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Showing 161 - 170 of 297 results for "Retirement planning"

Robo-advice needs monitoring: IOSCO

JAMIE WILLIAMSON  |  THURSDAY, 22 DEC 2016
... use of the tools. The regulator reported that some automated advice firms are targeting scaled advice around retirement planning. ASIC also raised the concern that robo-advice may not be appropriate for some individuals and they may not realise the limitations ...

RI Advice launches retirement planning toolkit

ALEX BURKE  |  THURSDAY, 15 DEC 2016
... Addressing the needs of specialist retirement advisers, RI Advice conducted independent research to build its new retirement planning toolkit. The toolkit comprises insights from said research, client video case studies, direct mail templates and social ...

FPA recognises industry excellence

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... wetalkmoney was named the FPA Certified Financial Planner Professional of the Year for his efforts in transforming retirement planning, his dedication to ongoing education and his mentorship of those around him. In recognising Sandercock, FPA chief executive ...

Technical Services Forum shines light on leading specialists

ALEX BURKE  |  TUESDAY, 8 NOV 2016
Technical services managers from IOOF and ANZ took the scholarship awards for UNSW Retirement Planning and Aged Care courses at the final Challenger Financial Standard Technical Services Forum for 2016. Ling Wang and Rahul Sing, technical services managers ...

AZ NGA snaps up eighteenth firm

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... founded in Perth in 1989 and offers a full suite of advisory services to clients including wealth accumulation, retirement planning, insurance and strategic financial planning advice. On-Track is responsible for about $170 million of client funds and ...

Investment bonds key to secure retirement

JAMIE WILLIAMSON  |  THURSDAY, 6 OCT 2016
... uncertainty and need to think about alternative tax effective investment structures when it comes to their retirement planning. "The legislation reveals that making additional contributions to super may no longer be the best option for many when planning ...

Advisers welcome super changes but need stability

KERRIE SYDEE  |  FRIDAY, 16 SEP 2016
... these further announcements are going to provide more clarity to enable clients to move forward with their retirement planning." For Addario the biggest issue with further changes to the superannuation reform was that the unadvised Australian population ...

A former PM, a Harvard professor and an adventurer to headline AFA conference

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
... passionate about making retirement a positive experience for all Australians. Her research focuses on promoting retirement planning and identifying predictors of retirement adjustment for retirees. Earl will be involved with the plenary session with ...

Bentleys NSW takes the leap into financial planning

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
... "Our clients are often seeking support and guidance to navigate the complex landscape of superannuation and retirement planning. We want to be part of their journey, working with our clients as one unified team. The sooner we start planning together ...

Super funds struggling as member engagement decreases

ALEX BURKE  |  MONDAY, 8 AUG 2016
... industry needs to reshape the conversation they're having with younger members to recognise that phrases like 'retirement planning' aren't going to get the cut through they need to convince younger members that super is a viable investment for them in ...