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Showing 71 - 80 of 298 results for "Retirement planning"

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 ...

Rethinking retirement: Focus on spending, not saving

ANDREW MCKEAN  |  FRIDAY, 21 JUL 2023
... a difference," Rawlinson said. He also mentioned the potential of the 'income layering' concept in retirement planning, suggesting that broader awareness of such strategies could be beneficial. Meanwhile, Hillier mentioned the pivotal role advice ...

Super members want free advice: Survey

KARREN VERGARA  |  THURSDAY, 25 MAY 2023
... the ability to make informed decisions about savings, debt, mortgage, and rental stresses, investments and retirement planning," he said. Otivo chair Ian Knox said that legislative support from the government enabling super funds to have payment of advice ...

Work, retirement redefined: Vanguard study

CHLOE WALKER  |  MONDAY, 8 MAY 2023
... opposed to younger Australians who might be more idealistic about earlier retirement or haven't yet given retirement planning appropriate thought," Vanguard suggested. When contemplating their desired yearly income during retirement, working-age Australians ...

Link to offer Allianz Retire+ solution to super funds

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... retirement platform aims to provide super funds and their members with a total picture of wealth supporting the retirement planning, income, and advice experience. Link Group chief executive retirement and superannuation solutions Dee McGrath said the ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... primarily focused on accumulation rather than retirement. However, with an ageing population and shift towards retirement planning, spurred by the introduction of the Retirement Income Covenant, funds are in prime position to engage with members. "Superannuation ...

Vanguard to close UK financial advice arm

CASSANDRA BALDINI  |  FRIDAY, 3 MAR 2023
... adaptable, forms of financial planning from Vanguard. We have therefore taken the difficult decision to close the retirement planning service. "We are committed to the development of further financial guidance and advice services, to give investors the ...

Economic landscape spurs advice model rethink

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... are adding value in areas such as budgeting and cashflow management, debt, superannuation, tax, Centrelink, retirement planning, estate planning and aged care, Desktop Broker found. Additionally, advisers are increasing the provision of financial education ...

Allianz Retire+ launches new retirement income solution

CASSANDRA BALDINI  |  MONDAY, 20 FEB 2023
Allianz Retire+ has launched its new retirement income product, designed to enhance the provision of retirement planning for advisers. Allianz Guaranteed Income for Life (AGILE), available in early March, is a next-generation retirement solution delivering ...