POWERED BY MOMENTUM MEDIA
ANNUITIES
Financial planning
A concerted effort by Generation Life to target financial advisers has paid off as the firm reports “exceptional” inflows for the September quarter. ...
Financial planning
Confidence in retirement has weakened in Australia rather than strengthened, according to the latest Global Retirement Reality Report from State Street, but over a third ...
Superannuation
Financial services firms have responded to the government's latest consultation on retirement income and product development....
Financial planning
Being able to offer attractive retirement income products will be essential for advisers in coming years if they want to attract and retain clients. ...
Features
The Government has long advocated for ‘growing the pie’ but, Chris Dastoor writes, the Retirement Income Review showed insufficient thought has been put into getting the ...
Features
Oksana Patron examines what investors might gain or lose when it comes to investing in those products with a guaranteed income stream....
Funds management
Challenger’s group assets under management rose by 13% in the first half of the 2021 financial year, with the company declaring a dividend of 9.5 cents per share....
Financial planning
Challenger has reported a $0.9 billion decline in annuity sales as a result of the restructure of the bank-aligned advice network, as the firm issues its full year result...
Financial planning
Financial advisers are facing a dilemma with annuities still a core retirement income option but, with a long period of low interest rates being predicted, they face some...
Financial planning
Submissions directed to Treasury around the end of grandfathering revealed little significant resistance but genuine concern around how client rebates should work....
Features
As future retirees weigh up their options on how to best distribute their post-retirement income, Chris Dastoor finds that annuities offer part of a greater option to mai...
People & Products
Investment management firm Challenger has announced its range of annuities is available via Netwealth, expanding the firm’s distribution network. ...
Financial planning
The Institute of Public Accountants has advocated an advisory role for accountants flowing from the Government’s promised review of the retirement income system....
Life/Risk
Challenger has announced the expansion of its relationship with MS&AD Insurance Group Holdings to support its growth both in Australia and internationally....
Financial planning
HUB24 has posted record net inflows for the first quarter of $638 million and representing a 19.3 per cent growth....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...