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Showing 141 - 150 of 271 results for "Aspiration"

AMP Capital promotes real estate talent

JAMIE WILLIAMSON  |  MONDAY, 2 JUL 2018
... confident these changes support the firm's continual focus on delivering outstanding investment experiences and its aspiration to maximise opportunities for clients. "The changes align to our ambitious international and domestic growth strategy and ...

Lawyers slam life insurers in Royal Commission

KARREN VERGARA  |  FRIDAY, 6 APR 2018
The life insurance industry is failing to prove it can self-regulate via its two "deficient" codes, according to Maurice Blackburn Lawyers' submission to the banking Royal Commission. There have been more than 700 breaches of the Life Insurance Code ...

Xero appoints former Microsoft Australia chief

ALEX BURKE  |  MONDAY, 5 MAR 2018
Xero has named its new chief executive, succeeding founder Rod Drury. Steve Vamos will take the reins at Xero on April 1. Vamos is the former chief executive of Microsoft Australia and New Zealand as well as Asia-Pacific managing director at Apple. ...

Tax strategies boost retirement savings: Research

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2018
Tax-efficient strategies can boost retirement savings by more than $200,000 from accumulation to retirement phase, according to Parametric. The firm's latest research debunks the myth that trying to achieve tax efficiency within a super fund's equity ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
Protecting and transferring wealth between generations is prompting financial planners to provide more holistic solutions, a senior financial adviser warns. Australian Wealth Solutions principal Sam Zervides says financial advisers shouldn't dismiss ...

Soaring education costs require financial plan: Research

KARREN VERGARA  |  TUESDAY, 16 JAN 2018
Research points to Sydney as the most expensive place to send children to school and in some cases the cost of tuition is exceeding average house prices - a vital investment decision by any means. The Australian Scholarships Group (ASG) Planning for ...

Zurich sells Singapore life business

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JAN 2018
The newest player to enter Singapore's life insurance market is acquiring the business portfolio of Zurich Life Singapore. Singapore Life, which launched in June 2017 as the first new local life insurer to be licensed in Singapore since 1970, will acquire ...

Adviser group edges on triple digits with new business

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2017
Madison Financial Group has added another practice to its stable, as its growing adviser network nears triple digits. Marsh Financial Advice is the latest business to join the dealer group, led by owner and principal adviser Shelley Marsh. A former ...

Big bedrooms pose challenge for planners

DARREN SNYDER  |  FRIDAY, 24 NOV 2017
... celebrating successful careers. But this growth has perhaps created a sense of entitlement as well as renewed senses of aspiration. "The family holiday to Coolangatta is now replaced by the family holiday to Bali or Fiji," he said. At a time when tapware ...

New advice firm taps young professional market

EMMA RAPAPORT  |  TUESDAY, 21 NOV 2017
Spend less and save more is a popular New Year's resolutions, but research shows less than 10% of people actually stick to it. Former Zurich risk strategist Jessica Brady and former Macquarie associate director and business development manager Glen ...