Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 51 - 60 of 74 results for "Retirement advice"

Beddoes Institute announces MTA award winners

WHITNEY FITZSIMMONS  |  WEDNESDAY, 13 APR 2016
... Nationally taking the award for most trusted adviser was Greg Lourens from SAM Group, while David Reed from The Retirement Advice Centre was awarded most recommended adviser. Debbie Hudson's Wealth Fusion took the gong for most trusted practice and Hillross ...

New standards for member engagement

DARREN SNYDER  |  MONDAY, 8 FEB 2016
... channels. "As increasing number of members reach retirement, funds have a key role to play in the provision of retirement advice, particularly to members whom the adviser focused comprehensive advice model is unable to service," Webster said. "The differences ...

AFA winner highlights retirement fears

ALEX BURKE  |  THURSDAY, 17 DEC 2015
... "afraid" of retirement, and not just because of financial concerns. Speaking at a Zurich event in Sydney, The Retirement Advice Centre retirement adviser David Reed said he observed from 2010 onwards that many of his clients had set a "magic number" ...

StatePlus adopts FPA professional practice program

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
The 138 advisers operating under retirement advice group StatePlus have adopted the Financial Planning Association's (FPA) Professional Practice program. A total of 17 StatePlus regional offices and its 138 planners have signed up to the program. This ...

AFA Adviser, Practice of the Year named

MARK SMITH  |  WEDNESDAY, 28 OCT 2015
David Reed from The Retirement Advice Centre was presented with the 2015 AFA Adviser of the Year Award at the close of another successful national conference in Cairns. At the same time, Kearney Group took home the coveted Practice of the Year Award. ...

FPA retirement planning scholarships awarded

ALEX BURKE  |  TUESDAY, 29 SEP 2015
... population continues to age, it is important that financial planners are equipped to provide the best possible retirement advice." Challenger chief executive, distribution marketing and research Paul Rogan added, "This course is purpose-built and the ...

AFA announces awards finalists

ALEX BURKE  |  WEDNESDAY, 16 SEP 2015
... and Practice of the Year awards. 2015's Adviser of the Year grand finalists are Mr Insurance's PJ Byrne, The Retirement Advice Centre's David Reed and Affinity Private's Catherine Robson. The Practice of the Year finalists, meanwhile, are Announcer ...

High expectations suggests need for retirement advice

DARREN SNYDER  |  MONDAY, 17 AUG 2015
Generation Y is the most optimistic about their post-retirement incomes but whether they have the advice or knowledge to reach those high expectations is uncertain. A report released by State Street Global Advisors (SSGA) and Rice Warner today recommends ...

CommInsure annuities listed on CFS wrap platforms

LAURA MILLAN  |  TUESDAY, 30 JUN 2015
... we can more easily reach a wider target market, particularly advisers who are at the forefront of providing retirement advice and are essential to driving greater awareness and take up of annuities." Lytas explained that a "layered approach" or combining ...

Advisers turning to annuities for longevity risk

ALEX BURKE  |  MONDAY, 13 APR 2015
... guaranteed income in the past 12 months. "Planners continue to see a greater role for annuities as part of their retirement advice," said Investment Trends senior analyst Recep Peker. "In addition to already increasing usage, the intention to use annuities ...