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Showing 131 - 140 of 303 results for "Retirement Planning"

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' ...

Maximising retirement planning in an era of volatility

KARREN VERGARA  |  MONDAY, 12 NOV 2018
Helping financial advisers find the best solutions and strategies for Baby Boomers, who own more than half of Australia's wealth, in an era of uncertainty underscored this year's Financial Standard Best Practice Forum on Retirement Income. Speaking ...

Industry fund, IRESS begin automated advice journey

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
... Truong said the self-directed online advice tool "will suit members who want to understand more about their retirement planning journey and identify the options they can control or change." "It is also a very useful tool for those members who are considering ...

Retirement planning gets a recession check

KANIKA SOOD  |  MONDAY, 29 OCT 2018
As talks about a global recession grow louder, financial advisers and investors are repositioning their clients' nest eggs against a market crash or an economic slowdown. In the past fortnight, a JPMorgan quantitative model predicted a 60% chance ...