The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 100+ results for "Estate planning"|
|... They also don't incur capital gains tax when the ownership of the bond is changed; issuers often pitch them as estate planning structures that are faster and more effective than Wills. Platinum's competitor Magellan Asset Management also recently signed ...|
|... female advisers , which canvassed 400 US advisers, revealed that female CFPs tend to give more retirement and estate planning advice compared to male professionals. The research comes off the back of the CFP Board wanting more women to enter the profession ...|
|... Institute (GFPI), which was established in September 2019, provides educational resources such as tax, retirement and estate planning for advisers to help clients whose financial lives cross borders. Co-founder and executive director Ashley Murphy, who ...|
|... several partnerships over the years; HUB24, Count Financial and Macquarie are some examples. In 2018, it added an estate planning functionality will allow financial advisers using the myprosperity platform to generate a standard, legally binding will ...|
|AIA Australia has joined forces with a digital estate planning and asset protection service Your Wills. AIA customers can access the service later in the year, creating their Wills online in nine steps. AIA Australia chief executive and managing director ...|
|... Kelly in Newstead, Queensland. It advises high-net-worth clients including discretionary investment management, estate planning, insurance advice and superannuation services. "In Connectus, we have found a partner that understands our business and is ...|
|... client portals to facilitate digital onboarding. Family office and other specialised services like trusts and estate planning, valuation and insurance are also included, along with resources for talent management, compliance, finance, IT, operations ...|
|... underlying NPAT in 2018. IOOF retained the corporate trust business, which provides private client trustee services, estate planning and compensation trusts.|
|... Having adequate income to support living standards in retirement is not "building wealth per se or facilitating estate planning". It is about providing a safety net so that older Australians achieve a minimum standard of living in retirement and avoid ...|
|... Tools and Calculators Award. Generation Life is the winner of the Overall Investment Bond Excellence Award, Bond Estate Planning Award and Bond Child Policy Award. Australian Unity's FuneralPlan Bond won the Funeral Bond Award; it also took home ...|
IOOF has appointed ClearView's chief risk officer to a newly created role, with ClearView nabbing the former chief of risk for Commonwealth Bank's wealth management arm.
Verve Super has launched a gender diversity index and will subsequently change how it allocates members' funds based on how Australian companies perform against the index.
Plenary has bolstered its funds management business, nabbing seven professionals who all worked on one AMP Capital fund.
The corporate regulator is fighting tooth and nail to make National Australia Bank pay a hefty penalty for charging customers fees in return for no service.
|Brought to you by|
|20% EOFY discount for Financial Standard's premium subscription. Available until 30 June 2021.|