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Showing 971 - 980 of 1873 results for "Young"

Government trials social impact investments

KARREN VERGARA  |  THURSDAY, 11 MAY 2017
... affordability pressures, the Government will also allocate $10.2 million over 10 years to improve housing and welfare outcomes for young people at risk of being homeless. Morrison expects the trials to commence July 2018 targeting youths aged 25 and ...

Netwealth welcomes new CFO

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2017
... managing director of BlackRock Australia, then Merrill Lynch Investment Managers, and held positions with ANZ and Ernst and Young earlier in his career. In a statement, Netwealth said: "Grant has had a long career working in the finance industry and ...

Tax breaks delivered to first home buyers

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
... offset from 1 July 2018. "An extended period of house price growth, particularly in Sydney and Melbourne, has resulted in young families delaying the purchase of their first home," budget documents say. While the scheme is loosely based on the Rudd government's ...

Downsizing measures present advice opportunities

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
Financial planners will have an easier time preparing for and sustaining clients throughout retirement thanks to new measures for retirees wishing to downsize the family home. It also presents a number of advice opportunities. The Federal Budget proposes ...

ESG holds key to adviser client retention

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
Financial advisers that aren't doing more to incorporate ESG concerns into investment portfolios may be left in the dust by millennials. With the new generation of advice clients driving the ESG conversation, Eaton Vance head of Australia Duncan Hodnett ...

Face-to-face advice rises at UniSuper

EMMA RAPAPORT  |  WEDNESDAY, 3 MAY 2017
UniSuper, the $60 billion superannuation fund for the higher education and research sector, says despite the rapid growth of robo-advice, meeting financial advisers face-to-face continues to grow as the preferred approach among its members. The fund ...

Pre-retirees robbing Peter to pay Paul: REST

EMMA RAPAPORT  |  TUESDAY, 2 MAY 2017
... balanced against saving for a comfortable retirement and decreasing pre-retirement debt. And Hill also has a message for young people: "The message is for every dollar you ask for now, it could mean that you're providing that and more at the other end ...

We must lead by example: Loane

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2017
... attitude. "Our superannuation system today defaults to ambivalence. Too many people in parts of the super system assume that young people, particularly young women, can't or won't make decisions about their long-term future, that they're chronically ...

Bennelong loses head of distribution

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2017
... previously head of distribution, has left Bennelong Funds Management, effective from April 2017, to spend more time with his young family who are located in regional NSW," the statement read. "Head of wholesale sales Jonas Daly, director of institutional ...

Fortnum names two key hires

DARREN SNYDER  |  MONDAY, 24 APR 2017
A former national manager at BT Financial Group is now heading financial advice at Fortnum Private Wealth. Joining Fortnum as head of advice is Kerry Thomas. She was previously national manager, practice advice, at BTFG and has more than 15 years' financial ...