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Showing 471 - 480 of 690 results for "Legacy"

An institutional approach to retirement advice

ALEX BURKE  |  TUESDAY, 25 JUL 2017
... expenses of $100,000, $50,000 on annual holidays for 10 years, $100,000 in projected aged care expenses, $100,000 for a legacy objective and $100,000 as a contingency for health costs. Beesley said designing an asset-liability model this complex would ...

Generational change for La Trobe leadership team

JAMIE WILLIAMSON  |  TUESDAY, 18 JUL 2017
... was appointed group general manager before taking over as chief operating officer in 2000. "Brian has left an astonishing legacy that will not go unforgotten and we wish him the very best with his next chapter," La Trobe president and chief executive ...

SMSF software demand surges

KARREN VERGARA  |  THURSDAY, 6 JUL 2017
... months to June. Accounting practices recorded the greatest demand for the cloud-based SMSF software as they transition from legacy desktops to the cloud and real-time reporting, Class chief executive Kevin Bungard said. Accountants using Class technology ...

Wealth and investment leads Aussie fintech

EMMA RAPAPORT  |  WEDNESDAY, 28 JUN 2017
... who have left large corporate institutions to begin their own innovative startup companies that are unencumbered by large legacy systems," Szetho said. Szetho added the map also showed the many other growing areas of the Australian fintech ecosystem ...

The challenge of finding true active management

ALEX BURKE  |  FRIDAY, 23 JUN 2017
... portfolio managers are paid to gather assets." Finally, he said, investors have to consider fees, given the preponderance of legacy fee structures still in the market. Darren Hall was the recipient of the Sales Executive of the Year Award at the 2017 ...

Vale John O'Connell

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... through the website, preferring to integrate the automated offering into its platform. "We're committed to continuing John's legacy with automated and innovative investment advice," the Group said. "To fulfil John's vision to support advisers in efficiently ...

AMP improves life insurance offering

KARREN VERGARA  |  TUESDAY, 6 JUN 2017
... super. This is especially important for people without dependents who may value higher TPD coverage over the need to leave a legacy behind, Johnson added. The enhancements will help advisers grow their risk business while making it easier for people ...

Former AFA executive returns

JAMIE WILLIAMSON  |  FRIDAY, 2 JUN 2017
... expectations," Kewin said. "The AFA has always been strong in policy and professionalism and our new team continues this legacy, building on the great work done by those before them." Anderson has previously held roles with Colonial First State, Perpetual ...

BTFG drags Westpac performance

KARREN VERGARA  |  MONDAY, 8 MAY 2017
... period. Profit before tax of $564 million decreased by 11% as a result of lower advice income, transitioning customers from legacy products to lower-fee MySuper products, higher regulatory compliance costs, as well as a spike in general insurance claims ...

Trustee business names philanthropy manager

DARREN SNYDER  |  TUESDAY, 4 APR 2017
... long-term charitable approaches that make a real difference to the community. "A structured and effective philanthropic legacy enables our clients to give back to the community and to support charitable projects and initiatives, now and into perpetuity ...