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Showing 51 - 60 of 240 results for "Planning for"

AMP debuts hybrid retirement solution

ANDREW MCKEAN | TUESDAY, 18 OCT 2022

... an account-based pension and the Age Pension. "The different options allow advisers and their customers to begin planning for retirement earlier, draw higher rates of retirement income and take advantage of superior tax and Centrelink strategies," he ...

FPA seeks broader scope for CSLR

CHLOE WALKER | MONDAY, 10 OCT 2022

... sector," it said. "To provide certainty to the profession and provide adequate notice of any change, which may require planning for business models to adapt, the review should be completed prior to the expiration of the ASIC levy freeze." The FPA added ...

Not ruling anything out: Insignia Financial

CASSANDRA BALDINI | FRIDAY, 26 AUG 2022

... to 20. Mota explained the business is still determining where those cuts will be made. "We are in the process of planning for that simplification now, that's exactly what we're determining. I think that final state is really important because ...

Young Australians more 'super savvy': Equip

ANDREW MCKEAN | MONDAY, 11 JUL 2022

... were oblivious to the amount of money they had in their super fund. Cameron called on younger people to begin their planning for retirement milestones by investigating their savings and capacity for additional super contributions.

Good isn't good enough for the super system: Byres

ANDREW MCKEAN | TUESDAY, 17 MAY 2022

... governance of super trustees, risk management and investment governance, operational risk management and strategic planning for positive member outcomes. Though going forward, to solve preeminent superannuation challenges, APRA said it would continue ...

ASIC scrutinises managed fund marketing

ELIZABETH MCARTHUR | WEDNESDAY, 23 MAR 2022

... "ASIC remains concerned that managed fund promoters continue to target consumers, particularly retirees or those planning for retirement, with ambiguous or misleading performance and risk representations. Where we identify fund marketing of concern ...

New deputy chief at First Sentier

KARREN VERGARA | FRIDAY, 4 MAR 2022

... company Mitsubishi UFJ Trust and Banking Corporation (The Trust Bank), working across corporate finance, strategy planning for asset management and investor services, and project management roles. He replaces incumbent Yutaka Kawakami, who returns to ...

Iress restructures investment management, advice roles

KARREN VERGARA | TUESDAY, 22 FEB 2022

... division for nearly five years and in total, has been with the AMP group for 11 years, starting out as head of financial planning for Hillross Financial Services and AMP Financial Planning. Before AMP, she worked at NAB as the head of franchise management ...

HESTA launches Future Planner tool

CHLOE WALKER | WEDNESDAY, 15 DEC 2021

... officer Josh Parisotto said many Australians believe they can't afford financial advice and find the prospect of planning for their retirement daunting. "It's a common misconception that financial advice is reserved only for the wealthy but that simply ...

Midwinter hires from Integrity Life

ANNABELLE DICKSON | MONDAY, 1 NOV 2021

... after Andrew Zietara joined Midwinter as head of product earlier last month. Zietara was previously head of financial planning for Queensland for Hillross and AMP Financial Planning.

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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