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Showing 1861 - 1870 of 7203 results for "Retirement"

Lumiant receives $3m investment from US wealth manager

CASSANDRA BALDINI  |  FRIDAY, 3 JUN 2022
... is a leading independent, nationally recognised, fee-only firm offering investment management, financial planning, retirement planning, accounting, and family office service. It has $13.5 billion in assets under management and, as Lumiant's first US ...

Kate Howitt to leave Fidelity

CASSANDRA BALDINI  |  FRIDAY, 3 JUN 2022
Fidelity senior portfolio manager Kate Howitt has announced her retirement after almost two decades with the firm. Howitt, who has led the Australian Opportunities Fund since 2007, will step down in September but continue to oversee the transition of ...

Retirees doing it tough: ASFA

CHLOE WALKER  |  THURSDAY, 2 JUN 2022
... show the annual increase in the cost of living for some retirees is the largest seen in 12 years. According to ASFA's Retirement Standard figures for the March quarter, Australians aged around 65 living a comfortable retirement need to spend $65,445 ...

Stephen Jones confirmed as financial services minister

CASSANDRA BALDINI  |  WEDNESDAY, 1 JUN 2022
... said he "will be responsible for delivering on the promise to millions of Australians to secure a dignified life in retirement". "The government's unwavering commitment to lifting the super rate to 12% as legislated and support for policy foundations ...

BT answers advisers' top tax time questions

ANDREW MCKEAN  |  WEDNESDAY, 1 JUN 2022
... previously called the threshold removal a great win for workers and an important step towards securing working people's retirement. Advisers were also reminded that clients planning to make spouse contributions as part of their tax strategy should ...

AMP establishes AMP Investments

JAMIE WILLIAMSON  |  TUESDAY, 31 MAY 2022
... company's annual general meeting earlier this year, AMP chief executive Alexis George said the group will launch new retirement offerings later this year, saying AMP plans to be a leader in that space. She added that the group is reshaping its operating ...

Diversa culls more products

JAMIE WILLIAMSON  |  MONDAY, 30 MAY 2022
... potentially poor outcomes for members where there is insufficient scale." Meanwhile, the Allan Gray Superannuation and Retirement, Australian Practical Superannuation (AusPrac) and RetireSelect will become part of the YourChoice Super sub-plan. It said ...

A mixed year for super: KPMG

ANDREW MCKEAN  |  MONDAY, 30 MAY 2022
... members, the report added. Further to demographic shifts that have signalled a need for greater focus by funds on the retirement phase, the report also claimed consumer expectations of funds have and will continue to evolve. "Both the lived experiences ...

ClearView consolidates super, pension plans

JAMIE WILLIAMSON  |  FRIDAY, 27 MAY 2022
... a few years later in 1995. The decision by ClearView impacts about 5500 members with approximately $450 million in retirement savings. "The trustee has determined that transferring members via an intra-fund transfer to ClearView WealthFoundations is ...

Fossil fuel divestment bill passes California Senate

JAMIE WILLIAMSON  |  FRIDAY, 27 MAY 2022
... through the state's Senate overnight and, if passed by the Assembly, will see the California Public Employees' Retirement System (CalPERS) and the California State Teachers' Retirement System (CalSTRS) forced to divest their estimated US$9 ...