Search Results | Showing 641 - 650 of 1358 results for "Retiree" |
| | | Managed accounts are enabling an independent advice group to be more disciplined in its investment approach, and adding more value to the client relationship, according to its co-founder. GPS Wealth principal adviser and co-founder, Rob McGregor, who ... |
| | | | Financial advisers now have an additional solution for managing the cash flow needs of older clients, using their homes to develop and implement strategies for retirement. Fractional property investor DomaCom has received relief from ASIC to enable ... |
| | | | APRA deputy chair Helen Rowell believes that while the superannuation industry has a lot to be proud of, there's no room for complacency. Speaking at the Australian Institute of Superannuation Trustees Super Investment Conference, Rowell said now that ... |
| | | | An owner, developer and manager of retirement villages throughout the east coast of Australia is poised for further expansion following a majority equity investment from an industry superannuation fund. First State Super, manager of $85 billion in retirement ... |
| | | | According to Dundas Global Investors senior partner Alan McFarlane, the true architect of superannuation wasn't Paul Keating - it was Martin Luther. While he admitted it was a long bow to draw, McFarlane told delegates at the Australian Institute of ... |
| | | | Challenger annuities will now be available through AMP's adviser portal, marking one of the more historic partnerships since Challenger swapped its financial planning business for AXA's annuities portfolio in 2008. Financial advisers will now be able ... |
| | | | ... franking credits, while advantageous for foreign investors, has no benefits for domestic investors and in particular, for retiree investors. Morrison said he is unapologetic as the other small-to-medium sized businesses were benefiting. "The alternative ... |
| | | | An alarming number of pre-retirees are at risk of falling short of what is required for a 'comfortable retirement', according to research from MLC. More than half of those aged between 50 and 70 are on course to fall beneath the ASFA standard ($545,000 ... |
| | | | Superannuation savings climbed 10% in 2016-17 to reach $2.3 trillion, with performance income accounting for almost all the flows, according to figures released by APRA this week. Within segments, not-for-profit (NFP) funds climbed 12% to $983 billion ... |
| | | | A new platform is targeting investors directly with promises to save time and huge amounts of fees through the benefits of a managed discretionary account service. Touted as Australia's first direct-to-client automated alternative managed accounts offering ... |
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