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Showing 191 - 200 of 240 results for "Planning for"

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 ...

Free planning for members in need: Equipsuper

RUTH LIEW  |  FRIDAY, 11 SEP 2009
Equipsuper is hoping to give peace of mind to members in need by taking the extraordinary step of providing free planning services to members facing terminal illness. Equipsuper has introduced a new free service to members confronted with terminal illness ...

Duffield takes global role, Alcock promoted

COMPANY RELEASE  |  THURSDAY, 3 SEP 2009
... assuming his previous position. Duffield will be responsible for new growth initiatives, product development and planning for Vanguard globally, excluding the US. He retains his role as chair of the board of Vanguard Investments Australia. As a result ...

Adviser education bar too low

RUTH LIEW  |  FRIDAY, 31 JUL 2009
... qualifications to do what you need to do," he said. Adam Smith, an adviser who specialises in risk, estate and succession planning for the SME market, said that a Bachelors degree is merely a stepping stone in an adviser's career - the real test and ...

Trust launches strategy review

MICHAEL HOBBS  |  THURSDAY, 23 JUL 2009
... current financial conditions. Trust is a financial services company that provides estate and trust services, financial planning for private clients, health and personal injury assistance and funds management services to retail and intermediary clients. ...

Subsidise financial advice: Shiller

MICHELLE BALTAZAR  |  FRIDAY, 27 FEB 2009
Investors can be better protected from the next investment bubble if the government legislate subsidised financial advice and support an insurance scheme that will hedge home-owners against extreme property prices, said Dr. Robert Shiller, the author ...