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Showing 1 - 10 of 100+ results for "Retirement"

New shareholder at Crescent Wealth

ELIZABETH MCARTHUR  |  THURSDAY, 5 AUG 2021
... as we work to provide all Australians and in particular the Australian Islamic community with ways to invest their retirement wealth without compromising their core values and beliefs," Hewson said.

RI Advice failed oversight obligations: Court

KARREN VERGARA  |  MONDAY, 2 AUG 2021
... caused to investors when advice is not appropriate. In some cases, Mr Doyle's clients were retired, or approaching retirement. Licensees need to have proper systems and processes in place to monitor the advice given by advisers to make sure consumers ...

Aware Super, VISSF merger to proceed

JAMIE WILLIAMSON  |  THURSDAY, 29 JUL 2021
... that would embrace our incredible history, align with our values and continue our efforts of fiercely pursuing better retirement outcomes for all our members - and Aware Super delivers on this," he added. Stewart flagged that Aware continues to search ...

IOOF advice outflows soar

ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
... portfolios, and relationships with more than 9000 financial advisers, supporting more than two million Australians with their retirement and investment decisions," Mota said. "This gives us a strong platform for future growth, including the enhanced ...

Mercer partners with platform

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 JUL 2021
... diligence on candidate investment strategies to help achieve their target outcomes," Mercer president of investments and retirement Rich Nuzum said. "By bringing together eVestment's data and analytics, with Mercer's research and intellectual capital ...

Super fund chair outlines future strategy

JAMIE WILLIAMSON  |  TUESDAY, 27 JUL 2021
... world that members today, and in the future, retire to is one that's safe and environmentally sound," he said. That retirement will also be aided by a strengthening of Catholic and Equip's retirement and lifecycle product suite, which is another ...

Vale Murray Wyatt

JAMIE WILLIAMSON  |  TUESDAY, 27 JUL 2021
... he served as chair of CPA Australia's Superannuation Centre of Excellence, was a former member of the National Retirement Savings Centre of Excellence, and was a member of the Superannuation Advisory Committee established by industry and the ATO ...

Advisers overlook home equity release strategies

KARREN VERGARA  |  THURSDAY, 22 JUL 2021
... release strategies, including a review of the government and private sector product options as part of a comprehensive retirement plan, he said. Half of the population analysed comprised 55-year-olds and over with an average net wealth of $1.53 million ...

SMSFA adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
The SMSF Association has welcomed back its former director following the completion of the Retirement Income Review and appointed BT's head of financial literacy & advocacy to its board. Deborah Ralston and Bryan Ashenden have been appointed as non-executive ...

ACSI names new president

KARREN VERGARA  |  WEDNESDAY, 21 JUL 2021
... promoting ESG issues and the positive impact this has on long-term investment value. "Managing ESG issues helps protect the retirement savings of superfund members into the future. Investors and companies must work together to tackle significant long-term ...
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