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 ...

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Features

Oksana Patron examines what investors might gain or lose when it comes to investing in those products with a guaranteed income stream....

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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....

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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...

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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...

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Financial planning

Submissions directed to Treasury around the end of grandfathering revealed little significant resistance but genuine concern around how client rebates should work....

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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...

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People & Products

Investment management firm Challenger has announced its range of annuities is available via Netwealth, expanding the firm’s distribution network. ...

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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....

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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....

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Financial planning

HUB24 has posted record net inflows for the first quarter of $638 million and representing a 19.3 per cent growth....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 days 23 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 3 hours ago