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Showing 141 - 150 of 240 results for "Planning for"

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."

Australians ill prepared for financial future

STAFF WRITER  |  MONDAY, 22 JUN 2015
... goals and assets like a car, or supporting their family. "It is important to understand that you can never start planning for your financial future early enough. A financial planner can help you create, grow and protect your assets now and into the future," ...

Superannuation trustees under the spotlight: APRA

DARREN SNYDER  |  THURSDAY, 30 APR 2015
... their future strategy and putting in place concrete plans to address the issues ahead. "In some cases, this may mean planning for exit from the industry. This is particularly relevant for those trustees offering MySuper products. We would encourage all ...

Liam Shorte named FS Smileys Scholar of the Year

ALICE URIBE  |  FRIDAY, 14 NOV 2014
... that my focus on engaging with people on social media about taking control of their superannuation and proactively planning for retirement is successful and relieving recognition. The competitors were some of the best in the industry and I was to be ...

TAL's Minto to retire, new CEO named

LAURA MILLAN  |  WEDNESDAY, 24 SEP 2014
... October 1, 2014, and will replace Minto as TAL chief executive officer on April 1, 2015. "The TAL Board has been planning for TAL Group CEO succession transition for a considerable period of time and we are pleased to announce the appointment of a very ...