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Showing 201 - 210 of 244 results for "Planning for"

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 ...

Contributions, efficiencies still matter

ALEX DUNNIN  |  THURSDAY, 5 FEB 2009
... inhibit funds from making properly thought out investment decisions. "Increasing life expectancy means funds have to be planning for adequate retirement income for their members up until age 90," said Weaven. "Retail funds [with excessive fees] are subtracting ...

High school fin literacy for Aussies

RUTH LIEW  |  MONDAY, 10 NOV 2008
... choosing appropriate insurance. Meanwhile around 85 per cent already understand the importance odf learning more about planning for their financial future. The materials are available in hard copy and on CD-ROM and can be downloaded, free of charge ...

AFA names Adviser of the Year

RUTH LIEW  |  WEDNESDAY, 22 OCT 2008
... focused on the SME and professional clients market. Smith specialises in the areas of protection, estate and succession planning for individuals and businesses, and boasts 21 years experience under his belt. "Our search for excellence which has been ...

Browne & Co joins Securitor

MICHAEL HOBBS  |  TUESDAY, 15 APR 2008
... Torque and Asgard Wealth Solutions financial planning platform, AdviserNETgain. "Having outsourced our financial planning for a number of years, we decided that providing the advice in-house and being part of Securitor would deliver a better client outcome," ...

Women-friendly finance tips launched

MICHAEL HOBBS  |  FRIDAY, 4 APR 2008
... finance terms compared to 66 per cent of men. In addition, 78 per cent of women said they wanted to learn more about planning for their long term retirement, contrasting the level of interest from men at 77 per cent. As a result, the Financial Literacy ...

Vision Super teams up with CommInsure

MICHAEL HOBBS  |  MONDAY, 25 FEB 2008
... greater amount of interest in the super fund providing more benefits. "The superannuation industry isn't just about planning for retirement anymore, it's about providing members with quality financial services at a low cost. Our members and their families ...