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Showing 31 - 40 of 244 results for "Planning for"

GSFM to distribute new strategy in Australia

ANDREW MCKEAN  |  MONDAY, 27 MAY 2024
... superannuation funds, foundations, families, and high-net-worth individuals has been positive, so much so that GSFM is planning for a fund launch as early as Q3 2024. EQMC is managed by a multi-disciplinary 14-member investment team spearheaded by Alantra ...

Former licensee chief takes new role

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... previously served as head of advice business services at Colonial First State and led strategy for Commonwealth Financial Planning for two years. She also held senior roles at ANZ in advice and lending. "Helen is an experienced wealth management executive ...

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... their clients. Concurrently, Bell Potter Capital, a sister company, was offering lending solutions internally and planning for external offerings. More recently, a third-party clearing capability was introduced, becoming fully operational in 2021. "We ...

ESSSuper faces class action threat over unpaid super

ANDREW MCKEAN  |  FRIDAY, 12 APR 2024
... ensuring that members receive what they were entitled to. "Superannuation is the most important aspect of financial planning for retirement in Australia and it's a basic expectation of workers that superannuation is paid correctly," Sharma said. In a ...

Retirement saving, investing daunting for women: Surveys

KARREN VERGARA  |  FRIDAY, 8 MAR 2024
... working and retired Australians released last year found a stark difference in confidence levels between men and women planning for retirement. According to Vanguard's How Australia retires study, almost half of Australian women do not have a clear ...

Impact of debt on retiree confidence a mixed bag

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
... debt, leaving more retirees exposed to interest rate fluctuations, and presenting an evolving challenge in financial planning for retirement." However, TAL and Investment Trends' recent Retirement Income report found fewer than 5% of retirees are concerned ...

Dexus finds next chief executive

CHLOE WALKER  |  MONDAY, 11 DEC 2023
... knowledge makes him the ideal successor, Negus added. Interestingly, Negus revealed the board has spent much of 2023 planning for succession, which also included executing a global search. "The board is confident that alongside our highly regarded executive ...

Changing retirement landscape needs regulatory framework: Actuaries Institute

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
... Actuaries Institute points out. Gale and Huppert said while financial considerations typically take centre stage when planning for retirement, it's the non-financial considerations that dictate whether one has a good retirement. They suggest individuals ...

Allianz Retire+ adds 'industry first' feature to AGILE

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2023
... withdrawal benefit. "After consultation with the advice and trustee community we know a key issue for some clients when planning for retirement is assessing eligibility for the pension," Allianz Retire+ chief product and marketing officer Simon Aboud ...

Industry needs better retirement advice blueprint: Expert

KARREN VERGARA  |  THURSDAY, 30 NOV 2023
... achieve better outcomes in retirement by incorporating newer and appropriate products in their recommendations. "Planning for retirement is complicated and with new products being launched, [navigating the retirement phase] is becoming more complicated. ...