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Showing 191 - 200 of 297 results for "Retirement Planning"

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... million in assets under advice. It provides multiple advice services including investment and asset allocation, retirement planning and insurance. "We are thrilled to be able to announce our latest partnership with Wise Planners. Gareth and Shane have ...

FPA retirement planning scholarships awarded

ALEX BURKE  |  TUESDAY, 29 SEP 2015
... Planning Association of Australia and Challenger have awarded five UNSW scholarships for FPA members to study retirement planning. The scholarship winners are KeyPlay Financial Services' Anthony White, MyState Wealth Management's Philip Hall, BW Financial ...

AZ NGA acquires $180m CBA advice firm

ALEX BURKE  |  FRIDAY, 17 JUL 2015
... clients and has $180 million in assets under management. It provides advice on investment and asset allocation, retirement planning and insurance. It has won the Victorian and Tasmanian Financial Wisdom practice of the year award in 2006, 2011 and 2014. ...

New ASFA course focuses on post-retirement

STAFF WRITER  |  MONDAY, 16 MAR 2015
... focuses on member needs and key risks in retirement, as well as the development and delivery of income streams, retirement planning, social security payments, aged care and estate planning. It is aimed at administrators and contact centre staff working ...

AMP Capital joins retirement education portal

MARK SMITH  |  WEDNESDAY, 11 FEB 2015
... and the industry panel of asset managers. The six members of the panel provide views on issues related to retirement planning. "While much of the industry focus to date has been on the accumulation phase, there are many issues in the drawdown phase that ...

ASFA outlines spending needs of nonagenarians

MARK SMITH  |  WEDNESDAY, 14 JAN 2015
... accordingly." ASFA hopes the information will also help individuals and their financial advisers with their retirement planning. Released as part of a report 'The spending patterns of older retirees', the new standard found that older retirees spend ...

Countplus business acquires advice practices

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
... specialises in investment advice, insurance, securities, self-managed superannuation funds, business succession and retirement planning. The firm works under a fee-for-service model and has approximately $250 million in funds under advice and $1.5 million ...

RG146 "insufficient" on tax education: IPA

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
... investments, savings mechanisms, estate planning, debt management, government benefits, insurance needs and retirement planning." The IPA proposed that advisers undertake a course on taxation law that includes contents on transition to retirement, taxation ...

Young adults know very little about super

MARK SMITH  |  TUESDAY, 7 OCT 2014
... their superannuation accounts or retirement. At the same time, their attitudes towards superannuation and retirement planning could best be described as worried and sceptical," Professor Ian Ramsay of The University of Melbourne who led the study said. ...

Mercer reveals confronting life expectancy research

MARK SMITH  |  TUESDAY, 19 AUG 2014
... fact, it is risky for policy makers, superannuation funds and individuals to use average life expectancy for retirement planning." "Living well beyond the average changes the goal posts for retirement planning - it obviously means you need to save more ...