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Showing 41 - 50 of 74 results for "Retirement advice"

Planners preferred over super for wealthier retirees: Research

ALEX BURKE  |  WEDNESDAY, 7 FEB 2018
Financial planners are significantly preferred over super funds as a source of retirement advice for Australians with account balances over $100,000, according to Investment Trends research. Overall, the research found that Australians are most inclined ...

Retirement fintech makes senior appointment

DARREN SNYDER  |  WEDNESDAY, 16 AUG 2017
... Essentials said more than 700 Australians retire every day, many of whom do not have access to affordable, tailored retirement advice. "Our technology-led, adviser assisted service will give even more Australians, who are in or transitioning to retirement ...

Retirement advice will take hit from education reform

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
Australian baby boomers will struggle to receive quality financial advice as experienced financial planners continue to offload practices at bargain prices in the face of regulatory reform. As more high-level advice needs grow for Australians facing ...

An institutional approach to retirement advice

ALEX BURKE  |  TUESDAY, 25 JUL 2017
Retiree portfolios stand to benefit from the asset-liability management used by institutional investors, according to AMP Capital senior portfolio manager Darren Beesley. Speaking at the inaugural Financial Standard Best Practice Forum on Retirement ...

ASIC watching SMSF advice closely

JAMIE WILLIAMSON  |  MONDAY, 20 FEB 2017
... 'shadow shopping' over the next 12 months in the sector to achieve a "real-time, on the ground picture" of the retirement advice that's currently being offered, utilising data provided by the ATO. "This is so that we can get a sense of where things are ...

How a niche can add value

MARK SMITH  |  THURSDAY, 6 OCT 2016
... ageing population, we feel like demand for our advice will only increase," he said. Reed added that his firm, The Retirement Advice Centre, has also been embracing new technologies to expand its client communication strategy beyond traditional one-to-one ...

PSK completes acquisition of Sydney firm

KERRIE SYDEE  |  TUESDAY, 16 AUG 2016
... advice. The group offers a range of financial advisory services including investment and financial planning/retirement advice. Legan principal Douglas Latto said PSK was selected because of the similarity between the two firm's core beliefs, to help ...

SMSF advisers face demanding year

MARK SMITH  |  TUESDAY, 2 AUG 2016
... are the only association that has both accreditation and qualification programs in SMSF and complex tax and retirement advice," George said. "You can choose a career in SMSF advice either through the association or continue your higher education through ...

Link Group rebrand signals expansion

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
... anticipates the amount of advice given to increase to 50,000 over the next three years as funds shift their focus to retirement advice and member retention in retirement. Commenting on the rebrand, Money Solutions chief executive Ross Bowden said: "Advice ...

FPA National Roadshow emphasises value of advice

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
... the second half of the event focuses on changes affecting retirement income streams and planning and the role retirement advice can play in building a stronger practice. "Ultimately, we want to help financial planners deliver the best possible client ...