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Showing 121 - 130 of 296 results for "Retirement planning"

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 ...

Advice firm hires chair

KANIKA SOOD  |  THURSDAY, 28 FEB 2019
... capital (46% of revenue), wealth management joint ventures (25%), wealth management including financial and retirement planning, investment advice, SMAs, SMSFSs and life insurance (21%) and two minority firm investments and other revenue (8%). Together ...

Accountant banned for bad SMSF advice

HARRISON WORLEY  |  TUESDAY, 19 FEB 2019
... her clients' existing superannuation arrangements," and had inappropriately scoped advice by leaving out retirement planning and insurance. ASIC also determined that by recommending her accountancy practice - Saber Accountants - prepare the annual ...

VicSuper updates digital advice offering

HARRISON WORLEY  |  TUESDAY, 22 JAN 2019
A refreshed user interface, a new coach avatar and new retirement planning options have been rolled out to VicSuper members after the fund updated its Beeline digital guidance and advice tool. The update means VicSuper members now have a new mix of ...

BlackRock and Microsoft develop retirement platform

HARRISON WORLEY  |  TUESDAY, 8 JAN 2019
... partner with the global technology giant to develop a new retirement platform. Noting the responsibility for retirement planning now rests with millions of Americans, Microsoft has partnered with BlackRock, and the two global giants intend to help people ...

Rice Warner warns against culling value-based advice fees

HARRISON WORLEY  |  FRIDAY, 23 NOV 2018
... have to rely on the intra-fund advice accessible through their superannuation fund. However when it comes to retirement planning, the firm doesn't see intra-fund advice as a wholly appropriate solution. "It is difficult to plan retirement using intra-fund ...

New degree tackles adviser education standards

KARREN VERGARA  |  FRIDAY, 16 NOV 2018
... communication skills and professional ethics," he said. Navone said specialised knowledge on aged care and retirement planning are other areas that are in high demand. As such, these will be offered as an advanced course in the new Master's program ...

When aged care advice takes an emotional toll

KARREN VERGARA  |  TUESDAY, 13 NOV 2018
... she said. Also presenting at the event, Elders Financial Planning financial adviser Wayne Fenton spoke about retirement planning strategies to help clients navigate through a "minefield of issues." One strategy some advisers overlook is increasing clients' ...