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Showing 41 - 50 of 239 results for "Elder"

Super for women under scrutiny

ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
A financial adviser has questioned whether superannuation needs to be tailored to women specifically, as female focussed funds - such as Verve and Fairvine - grow in popularity. Lusher Financial Services adviser Christine Lusher said she does not think ...

IOOF to provide fee relief to adviser network

ELIZA BAVIN  |  THURSDAY, 28 MAY 2020
IOOF has announced a new initiative that will see its network of financial advisers offer free financial guidance to local communities until the end of September. IOOF said it is providing fee relief to its advisers to volunteer 60 hours of their time ...

Small caps soar amid accelerated revolution

ALLY SELBY  |  THURSDAY, 21 MAY 2020
Although the last two months have been marked by increased volatility and disruption, small caps have largely outperformed. During March, small caps performed broadly in line with their larger counterparts, with the ASX Small Ordinaries Index dropping ...

New course helps advisers recognise financial abuse

JULIA NEWBOULD  |  TUESDAY, 5 MAY 2020
... lawyer and advisers as to what we can individually do to help. "We break down the differences between financial abuse and elder financial abuse, what are the signs to look out for and practical steps we can take to assist," Cassar said. After completing ...

Aussie analysts share COVID-19 investment tips

ALLY SELBY  |  THURSDAY, 30 APR 2020
With global markets rocking one way and the other in the last two months, it's not too far a stretch to imagine investors are feeling a little seasick, or at the least dumbfounded. Despite a recession knocking on the world's door, investors ...

Aussie at center of international scheme

ELIZA BAVIN  |  TUESDAY, 3 MAR 2020
An Australian has been named by the US Federal Trade Commission (FTC) as being at the center of a massive international business coaching scheme that "swindled" veterans and the elderly out of millions. Matthew Lloyd McPhee ran a scheme known as My ...

Elders FP to shutter

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
Elders Financial Planning will be wound down over the coming months, the dealer group has confirmed. In a statement to Financial Standard, a spokesperson for Elders Financial Planning confirmed a decision to close the dealer group was reached at the ...

Planners can prevent financial abuse

ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
... suggestions and escalate... Financial abuse can lead to other forms of abuse." Adult children are the most common perpetrators of elder financial abuse but McGowan said she's aware of cases where new friends suddenly come into the life of an elderly ...

Dealer group lead to depart

JAMIE WILLIAMSON  |  FRIDAY, 22 NOV 2019
The head of an IOOF-aligned dealer group will depart the business next week. Elders Financial Planning (EFP) has confirmed the resignation of Tony Beaven who has opted to return home to the United Kingdom. His departure, effective November 28, will ...

Tropical theme Ponzi scheme busted

ELIZA BAVIN  |  FRIDAY, 22 NOV 2019
Small business owners and seniors in Florida have been the victim of a tropical themed Ponzi scheme that is now under investigation by the US Securities and Exchange Commission. The SEC announced that it has filed an emergency action and obtained a ...