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Showing 201 - 210 of 348 results for "Baby Boomer"

Kenyon Partners renames to Connect Financial

LAURA MILLAN  |  MONDAY, 2 SEP 2013
... Financial Advice (FoFA) legislation, dealer groups will quickly turn their focus and attention to succession planning as Baby Boomer practice owners and advisers seek to exit the industry and retire. Connect is also confident that advice firms will be ...

One-third of US federal workers could retire

ALEX DUNNIN  |  THURSDAY, 29 AUG 2013
... intervention into the Syrian crisis. But the bigger influence on the retirement rush is that hundreds of thousands of baby boomer federal employees are becoming eligible for retirement and spurred by expectations of a prolonged freeze in government expenditure ...

Annuity sales reinforce solid Challenger result

MARK SMITH  |  MONDAY, 19 AUG 2013
Challenger Limited's total assets under management (AUM) has risen 34% to $44.8 billion in the 12 months to 30 June 2013 following record flows into its annuities and funds management businesses. Earnings before interest and tax stood at $365 million ...

Global aged care specialists eye Aussie market

LAURA MILLAN  |  FRIDAY, 16 AUG 2013
The increasing demand for aged care services in Australia and the lack of offers have caught the eye of international firms, some of which are beefing up to make an entrance Down Under. "We have been looking for partners in Australia and it's a challenging ...

Investors warned off making extra super contributions

MARK SMITH  |  THURSDAY, 11 JUL 2013
Anyone under 50 should invest the absolute minimum amount into their superannuation fund, according to well-known stock-picker Roger Montgomery. The fund manager's advice flies in the face of consensus thinking which says investors should take advantage ...

SelfWealth to distribute through BGL

LAURA MILLAN  |  TUESDAY, 2 JUL 2013
SelfWealth has signed a wholesale distribution agreement with software supplier BGL Corporate Solutions. The SelfWealth solution will be integrated into BGL's Simple Fund 360, which will be released later this year. BGL and SelfWealth will integrate ...

Aon Hewitt partners with EQT

JAMES FERNYHOUGH  |  FRIDAY, 28 JUN 2013
Aon Hewitt has selected Equity Trustees Limited (EQT) to provide an estate planning referral service for its advisers. The partnership will give Aon Hewitt's financial adviser network access to EQT's estate planning and wills specialists. "Australia's ...

AIA extends IP insurance to target baby boomers

JAMES FERNYHOUGH  |  TUESDAY, 18 JUN 2013
Life insurance company AIA Australia has extended its Income Protection benefit to include workers up to the age of 70, as baby boomers work beyond the traditional retirement age. AIA will also include true level premiums to age 70 for life cover, TPD ...

Lonsec and Milliman partner for post-retirement research

MARK SMITH  |  TUESDAY, 11 JUN 2013
Investment research house Lonsec and global actuarial and consulting firm Milliman have launched an initiative to focus on the changing retirement income landscape in Australia. Lonsec head of investment consulting Lukasz de Pourbaix said the investment ...

Insurance cover through super overlooked: survey

LAURA MILLAN  |  TUESDAY, 2 APR 2013
Baby boomers often don't realise that they are insured through their superannuation fund, a TAL survey found when only 31% of people aged 50 to 65 said they have insurance. According to TAL managing director Jim Minto, the figures should be higher because ...