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Showing 141 - 150 of 244 results for "Planning for"

Australians letting their retirement down: report

DARREN SNYDER  |  MONDAY, 2 MAY 2016
... said. Suncorp's research also found Generation Y was about three times more likely than Gen X to feel the pressure of planning for retirement before they reach 30-years-old. Almost a fifth of the 2008 survey participants said they didn't know how to ...

Aussie income managers underperforming

DARREN SNYDER  |  WEDNESDAY, 20 APR 2016
Investors planning for retirement have been warned to stick to fundamentals in the wake of new data showing Australian equity fund managers with an income objective have delivered below-market returns in recent years. Income funds covered by Lonsec ...

HUB24 hires regional manager from BT

MARK SMITH  |  THURSDAY, 10 MAR 2016
... activities in South Australia and Victoria. Prior to joining HUB24, Newman was BT Financial Group's head of financial planning for WA, SA and NT. He also held a number of roles across the wealth management and banking industry, including general manager ...

Australians putting off retirement planning

MARK SMITH  |  THURSDAY, 21 JAN 2016
... the volatile share market and the complex terminology used in superannuation, and this makes long-term financial planning for individuals a rather precarious occupation," Morris finished.

J.P. Morgan wins two custody mandates

MARK SMITH  |  THURSDAY, 22 OCT 2015
... partner has never been more critical for investment managers as they balance intense regulatory requirements with planning for future growth," said Nadia Schiavon, head of custody and fund services, J.P. Morgan Australia and New Zealand. "For Invesco ...

VicSuper lets members hold super in their hands

MARK SMITH  |  WEDNESDAY, 21 OCT 2015
... decisions about the future intellectually, psychologically and emotionally difficult because we're hard-wired to avoid planning for it. "Some people can't connect to the idea of the future because it's simply too far away, while others don't like to ...

Robots can't read your dreams, advice firm warns

LAURA MILLAN  |  WEDNESDAY, 23 SEP 2015
... customers. "The push towards more automated services is a huge wake up call for the industry," she said. "People planning for retirement need to consider whether they are content with obtaining recommendations about their future based on mathematical ...

FEATURE - Retirement income: Finding the right path

DARREN SNYDER  |  TUESDAY, 15 SEP 2015
... expenses. The same percentage of retirees also had no specific plan for later life expenses such as medical treatment. "Planning for and in retirement is still a mixed bag," the report said. "You could say that some are living to plan, and others are ...

EQT appoints estate planning specialist

ALEX BURKE  |  THURSDAY, 3 SEP 2015
... solicitor to its Sydney offices. Terry Matthews joins EQT from Makinson d'Apice Lawyers. He is a former manager of estate planning for New South Wales at National Australia Trustees, and has also worked at TressCox Lawyers. As of Matthews' appointment ...

Telstra Super addressing younger base

DARREN SNYDER  |  MONDAY, 6 JUL 2015
... planning service. The fund employs more than 20 advisors and Davies said it is "a strong commitment to financial planning for a fund of our size."