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Showing 161 - 170 of 310 results for "Retirement planning"

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 ...

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 ...