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Showing 491 - 500 of 789 results for "Younger"

Guest of honour

ALEX BURKE  |  TUESDAY, 3 JAN 2017
... though, he feels this methodical approach gave him a much better understanding of the fundamentals of the industry than some younger entrants. "We didn't have calculators," he says, "so I got a very good understanding of how interest rates work. Nowadays ...

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
... ANZ ANZ's general manager advice and open market channels left the bank in February to pursue other opportunities. Neil Younger took the advice reins at ANZ in 2014 following the departure of Paul Barrett, who has since formed AZ Next Generation Advisory. ...

Strong SMSFs bridging gender super gap

JAMIE WILLIAMSON  |  THURSDAY, 22 DEC 2016
... by providing new advice designs and having proficient specialist members in this area," Slattery said. "It also shows younger people are being actively involved in their retirement income strategies, and this can only enhance their ability to achieve ...

Non-aligned advisers gifted growth opportunity

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
... do that. I woke up one day and realized I had lost contact with a client, I was losing contact with the clients and the younger advisers were gaining leverage by having that relationship and we were far less profitable than we are today," Henderson said. ...

Ord Minnett manager launches adviser social startup

ALEX BURKE  |  TUESDAY, 13 DEC 2016
... their choice. "For the clients, it's appearing like the adviser is posting this interesting content on a regular basis. Younger clients are screaming out to be engaged," he said. "And the benefits are obvious: the client feels better informed and more ...

Super clarity presents adviser opportunity

KERRIE SYDEE  |  FRIDAY, 9 DEC 2016
... still retire with up to $3.2 million in tax-free pension accounts by ensuring they are accumulating their super evenly. Younger couples who co-ordinate their plans also have improved chances of using tax effective catch-up contributions to their advantage ...

Tasplan launches lifecycle default super

ALEX BURKE  |  THURSDAY, 8 DEC 2016
... "In the Tasplan OnTrack option, members' investment strategy shifts in four stages from long term growth when they're younger to a safer approach as they get older. "This way, members are better insulated against big market shifts like the GFC, close ...

Millennials embrace Essential Super's digital presence

KERRIE SYDEE  |  TUESDAY, 6 DEC 2016
... "We are seeing real momentum build behind Essential Super as our easy digital access drives interest and take up from younger Australian workers," he said. "It's very encouraging to see this segment of the market engaging more with their super. It's ...

The rise of the robo-adviser

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
... robo-advice investment solution for their clients." The report also highlights that robo-advice is not exclusively for younger investors. Investment Trends' Peker said results from the US show robo-advice adoption is also high among lower balance pre-retirees. ...

Lifeplan bond 'highly recommended'

JAMIE WILLIAMSON  |  FRIDAY, 18 NOV 2016
... delivers important tax benefits to families. "It's also a great way for advisers to demonstrate the value of advice to younger clients, who want help achieving their medium term goals and meeting cost of living challenges," Walsh said. "There remains ...