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Showing 41 - 50 of 240 results for "Planning for"

NZ advisers begin new licensing regime

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
... give people greater confidence to go and get professional advice while making important financial decisions - like planning for retirement or getting the best mortgage structure or insurance policies - and greater confidence in whatever advice they receive," ...

Vanguard to close UK financial advice arm

CASSANDRA BALDINI  |  FRIDAY, 3 MAR 2023
... Platform but failed to gain significant interest from UK clients. "In the UK, we launched Vanguard Personal Financial Planning for clients of our existing UK Personal Investor platform with specialised retirement needs," a Vanguard spokesperson explained. ...

Australian dividends surge in 2022: Report

CASSANDRA BALDINI  |  WEDNESDAY, 1 MAR 2023
... wider margins, offset by a higher interest rate environment. Further dividend growth is possible, subject to prudent planning for rising levels of bad loans as economic growth slows. "Crucially, dividends are much less volatile than profits, while global ...

Dataset to ease policy planning for ageing population

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2023
With an ageing population but no accepted approach for measuring the age of retirement, KPMG has taken the same approach used to determine life expectancy to produce an age of retirement dataset. In producing the dataset, KPMG has determined the expected ...

Allianz Retire+ launches new retirement income solution

CASSANDRA BALDINI  |  MONDAY, 20 FEB 2023
Allianz Retire+ has launched its new retirement income product, designed to enhance the provision of retirement planning for advisers. Allianz Guaranteed Income for Life (AGILE), available in early March, is a next-generation retirement solution delivering ...

Australians are unprepared for retirement: Fidelity

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... particularly surprising because most of us say we want to transition into retirement and the evidence shows that actively planning for this phase of our lives makes the transition more successful." Concerned, Dinham added that many Australians will find ...

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... to allow them to manage portfolios centrally and efficiently." A spokesperson for the investment manager said the planning for the migration of the exiting FirstWrap and white label wrap members to CFS Edge is underway.

Australians worry about retirement - and maybe they should

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
... she said. The cost-of-living crisis has made it especially hard to plan for, she added. Optimum Pensions' ' Planning for retirement with confidence ' report noted that when it comes to retirement planning there's no crystal ball to determine ...

ASIC probes super fund, investment manager greenwashing

RACHEL ALEMBAKIS  |  FRIDAY, 4 NOV 2022
... domestic law reform and guidance, "informed by our engagement with international and domestic stakeholders," and planning for the future "by further developing ASIC's medium to long-term strategic approach in this space, and by strengthening our ...

UniSuper appoints new head of advice

JAMIE WILLIAMSON  |  FRIDAY, 21 OCT 2022
... a year and was previously general manager of MLC Advice for over two years. He is also a former head of financial planning for AMP Financial Planning and Hillross. At UniSuper, he is responsible for education and guidance, and all kinds of financial ...