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Showing 121 - 130 of 303 results for "Retirement Planning"

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 ...

Aussie employers understand importance of advice

HARRISON WORLEY  |  FRIDAY, 4 OCT 2019
... number is 71%, while in the UK, US and Ireland, 78%, 81% and 83% of employers respectively agree access to retirement planning advice is important. The report shows that when it comes to selecting a default super fund, Aussie employers consider ease ...

Allianz Retire+ to research retirement transition

HARRISON WORLEY  |  TUESDAY, 17 SEP 2019
... retirement. According to Earl, the conditions of a person's work exit are a "really critical part" of the retirement planning decision process. As such, the research team will place a greater significance on the timing and conditions of work exit in ...

CPA, CAANZ designations approved

KANIKA SOOD  |  THURSDAY, 18 JUL 2019
... credit are: personal financial planning and superannuation, financial planning fundamentals, superannuation and retirement planning, investment strategies, risk advice and insurance and financial risk management. In addition to recognising CPA, advisers ...

Qantas Super urges women take control of super

ELIZABETH MCARTHUR  |  FRIDAY, 15 MAR 2019
... outcomes, but having a retirement plan in place that focuses on what you can control or influence is crucial. Retirement planning should be a lifelong undertaking for every Australian." "For women, it's particularly important to have a strong plan in ...