Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 141 - 150 of 296 results for "Retirement planning"

Advisers can fill aged care demand gap: Study

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2018
... practical tools and efficient planning software, she said. Reviewing portfolio construction guidelines for retirement planning to address clients' aged care needs throughout the retirement phase is also critical. "Successful dealer groups respond to ...

ATO warns SMSFs about risky arrangements

KARREN VERGARA  |  FRIDAY, 17 NOV 2017
... Australian Taxation Office issued a stark warning to self-managed superannuation fund members about entering risky retirement planning arrangements that could potentially be illegal. ATO deputy commissioner James O'Halloran urged SMSF trustees to be ...

Advisers grapple with client retention: Research

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
... enhancing perceptions of value and in turn, improving client retention. He added the most common unmet advice - retirement planning and budgeting - are fuelling the demand for advice, and significant opportunities exist for planners to effectively meet ...

StatePlus partners for holistic retirement transition

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
... contributing to society in a meaningful way when they retire, so by providing them with a unified approach to retirement planning their stress levels drop, they are motivated and they keep performing in the business," Kikeros said.

CommInsure adds new annuity strategy

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
... stress caused by uncertain life expectancy and longevity risk by no longer using it as the foundation for retirement planning. Developed in conjunction with Professor Emeritus David F Babbel from the Wharton School of the University of Pennsylvania ...

Colonial First State names new distribution head

ALEX BURKE  |  FRIDAY, 13 OCT 2017
... gaining a greater understanding of the challenges that advisers and customers face at the various stages of retirement planning. Chun's appointment follows the news that CBA's asset management arm, Colonial First State Global Asset Management, could ...

Fitzpatricks Group acquires financial advice firm

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
... Partners. The acquisition of Retirement Victoria, an ANZ-aligned advice firm which specialises in the provision of retirement planning, financial planning and risk insurance services, was confirmed by Fitzpatricks managing director John McMurdo to be ...

Spring FG to join dealer group ranks

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... Spring Financial Group will launch a full suite of dealer group services with a specialist superannuation and retirement planning firm among the first of its representatives. The ASX-listed advice group will begin offering dealer group services to financial ...

AZ NGA continues acquisition spree

ALEX BURKE  |  FRIDAY, 25 AUG 2017
... workplace superannuation arrangements as well as high-net-worth individuals. The firm offers wealth accumulation, retirement planning, insurance and strategic advice. As per AZ NGA's usual acquisition arrangement, the purchase includes a share swap of ...

Annuity sales soar as deferred products loom

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2017
... gaining a greater understanding of the challenges that advisers and customers face at the various stages of retirement planning. "Another priority is the importance of seeking advice earlier and how to ensure customers re-engage throughout their retirement ...