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Showing 1 - 10 of 12 results for Karren Vergara
I am a nearly 40-year-old female with over $154,000 in superannuation. That makes me an outlier. Measure after measure corroborates woeful facts that as a woman, I am expected to retire with about 45% ... Read more
Eight years ago, researchers from the University of Oxford analysed over 700 jobs to determine which will likely fall prey to computerisation. The famous research found insurance jobs (which had a good ... Read more
The subject of life insurance does not spark interest for many, typically because it's perceived as boring, complicated and expensive. Over the last decade, however, the life insurance industry accelerated ... Read more
Eight years ago, researchers from the University of Oxford analysed over 700 jobs to determine which will likely fall prey to computerisation. The famous research found insurance jobs (which had a good ... Read more
The corporate regulator justified the staggering 160% jump in the adviser levy, from the time it was introduced in 2017-18, as a consequence of advisers abandoning the industry. The levy for the 2019-20 ... Read more
As the global health and economic crises continue to roil equity markets, adviser-led investment strategies need to be actively monitored and managed not only to survive - but to thrive - in a post-COVID-19 ... Read more
In May 2019, Sunsuper completed its fourth merger in two years - this time it integrated 74-year-old corporate superannuation fund CBH Super. Last year, we talked to Sunsuper, Kinetic Super and AustSafe ... Read more
In the previous edition of Financial Standard, Karren Vergara explored managed accounts and how the $50 billion market impacts the lives of its ever growing client base. Managed accounts are clearly important ... Read more
The tide has turned. The skepticism that followed managed accounts in its early days has waned, says Cameron Harrison Private Wealth partner and Certified Financial Planner Anne-Marie Tassoni. Over the ... Read more
... platform to start tapping our emotional connections. In the latest Financial Standard edition journalist Karren Vergara has dedicated her cover story to the robo-advice conundrum and looks at how both ... Read more
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