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Showing 201 - 210 of 297 results for "Retirement planning"

Cbus and FPA sign adviser referral deal

LAURA MILLAN  |  WEDNESDAY, 23 JUL 2014
... services," he said. "The program is expected to encourage deeper engagement among members with their super and retirement planning," he added. FPA chief executive Mark Rantall said tha: ""these formal arrangements with Cbus give us an exciting insight ...

Super isn't working for us, say baby boomers

JAMES FERNYHOUGH  |  MONDAY, 2 JUN 2014
... Boomers lack confidence in the stability of the system, and aren't planning on using it as a major part of their retirement planning. Nearly two thirds estimate they will need to rely on the age pension to supplement their retirement income, highlighting ...

US fight over adviser fiduciary rules nears end

ALEX DUNNIN  |  THURSDAY, 17 APR 2014
... will undermine efforts by employers and service providers to educate workers on the importance of responsible retirement planning and that they are concerned that this proposal will limit investment choices and drive up costs for the individuals it is ...

CommInsure wins AFA/PFL Life Company of the Year

LAURA MILLAN  |  THURSDAY, 13 MAR 2014
... Challenger Long Term Income Stream Award: Challenger Annuity & Income Stream Innovation Award: Challenger (UNSW Retirement Planning Course) Client Service Awards Underwriting Team of the Year 2013 Award: Macquarie Life Claims Team of the Year 2013 Award ...

More Australians opt for advice through super

JAMES FERNYHOUGH  |  MONDAY, 10 FEB 2014
... would go to their super fund for advice. The number one motivation for people to seek financial advice was retirement planning. Speaking to an audience largely made up of advisers working for industry and not-for-profit super funds, Peker said the figures ...

netweath platform to host SSgA Retirement Solution funds

JAMES FERNYHOUGH  |  MONDAY, 14 OCT 2013
... retirement, active retirement; and retirees aged 80 plus. The portfolios are expected to be used both for specific retirement planning but also by investors wanting a tangible absolute return stream as they incorporate a tactical and dynamic asset allocation ...

Zenith rates NSW Annuity Bonds 'recommended'

ALEX DUNNIN  |  MONDAY, 14 OCT 2013
... Waratah Annuity Bond "should be treated as a way to supplement income and used as part of a holistic approach to retirement planning rather than a singular solution".

Aussies mainly concerned about super and retiring

LAURA MILLAN  |  WEDNESDAY, 11 SEP 2013
Superannuation and retirement planning are the key areas of concern for Australians who decide to seek financial advice. The results from the Financial Planning Week organised by the Financial Planning Association (FPA) indicate that superannuation ...

Anne Street SMSF advice falls under ASIC radar

LAURA MILLAN  |  THURSDAY, 5 SEP 2013
... suitable alternative strategies that would have met clients' needs and to take into account clients' long-term retirement planning objectives. The group has not properly managed conflicts of interest where the advice provided to clients resulted in referrals ...

ASIC concerned over "pockets" of poor SMSF advice

LAURA MILLAN  |  MONDAY, 2 SEP 2013
... investors, suitable alternatives to an SMSF not considered and inadequate consideration of the investor's long-term retirement planning objectives. "We also found that investors were not warned about the very real risk of not having access to a statutory ...