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Showing 191 - 200 of 310 results for "Retirement planning"

Australia joining global retirement focus: Challenger

DARREN SNYDER  |  FRIDAY, 20 MAY 2016
... pay from an agreed age in the future. Perhaps, average life expectancy. In this way, a key uncertainty in retirement planning is removed." Benari made it clear he was not advocating everyone should put their money into annuities and cited the asset allocation ...

AZ NGA subsidiary acquires $97m Adelaide practice

ALEX BURKE  |  TUESDAY, 26 APR 2016
... Based in Adelaide, BCM has over 400 clients representing $97 million in funds under advice. It advises on retirement planning, investments, insurance, self-manage super fund administration and estate planning. The acquisition will bring Pride Advice's ...

AZ NGA acquires Fortnum-aligned advice group

ALEX BURKE  |  WEDNESDAY, 13 APR 2016
... PAG employs five planners and four client service managers and advises on investment and asset allocation, retirement planning, insurance, strategic planning, aged care and philanthropy. Under the terms of AZ NGA's acquisition, the agreement includes ...

CFS upgrades FirstChoice and FirstWrap

MARK SMITH  |  THURSDAY, 17 MAR 2016
... retirees and their advisers such easy and convenient access to the leading term and lifetime annuities for retirement planning," Chun said.

Super tax concessions no gift

DARREN SNYDER  |  FRIDAY, 11 MAR 2016
... contribution changes occurred in 2007, 2009 and 2013," Rowe said. He said constant changes to superannuation makes retirement planning impossible to get right, and undermines people's faith in a system where decisions they take today have an impact in ...

Advisers looking for longevity and aged care solutions

ALEX BURKE  |  WEDNESDAY, 9 MAR 2016
Aged care and longevity risk in retirement planning are becoming key concerns for financial advisers, as demonstrated by the first Challenger Financial Standard Technical Services Forum. Challenger head of technical services Andrew Lowe spoke first ...

Challenger unveils new technical services scholarship

MARK SMITH  |  THURSDAY, 25 FEB 2016
... and advice professionals. The scholarship program offers two comprehensive courses: Aged Care Planning and Retirement Planning from the University of New South Wales. To be eligible, participants must attend all four Challenger Financial Standard Technical ...

Aviva Investors appoints national account manager

MARK SMITH  |  WEDNESDAY, 3 FEB 2016
... previously a director at Think Financial Planners, working across personal insurance, wealth creation and retirement planning. Prior to that, he spent 10 years with Perpetual Investments in various senior business development roles. "We are delighted ...

AZ NGA acquires second RI Advice practice

ALEX BURKE  |  TUESDAY, 2 FEB 2016
... Williamstown Financial Services and manages $134 million in funds under advice. It focuses on asset allocation, retirement planning, insurance, strategic advice and financial literacy education services. Speaking of the founders Jason Andrew, Bernie ...

Australians putting off retirement planning

MARK SMITH  |  THURSDAY, 21 JAN 2016
Nearly a third of the population aged 18 to 64 consider retirement too far away to plan for, according to a Roy Morgan survey of 50,000 people. This lack of planning and engagement in the process is likely to contribute to less-than-optimum superannuation ...