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Showing 171 - 180 of 310 results for "Retirement planning"

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 ...

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 ...