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Showing 271 - 280 of 1867 results for "Young"

TelstraSuper launches option, retirement tool

KARREN VERGARA | TUESDAY, 31 OCT 2023

TelstraSuper has unveiled several features for its younger and older membership that include a new option and retirement planning tool, and enhancements to its self-managed investment platform. The new High Growth option comprises 90% growth and 10% ...

Cost-of-living crisis puts young members at risk: Rest

ANDREW MCKEAN | TUESDAY, 31 OCT 2023

Rest has reported that rising cost-of-living pressures are harming the mental health and financial future of young members, intensifying pre-existing concerns about retirement. A survey commissioned by the $75 billion industry fund revealed that 73% ...

Super member loyalty on the rise: Data

JAMIE WILLIAMSON | FRIDAY, 27 OCT 2023

Loyalty among superannuation fund members is at a three-year high, with just 18% now intending to take their retirement savings elsewhere. That's according to the latest CSBA FEAL Superannuation CX Benchmarking report, which surveyed more than 7200 ...

Lack of income stream drags local retirement system: Report

JAMIE WILLIAMSON | WEDNESDAY, 18 OCT 2023

... net replacement rate for average income earners; introducing a government superannuation contribution to primary carers of young children; and introducing a requirement to show benefit projections on members' annual statements. The worst grade given ...

New advice firm hits Melbourne

CHLOE WALKER | WEDNESDAY, 18 OCT 2023

... rather than just at review time." Sauer said Source Wealth will provide goals-based advice for all clients, ranging from young professionals to retirees, across cash flow and goals projections, budgeting, debt management, investments, superannuation ...

Family office executives take investment reins: Ocorian

CHLOE WALKER | THURSDAY, 5 OCT 2023

Improved professionalisation has seen a "significant transformation" in the family office sector, with executives increasingly empowered to manage family assets in-house, according to a new study by Ocorian. As part of the study, conducted earlier in ...

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA | WEDNESDAY, 4 OCT 2023

... up." This week, TWD launched Start Well, its financial literacy program for clients' children and grandchildren. "Helping young people start their financial empowerment journeys early on, means that they only need small actions now to create a big impact ...

Younger Aussies want advice but don't know how to get it: CFS

CASSANDRA BALDINI | WEDNESDAY, 20 SEP 2023

Over half of Millennial and Gen Z Australians are keen to seek financial advice but the bulk of them don't know how to access it, a study from Colonial First State shows. According to research commissioned by CFS, 53% of under 40s are open to advice ...

Aussie investors tighten purse strings: Survey

CHLOE WALKER | TUESDAY, 19 SEP 2023

Close to 80% of local investors adjusted their investment strategy towards a more conservative approach in the last six months, according to HSBC's latest investor survey. The second iteration of the group's Investor Insights Survey found that ...

Cost-of-living crisis will persist into future: Study

KARREN VERGARA | FRIDAY, 15 SEP 2023

The financial confidence of older Australians continues to take a beating thanks to mounting cost-of-living pressures, as many feel they will struggle with it well into the future, a new study shows. Eighty percent of people aged 50 years old and over ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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