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Showing 61 - 70 of 296 results for "Retirement planning"

Fidelity retirement specialist exits

ELIZABETH FRY  |  FRIDAY, 8 DEC 2023
... financial press and podcasts, he has said Australians are ill-prepared for retirement, lacking control in the retirement planning process. Plus, he reckons that less than half of the Australians surveyed are making an active decision about the end of ...

Changing retirement landscape needs regulatory framework: Actuaries Institute

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
... to our existing three-pillar system," said Gale. "People are also often after some general guidance about retirement planning rather than comprehensive financial advice, which can be hard to get and expensive. A help guidance and advice framework would ...

TelstraSuper launches option, retirement tool

KARREN VERGARA  |  TUESDAY, 31 OCT 2023
... TelstraSuper has unveiled several features for its younger and older membership that include a new option and retirement planning tool, and enhancements to its self-managed investment platform. The new High Growth option comprises 90% growth and 10% ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... many older clients, planning their legacy is a primary focus, and service offerings will need to evolve from retirement planning to estate planning to ensure their wishes are fulfilled. As it is now, a lack of financial confidence, uncertainty around ...

New advice firm hits Melbourne

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... investments, superannuation, insurance, asset protection, tax planning, government support benefits, aged care, retirement planning and estate planning. Interestingly, Source Wealth will also specialise in divorce and personal injury advice services. ...

Allianz Retire+ welcomes head of technical services

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... Retire+ team to provide technical support and educational resources to help advisers and superfunds navigate retirement planning. She will also assist in the rollout of the businesses' longevity Allianz Guaranteed Income for Life (AGILE) product, launched ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... areas among HNWIs - including inheritance and estate planning, strategies to reduce tax, portfolio review, retirement planning and intergenerational advice - but challenges and opportunities remain for advisers, and others in the financial advice industry ...

FSCP issues slap on the wrist to adviser

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... also inappropriately scoped being limited to superannuation products only when the clients were also seeking retirement planning advice." Subsequently, the adviser was given a written reprimand in breaching sections 961B(1), 961G, 961J(1) and 921E(3) ...

AZ NGA acquires stake in Sydney advice firm

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
... and expansion endeavours. Based in North Sydney, Foster Raffan iPlan specialises in wealth management and retirement planning and is led by principals Daniel Molesworth and Robert Wood. Its establishment came in mid-2021, resulting from the merger of ...

Advisers service 120 clients on average

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
... advisers at the end of the June financial year. The most in-demand software advisers want help with relate to retirement planning (32%) and cashflow modelling (31%). There is also strong demand for their technology to integrate with bank accounts, trading ...