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Showing 691 - 700 of 1637 results for "Study"

Milliman launches course correction tool for retirees

ALEX BURKE  |  TUESDAY, 10 APR 2018
... products. But we're not exploring the immediate volatility issue with as much nuance." Research on Even Keel uses a case study whereby a retiree couple have invested $525,000 in an 80/20 fund just before the GFC. When the crash occurs, the value of this ...

Spotlight on financial elder abuse

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... It can sometimes be that the abuser has a mistaken sense of entitlement to something," she explained. Glomb cited a case study in which an older person transferred the title of her home to her son. The son agreed to provide ongoing care, support and ...

FASEA standards still lacking: FPA

ALEX BURKE  |  THURSDAY, 5 APR 2018
... Standards and Ethics Authority education standards do not give sufficient recognition to existing advisers who have completed study, according to FPA chair Neil Kendall. The FPA has issued an online questionnaire to its 13,700 members to gather feedback ...

Pre-retirees confident about nest egg: Poll

KARREN VERGARA  |  MONDAY, 26 MAR 2018
... outside of super were the most secure about retiring financially secure. Qantas Super chief executive Michael Clancy said the study's results speak strongly about the need to improve financial literacy so Australians are equipped with the knowledge to ...

Don't fear the inflation reaper: Capital Group

ALEX BURKE  |  THURSDAY, 22 MAR 2018
... "some managers who have only performed over a 10-year period. That is to say, only through a period of deflation. Anyone can study history and see repeated patterns, but it helps to have a team of experienced long-term investors." Explaining how Capital ...

Industry responds to latest FASEA guidance

JAMIE WILLIAMSON  |  WEDNESDAY, 21 MAR 2018
... additional grandfathering arrangement for older advisers. "We will also argue that advisers should have the opportunity to do study in an area that will add value to their business and recognise their area of expertise...We also continue to seek a sensible ...

FASEA releases draft degree equivalence, Code of Ethics

JAMIE WILLIAMSON  |  TUESDAY, 20 MAR 2018
... financial advisers with a bachelor's degree in a related field will have to complete a bridging course comprising three units of study to meet the new standards, which FASEA said equates to less than one year of part-time study. For those advisers that ...

Responding to the revolution

JAMIE WILLIAMSON  |  THURSDAY, 15 MAR 2018
The digital transformation and casualisation of the workforce is the fourth industrial revolution in action and superannuation funds can find lessons in history on how best to respond. Addressing the Conference of Major Superannuation Funds in Brisbane ...

FinTech Australia appoints interim chief executive

DARREN SNYDER  |  MONDAY, 12 MAR 2018
... Female Founders committee. In a social media post the departing Szetho said her resignation was catalysed by her partner's study visa running out this month and hinted at an ambition to further her career in Asia. She departs after about two years in ...

Women-led super funds outperform again

ALEX DUNNIN  |  THURSDAY, 8 MAR 2018
... senior leadership roles that are held by women - board chairs, chief executives, trustee directors or senior managers. The study analysed not-for-profit super funds because these funds have trustee boards which directly oversee the product offerings ...