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

Search Results

Showing 151 - 160 of 297 results for "Retirement planning"

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 ...

Advice too pricey for poor Australians

JAMIE WILLIAMSON  |  MONDAY, 7 AUG 2017
... majority of Australians who did visit a financial adviser in the last five years did so for superannuation and retirement planning. It indicates older Australians were much more likely to seek advice than younger people, according to the latest MLC Wealth ...

Baby boomers lag on retirement planning

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
... are yet to even draft a will. Despite this, investors want their children to be more knowledgeable around retirement planning with two thirds of respondents saying they want their adviser to also advise younger family members. The survey found the issue ...

Top trends reshaping Aussie superannuation

EMMA RAPAPORT  |  TUESDAY, 16 MAY 2017
... their members - from the very simplest online advice right through to the more complex, holistic financial and retirement planning," the report said. "With the robo-advice market predicted to grow significantly over the next few years, funds not investing ...

AZ NGA edges on $5bn with next acquisition

ALEX BURKE  |  THURSDAY, 11 MAY 2017
... employs nine staff, including two financial planners, and offers advice services including wealth accumulation, retirement planning, insurance and strategic planning. At the time of the purchase agreement, it manages about $170 million in client funds. ...

Sentry Group awards industry excellence

JAMIE WILLIAMSON  |  TUESDAY, 28 MAR 2017
... embraces technology in the efficient running of his business, and by choosing to specialise in retirement and pre-retirement planning, can focus his service on delivering the very best client outcomes within his specific market." Steven King of YV Financial ...

Estate agents to become RG146 certified

JAMIE WILLIAMSON  |  TUESDAY, 14 MAR 2017
... factual advice on what the products are and what they do," Gunning said. This includes loans, life insurance, retirement planning, general insurance, SMSFs, superannuation, managed property investments, securities and derivatives. As defined by ASIC ...

UniSuper partners to bridge financial literacy gap

JAMIE WILLIAMSON  |  FRIDAY, 27 JAN 2017
... management skills. MoneySavvy features content covering a range of topics including general budgeting and retirement planning to give women confidence in addressing financial challenges. UniSuper chief executive Kevin O'Sullivan said the management of ...

CPA creates planner education solution

EMMA RAPAPORT  |  FRIDAY, 20 JAN 2017
... Program." The four subjects include financial planning fundamentals, investment strategies, superannuation and retirement planning, and personal risk management and financial plan construction. While the course does not come with any prerequisites, the ...

Aussie advice firm sold to US risk manager

DARREN SNYDER  |  THURSDAY, 5 JAN 2017
... and asset protection, investment and portfolio administration, business risk insurance, estate planning and retirement planning. Arthur J. Gallagher & Co is an international insurance brokerage and risk management services firm. It is headquartered in ...