Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 221 - 230 of 297 results for "Retirement planning"

Retirement funding needs aged care inclusion

MELANIE TIMBRELL  |  THURSDAY, 12 APR 2012
... cuts to public spending loom, wealth providers are warning the cost of aged care needs to be factored into retirement planning. "The likelihood of care and its associated cost needs to be recognised at the beginning of retirement, not when care looms ...

Flawed assumptions pushing RRR too high

ALEX DUNNIN  |  THURSDAY, 15 MAR 2012
... 2005 issue of the US Journal of Financial Planning that contained an article by Ty Bernicke entitled "Reality Retirement Planning: A New Paradigm for an Old Science" that argued pre-retirees are being cajoled into saving too much in their retirement ...

Target setting works for super funds

ELISE BURGESS  |  TUESDAY, 24 JAN 2012
... said Sara Higgins, PIMCO account manager. Higgins said that while DB and DC may have different structural retirement planning vehicles, the purpose of the structures to maximise savings and balance risk is the same. For a fund to rate either vehicle ...

Female SMSF trustees narrow gender gap

CLAIRE MCGREAL  |  MONDAY, 23 JAN 2012
... an increased interest among women to be more involved in the management of their finances when it comes to retirement planning which means there needs to be a greater focus among advisers on educating women in planning for their retirement." According ...

US planners want retirement product simplicity

ELISE BURGESS  |  THURSDAY, 19 JAN 2012
... and lifestyle. The US Financial Planning Association (US FPA) has released a study of 595 planners rating retirement planning strategies and their success. The study, "2011 Financial Adviser Retirement Income Planning Experiences, Strategies, and Recommendations ...

Issues beyond the FOFA horizon

ELISE BURGESS  |  WEDNESDAY, 18 JAN 2012
... been stronger due to an ageing population, consumer awareness of the service and the government's focus on retirement planning but that pricing pressures on the advice sector is forcing advisers to re-evaluate their targets markets and cutting their ...

Aussies have more faith in super: Mercer

CLAIRE MCGREAL  |  WEDNESDAY, 14 DEC 2011
... most out of their superannuation, and improving access to education and advice services to facilitate early retirement planning. Mercer's Superannuation Sentiment Index surveyed 1,001 full time workers aged between 25 and 65 years between 27 September ...

Super trustee guidelines for retirement estimates

CLAIRE MCGREAL  |  THURSDAY, 8 DEC 2011
... been granted class order relief, which is hoped will encourage people to engage more with their super and retirement planning. The regulator's "Superannuation forecasts" include tools such as ASIC's retirement planner on the MoneySmart website. ASIC ...

Adviser hiring blitz at Macquarie Private Wealth

ELISE BURGESS  |  THURSDAY, 10 NOV 2011
... and self-managed super funds and Bob Backer who will advise clients in the defence and public sector about retirement planning and super. Four advisers from Plan B Wealth Management have moved across to the Macquarie Private Wealth Perth office, namely ...

Matrix adds new member firm

RACHEL DAVIS  |  WEDNESDAY, 19 OCT 2011
... Advisory services a range of clients in the areas of wealth accumulation, superannuation, pre-retirement and retirement planning, personal and business life insurance, aged care and estate planning. The principal financial planner in the practice is ...