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RETIREMENT
Financial planning
One in nine Australians aged over 50 expect to have $250,000 in unpaid debt in retirement – debt worries are leading to concerns about their ability to achieve their des...
Financial planning
Two actuaries have urged for an overhaul of the current retirement framework to better prepare Australians for the future and improve the accessibility of general financi...
People & Products
Financial advisers are increasingly turning towards lifetime annuities to meet clients’ needs in retirement, according to Challenger, while the government places more foc...
Superannuation
Financial services firms have responded to the government's latest consultation on retirement income and product development....
Financial planning
The Senate Economics Reference Committee has referred an inquiry into improving the Australian retirement system including insurance options, financial advice and product...
People & Products
Aware Super has released a tool called My Retirement Planner, which is expected to be launched widely in 2024, to provide insights into retirement confidence....
People & Products
The firm has tapped Catherine van der Veen and Lucy Foster to jointly manage client relationships, onboard key partners and oversee the implementation of new clients in a...
People & Products
Morningstar has hired former Adviser Ratings chief executive, Mark Hoven, to drive the firm’s expansion in the superannuation and retirement space....
Financial planning
A former super executive has set up a retirement coaching program, warning Australia’s ageing population might be overlooking important considerations as they step into t...
Funds management
APRA chair John Lonsdale believes it is a “strategic priority” that there is an appropriate suite of products for people approaching retirement, which could include from ...
Financial planning
EY believes there is a benefit for banks in returning to the wealth space and developing decumulation products for consumers entering retirement. ...
Financial planning
The value of advice is hitting home at retirement, according to AMP research, which reveals 75 per cent of older Australians find the retirement system too complex. ...
Financial planning
Two new reports from CFS and Challenger have highlighted the benefits consumers gain from seeking advice as over half of those aged 50 and over fear outliving their savin...
Financial planning
Data from Natixis IM has ranked Australia as third in the world for finances in retirement, but the nation’s overall ranking in the global retirement index has fallen by ...
Financial planning
New data from the Australian Bureau of Statistics has revealed which states are seeing growth in their retiree populations and becoming the go-to destination for older Au...
MARKET INSIGHTS
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Podcast
By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...
Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...
Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...