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Showing 41 - 50 of 247 results for "Nest"

Impact of debt on retiree confidence a mixed bag

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
... one in 10 Australians expect they will have enough savings for retirement, and one in three are not confident that their nest egg will provide for an adequate lifestyle. A key finding of the study was that one in nine expect to enter retirement with ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
Financial advice businesses must supercharge their capabilities, expand their capacity, and scale up to reach and serve more Australians. According to AZ NGA's paper, titled Ready or Not? A guide to building a super firm, the industry's current ...

Former JPMAM Australia head joins Nest

KARREN VERGARA  |  TUESDAY, 28 NOV 2023
The former J.P. Morgan Asset Management chief for Australia has taken on an executive post at UK pension fund Nest. Rachel Farrell, who was the country head of Australia for 10 years, was appointed to the role of director of public and private markets ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
Australian Unity entered into a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation ...

CFS Edge adds 25 managed accounts to menu

STAFF WRITER  |  MONDAY, 23 OCT 2023
Colonial First State has expanded the investment menu on its new platform, adding options from Atchison Consultants, Drummond Capital, and Russell Investments. It's also added a new nesting capability. From Atchison, CFS Edge has added four diversified ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... support their legacy wishes and this calls for expert support to navigate effectively." Consequently, the report notes that a "nest egg mentality" prevails in Australia, fuelled by uncertainty. This mindset often includes hoarding superannuation, a practice ...

Super tax change to impact SMSF members: Research

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... Earlier in the month, NFF chief executive Tony Mahar said farmers consider their land holdings as their primary retirement nest egg. "This practice is paramount in succession planning, where land assets are frequently transferred into SMSFs to facilitate ...

Farmers distressed by superannuation tax overhaul

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
... land assets. NFF chief executive Tony Mahar said: "They [farmers] consider their land holdings as their primary retirement nest egg. This practice is paramount in succession planning, where land assets are frequently transferred into SMSFs to facilitate ...

Colonial First State previews new MA offering

CHLOE WALKER  |  WEDNESDAY, 6 SEP 2023
Colonial First State (CFS) has revealed its new managed accounts offering, to be made available on the newly launched Edge platform. The Accelerate Series has been designed in response to feedback from financial advisers, helping them meet best interest ...

Munich Re targets AMP over alleged reinsurance misconduct

ANDREW MCKEAN  |  WEDNESDAY, 23 AUG 2023
AMP is facing legal action from global reinsurer Munich Re over potentially deceptive practices in past reinsurance arrangements. In a disclosure nestled within AMP's recent half-year results, it was revealed that AMP Limited and its subsidiaries, including ...