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Showing 1341 - 1350 of 1901 results for "Young"

Midwinter adapts planner software to client profile

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
... in Sydney. AdviceOS allows the use of different "client stories" based on client age or marital status. "Clients who are young singles under 30 will experience a different client portal experience to those clients that are young families under 30," Midwinter ...

ISN-FSC accord has its limits: Whiteley

JAMES FERNYHOUGH  |  FRIDAY, 27 SEP 2013
... between the two bodies originated during a debate between himself and FSC chief executive John Brogden organised by Ernst and Young. "As we debated, what we were both realising at the time was that by and large we were pretty much agreeing," he said. ...

FPA reveals winners of Best Practice Awards

LAURA MILLAN  |  MONDAY, 23 SEP 2013
... awarded the Queensland and the National FPA Professional Best Practice Award. Kenny is a mentor to undergraduate students and young financial planners. Mark Milner has been awarded both the Queensland and the National FPA Associate Financial Planner ...

Aussies mainly concerned about super and retiring

LAURA MILLAN  |  WEDNESDAY, 11 SEP 2013
... indicate that superannuation and retirement planning were attracting the highest number of questions and engagement online. Young people planning for their first home or kicking off a savings plan also decided to contact a financial adviser during the ...

ANZ reshuffles wealth division, Barrett to depart

LAURA MILLAN  |  THURSDAY, 5 SEP 2013
ANZ managing director of Advice and Distribution Paul Barrett is leaving the company after a reshuffle of its Wealth division. The current managing director of Advice and Distribution Paul Barrett has decided to leave ANZ, effective September 16. Neil ...

FoFA changes, an improvement to advice businesses

LAURA MILLAN  |  THURSDAY, 5 SEP 2013
... get normal people to come to you and pay commissions," director of an MLC Advice practice in Parramatta Renee Hush said. Young people and accumulators prefer to pay a flat fee rather than ongoing commissions, a trend that Wealth Enhancers managing director ...

Cbus to divest tobacco holdings as stocks fall from highs

MARK SMITH  |  WEDNESDAY, 4 SEP 2013
... step in the interest of members". Cbus also said that it is of the view that the current targeting by tobacco companies of young people in developing countries is not a sustainable business model and opens Cbus to investment and reputation risk. It added ...

Aon Master Trusts gets MySuper approval

MARK SMITH  |  TUESDAY, 3 SEP 2013
The Aon Master Trust has become the latest fund to receive its MySuper authorisation from the Australian Prudential Regulation Authority (APRA). On 1 January 2014, the Aon Master Trust will launch Aon MySuper. The new investment option takes a lifecycle ...

Wealthy parents fear kids can't handle family fortune

MARK SMITH  |  THURSDAY, 29 AUG 2013
... dollar and the privileges of growing up in a family with good fortune. However, half of parents, particularly those with young children, think their children feel entitled to a lifestyle that was worked hard for, and 47% worry that, by growing up without ...

Mercer gives taster of MySuper product

JAMES FERNYHOUGH  |  WEDNESDAY, 28 AUG 2013
Mercer has developed a "whole-of-life" lifecycle default fund which it will use as its MySuper product. The fund, named 'SmartPath', is already being advertised on Mercer's website, and will be available on 1 January 2014. Mercer partner Graeme Mathers ...