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Showing 81 - 90 of 2693 results for "education"

Australians retiring later than global peers: Research

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... about their financial security in retirement. I believe this data highlights the growing need for financial advice and education from professional financial advisers." Unsurprisingly, Natixis found that inflation was the top challenge threatening retirement ...

NGS Super to debut retirement income product

KARREN VERGARA  |  MONDAY, 11 SEP 2023
... want a little bit of advice," she said. "They can opt to use a suite of features, which is essentially managed through education and communication on our end. It is fuelled by our existing investment option Retire Plus." Retire Plus invests in assets ...

Experience pathway enshrined in legislation

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... qualification. For financial advisers who are also registered tax agents, they're no longer required to meet the additional education requirements to be a qualified tax relevant provider. Assistant treasurer Stephen Jones said by better recognising the ...

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
... Sequoia made several senior appointments as of late, the latest being Jonathan Trapnell, who assists the group manage education and licensee partnership programs. Trapnell was previously Synchron's head of adviser support. Also in August, Martin ...

MA Financial strengthens lending business

CHLOE WALKER  |  MONDAY, 28 AUG 2023
... private credit - which can be structured on a variable rate basis - has been a standout performer. "So that continued education and work that we do with advisers and planning groups got momentum behind it five years ago, and our track record has performed ...

Former AFA president Dugald Mitchell remembered

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
... at the age of 89. Mitchell was an active member and leader of the AFA, playing key roles as a member of the National Education Committee and the Policy Advisory Committee. He also served as a political research officer and was president between 1987 ...

Foresters Financial launches tax-effective education bond

ANDREW MCKEAN  |  MONDAY, 21 AUG 2023
Foresters Financial has rolled out a new education bond, offering a tax-effective avenue for families to save for their children's education. The education bond operates under a "scholarship plan" framework, allowing bond administrators to benefit from ...

Industry Fund Services enters strategic partnership

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2023
... Fund Services (IFS) is partnering with the tech build and design unit of Boston Consulting Group to develop financial education and wellbeing solutions for super fund members. IFS will work with BCG X to "explore how the sector could work together to ...

MLC Life backs adviser platform

CASSANDRA BALDINI  |  WEDNESDAY, 16 AUG 2023
MLC Life Insurance has assisted the launch of Risk Hub, a new support platform designed to help advisers excel in risk advice. Risk Hub was officially launched this month by founder and former Zurich Financial Services head of digital Marc Fabris. It ...

ASX-listed firms partner for financial education

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
TIP Group and Clime Investment Management have joined forces to provide a financial education program that utilises the expertise of financial advisers. The two ASX-listed firms launched My Financial Fitness, which provides subscribers with online content ...