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Showing 6901 - 6910 of 18271 results for "Plan"

Severe inadequacies in retiree portfolios: VicSuper

ALEX BURKE  |  MONDAY, 9 JAN 2017
New research by $16 billion superannuation fund VicSuper suggests up to 50% of retirees aged 75 to 79 with defensive portfolios will outlive their savings. More broadly, the research also found that around 30% of retirees in that age bracket, regardless ...

Will 2017 be a mirror image of 2016?

BENJAMIN ONG  |  MONDAY, 9 JAN 2017
Out with defensives, in with risks and cyclicals. The year 2017 started where 2016 left off - good tidings and cheers on the global economy and risk appetites. If there are lessons that you, I and Irene should learn over the year just passed, it is ...

Aussie advice firm sold to US risk manager

DARREN SNYDER  |  THURSDAY, 5 JAN 2017
Brisbane-based wealth management consultancy Complete Financial Balance is being acquired by the Australian arm of Arthur J. Gallagher & Co. The transaction marks a continued Australian expansion for the US-owned AJG. The firm acquired Perth-based workplace ...

Advisers must be tribal: Stackpool

JAMIE WILLIAMSON  |  THURSDAY, 5 JAN 2017
... good'," Stackpool said. "If we want a better approach, let accountants account, let bankers bank, and let financial planners plan. If we want advisers to challenge and support more of us to achieve our goals, let's get some tribal approaches to chase ...

Advice from abroad

STAFF WRITER  |  WEDNESDAY, 4 JAN 2017
An expat, a father and lover of all things social, Brett Evans is not your average financial adviser. From an early age Evans knew finance was the right place for him and flourished in the uncertainty and challenge of each day. "I love the industry ...

FSC speaks out against elder financial abuse

JAMIE WILLIAMSON  |  TUESDAY, 3 JAN 2017
... Commission's proposed amendments to help combat elder abuse. The FSC commended the commission's development of a national plan to address elder abuse, particularly a reform that would see the creation of potential avenues to empower financial services ...

Self-doubting Aussies falling short

JAMIE WILLIAMSON  |  TUESDAY, 3 JAN 2017
Just one in four Australians has a financial plan, indicating a lack of confidence in dealing with money and investments. This is a key finding of the latest MLC Wealth Sentiment Survey released last week. It also shows that 50% of Australians believe ...

Goldman Sachs fined $120m for rate rigging

JAMIE WILLIAMSON  |  FRIDAY, 23 DEC 2016
Goldman Sachs will pay a $120 million penalty for attempting to rig global benchmarks for interest rate products. The US Commodity Futures Trading Commission found that, between January 2007 and March 2012, traders in New York - including the head of ...

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
1. Wealth division overhauled in latest NAB restructure Three members of NAB's executive leadership team left the company in July following an extensive organisational restructure which saw wealth management and personal banking brought under the same ...

Medium risk for terrorism funding in financial advice

ALEX BURKE  |  THURSDAY, 22 DEC 2016
A Federal Government agency says there is a medium level of risk for money laundering and terrorism financing in the Australian financial planning industry. The Australian Transaction Reports and Analysis Centre (AUSTRAC), the government's financial ...