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Showing 901 - 910 of 1954 results for "Generation"

Navigating the new Pensioners Loan Scheme

KANIKA SOOD  |  THURSDAY, 6 JUN 2019
... Retirees must also consider if the scheme could erode the inheritance they pass on to their children, if the latter generation has to pay their outstanding loans. "For retirees the Pensioners Loan Scheme provides an opportunity to free up some equity ...

Australians retire too wealthy: Grattan

ELIZABETH MCARTHUR  |  TUESDAY, 4 JUN 2019
The Actuaries Institute's annual summit has seen a fiery debate between the chief executive of the Grattan Institute and Mercer's David Knox over ideal retirement incomes. Grattan Institute chief executive John Daley and Mercer senior partner ...

New tax-effective Aussie shares fund

KANIKA SOOD  |  THURSDAY, 30 MAY 2019
... new fund aiming to solve the problem. Redpoint Investment Management is starting a quantitative equities fund with Generation Life that aims to return 1-2% higher after-tax returns than the S&P ASX 200 benchmark would do, at a 65 bps fee. The portfolio ...

Compulsory super detrimental: Research

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 MAY 2019
... homeownership should rank above increasing superannuation balances," CIS states. "For millennials in particular, the first generation to enter the workforce with super contributions amounting to nearly 10% of income, these questions are crucial." CIS ...

Natixis backs gender diversity

HARRISON WORLEY  |  FRIDAY, 24 MAY 2019
... women's economic participation and access to opportunity, which is why improving participation by fostering the next generation of women in financial services is a crucial step in the battle for gender equality." F3 founder Camilla Love said the program's ...

FCA stokes intergenerational wealth debate

HARRISON WORLEY  |  THURSDAY, 23 MAY 2019
... approach to adapt to the "changing needs of the different groups within and between generations". "From Baby Boomers to Generation X to Millennials - everyone's financial needs and circumstances are evolving. It is clear each generation will have its ...

Spaceship searches for new chief

KARREN VERGARA  |  TUESDAY, 21 MAY 2019
... engage these young investors, and offer compelling products to redefine how financial services are delivered to a new generation of consumers."

Ken Marshman departs JANA

JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2019
... successful operating structure under management ownership, JANA said Marshman now believes it is time for the next generation of decision makers to make their mark on the business. "Ken Marshman has left an enormous legacy at JANA, being with us for ...

FCA begins financial advice market review

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2019
The UK's financial services regulator is reviewing the state of the financial advice market to determine how well it is delivering on consumer outcomes. The Financial Conduct Authority is requesting feedback on its two major initiatives that sought ...

Advisers loyal to XPLAN: Report

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... to business and practice management, goal-based client discovery processes and improving usability. "These new third generation Australian planning applications reflect the shift to a goals-based advice process in tandem with the need to deliver enhanced ...