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Showing 621 - 630 of 1514 results for "Save"

Wills should be reviewed, not refuted: EQT

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... wills should be reviewed at least every three years, Hardy believes. "It doesn't have to be a demanding process, and it could save your family distress and a legal bill of thousands of dollars - well in excess of the money you would spend on a review," ...

Business benefits of managed accounts mounting

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... clients in the past 12 months. The findings support the rapid growth of managed accounts, with advisers seeking new ways to save time, reduce paperwork and have more time to spend delivering holistic advice, BT's national manager of product development ...

Advisers must provide more than financial health checks

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Any financial adviser that isn't asking clients the same questions their doctor would is failing to act in the client's best interest. That is the opinion of Sydney advice firm Leading Advice managing director Katrina Haskew. She believes advisers must ...

Cyber training is advice value-add: AUSTRAC

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
AUSTRAC director strategic intelligence and policy David Hawkins believes there are opportunities for financial advisers to value-add by providing cyber training services. Speaking at the AFA 2017 National Adviser Conference on the Gold Coast, Hawkins ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... are hard-wired to prioritise present wants (instant gratification) above their future needs, hence the failure of many to save enough for their future. One way to shortcircuit this is to make the future more tangible to the client, through simple exercises ...

Advisers back higher education standards

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
... for nothing more than a 20-year old diploma," she says. Those still not convinced should begin weighing their options, to save working to the end only to offload their business at a fire sale price, Sinclair advised. This is an extract of a news story ...

FPA celebrates World Financial Planning Day

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... great initiative that will raise awareness of the financial planning profession and how FPA members can help Australians save and invest to improve their financial wellbeing and build a better future. We look forward to celebrating this special day with ...

Physical health inspires financial health

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
Financial advisers looking to attract new business should look to the local golf course with research showing golfers are most likely to seek financial advice. The latest study from AMP reveals golfers (57%) and cricketers (51%) are more inclined to ...

NZ manager launches retirement product

EMMA RAPAPORT  |  MONDAY, 25 SEP 2017
Simplicity, a New Zealand investment manager which provides a KiwiSaver superannuation product, is launching a new fund to guarantee member's income through retirement. From age 65, members of the Simiplitcy KiwiSaver Scheme invested in the guaranteed ...

Turning lazy cash into super savings

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
... superannuation account on a monthly basis. Carrott founder and managing director Christian Raftery said the app empowers consumers to save money towards retirement, whilst gaining a better understanding of their finances and achieving financial wellness. ...