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Showing 151 - 160 of 274 results for "Aspiration"

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 ...

Xero founder sells $94.5m in shares to fund philanthropy

ALEX BURKE  |  FRIDAY, 17 NOV 2017
Xero's founder and chief executive is selling three million Xero shares to fund philanthropic and social endeavours. In an ASX statement, Xero said Rod Drury's sale to institutional and professional investors at $31.50 per share was "likely successful." ...

StatePlus partners for holistic retirement transition

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
StatePlus has partnered with a specialist organisation to help mature age workers transition seamlessly and holistically to retirement. The collaboration with Perth-based Life Time Wise, a practice that coaches baby boomers on financial, workforce and ...

Advice improves lifestyle outcomes: Research

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
One of Australia's largest superannuation funds said more than three-quarters of advised Australians feel they are prepared for retirement. Launching its Value of Advice Report on day one of the AFA 2017 National Adviser Conference at the Gold Coast ...

Former super fund chief executive takes overseas role

EMMA RAPAPORT  |  MONDAY, 28 AUG 2017
A former chief executive of an industry superannuation fund has taken up leadership of Nambawan Super Limited, corporate trustee of the Public Officers Superannuation Fund based in Papua New Guinea. Paul Sayer, chief executive officer at TWUSUPER during ...

Blended models are the future of advice: HUB24

JAMIE WILLIAMSON  |  FRIDAY, 4 AUG 2017
The relationship between financial advisers and their clients is more important than ever as technological advancement continues to transform the wealth management arena. A new white paper from HUB24 and CoreData demonstrates that while technology stands ...

Super funds not future ready: Mercer

EMMA RAPAPORT  |  WEDNESDAY, 7 JUN 2017
... passionate about their brand identity and the connection they have with their members. Moreover, a trustee understands the aspiration of its members and a merger often presents a loss of brand, loss of governance structure and trusteeship," Walsh said. ...

Goals-based strategies valuable for retirees: Research

KARREN VERGARA  |  FRIDAY, 2 JUN 2017
Goals-based investing strategies have a greater chance of generating excess replacement income than annuities, an international study shows. Most retirement investment solutions are failing to meet the needs of future retirees, according to a study ...