet advice needs in investment strategy, retirement planning and tax planning. Only 39% of the 3000 SMSF trustees surveyed prefer relying on professional advice while 61% were open to ...

QSuper culls comprehensive advice

KANIKA SOOD  |  FRIDAY, 3 JUL 2020
... need advice about their investment strategy, ways to make the most of their QSuper account, and help with retirement planning," Pennisi said in a press release this morning. "As a result of the review, QSuper has significantly expanded the personal ...

Ignorance isn't bliss in super: Research

ALLY SELBY  |  MONDAY, 25 MAY 2020
... healthcare, which utilize technology to offer a more personalised service to members, she said. "Our global work in retirement planning shows the same approach can, and should be, applied to superannuation," Hampshire said. "Ultimately, we see that personalised ...

Global asset manager appoints local insto lead

HARRISON WORLEY  |  TUESDAY, 5 MAY 2020
... future," Jollie said. Hendry said that as an active manager, ASI had a "vital role to play" in the savings, retirement planning, and financial ecosystem. "During these uncertain times investors are facing significant disruption, so deepening client engagements ...

Fight for MySuper advice fees kicks off

ELIZABETH MCARTHUR  |  TUESDAY, 3 MAR 2020
... one for them and they have the same need for financial advice on their superannuation, insurance needs and retirement planning," De Gori said. "Stopping the payment of advice fees from MySuper investment options will disadvantage many Australians who ...

Industry-made retirement models are self-serving: SCA

ELIZA BAVIN  |  MONDAY, 2 MAR 2020
... forms of leave, and removing the $450 threshold." SCA also called for improved accessibility and quality of retirement planning advice, saying the advice market continues to fail people. "Even with the removal of some forms of conflicted advice, there ...

Perpetual expands risk advisory capabilities

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2019
... opportunity to access Perpetual's suite of service offerings including financial advice, investment management, retirement planning, and philanthropy. "For Priority Life, it's also about setting ourselves up for the future and ensuring the financial ...

AIST finds issues with FASEA code

ELIZABETH MCARTHUR  |  MONDAY, 25 NOV 2019
... that there is no reference to general advice in the Code of Ethics. She argued that general advice through retirement planning seminars, online calculators, call centres, newsletters and research reports could meet the needs of many super fund members. ...

Retired Aussies make financial decisions alone

HARRISON WORLEY  |  TUESDAY, 12 NOV 2019
... startling though, the research found just 54% of Australian retirees with a spouse or partner coordinate their retirement planning with their partner before retiring, with Australia again ranked the lowest of its global peers. Franklin Templeton head ...