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Showing 191 - 200 of 245 results for "Planning for"

More to retirement than super: planner

ELISE BURGESS  |  TUESDAY, 7 DEC 2010
... 30,000 people in 26 countries, concluded retirement planning is being left too long by most individuals. AXA said planning for retirement should start in people's 30s, not their 50s, which is the current standard of practice. "Our survey found 73 per ...

Trustees must raise bar on governance: ASFA

RUTH LIEW  |  WEDNESDAY, 13 OCT 2010
... to have a much higher level of responsibility." The paper outlines 47 practices, including tenure and succession planning for the trustee board, code of conduct, conflicts and board assessments and accountability to members. Issues surrounding engagement ...

AMP appoints business partnership manager

MEDIA RELEASE  |  WEDNESDAY, 29 SEP 2010
... will look after North Queensland, covering the area north from Rockhampton and west to Mt Isa. AMP head of financial planning for Queensland, Bill Justo, said the appointment reflected AMP's commitment to supporting its expanding network of financial ...

Snowball stays on track

ELISE BURGESS  |  TUESDAY, 24 AUG 2010
Snowball Group Limited saw funds under management and advice rise 19 per cent to $4.8 billion and management is planning for a busy year ahead. Snowball announced that its underlying NPAT up 2 per cent to $6.2 million, while its funds under management ...

AMP fin centre opens first fee-for-service shopfront

RUTH LIEW  |  WEDNESDAY, 11 AUG 2010
... need, whether it's increasing their savings; protecting their income; maximising their super; owning their home or planning for their retirement." In a press statement, Guggenheimer said planners who wanted to make the move to a self-employed environment ...

New benchmarks for better retirement: ASFA

MICHELLE BALTAZAR  |  TUESDAY, 29 JUN 2010
... the Westpac ASFA Retirement Standard will ensure that it remains relevant to the needs of both retirees and those planning for retirement," said Pauline Vamos, ASFA chief executive. "The enhancements made will also make it easier for retirees to adjust ...

ASX targets ETF growth market

MICHAEL HOBBS  |  WEDNESDAY, 24 MAR 2010
... The pipeline building up for us is extremely deep and broad in terms of the range of ideas," said Murphy. "We are planning for the next three years and ETFs are a key focus in our business plan in terms of ramping up what we currently do." He said the ...

VISSF appoints mandate with State Trustees

RUTH LIEW  |  THURSDAY, 26 NOV 2009
... pertaining to super and pensions. Others were also seeking direction on applying for the First Home Buyers Grant, planning for the education of children, wealth creation and family trusts, among others. "The arrangement with State Trustees will fill ...

Faith in fee for service

MICHAEL HOBBS  |  FRIDAY, 20 NOV 2009
... Planning Association of Australia's (FPA) National Conference in Melbourne, Rhonda McKenzie, financial planner at Planning for Life, said one of the biggest challenges in implementing a fee-based remuneration approach came from the firm's planners. "This ...

Mercer restructures outsourcing business, Walters exits

MICHAEL HOBBS  |  MONDAY, 14 SEP 2009
... joining Mercer, Walters was head of financial planing at Citigroup and previously held positions as head of financial planning for Westpac/BT and was chief executive officer of Merrill Lynch and HSBC's joint venture in online investing and banking. Mercer ...