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BABY BOOMERS
Financial planning
Young people are not going to advisers, as they do not see what they offer as relevant, said Barefoot Investor founder Scott Pape....
Financial planning
A group of 16 Zurich Australia clients and seven business development managers are the first to enter The Zurich Academy, a three-day leadership program that is being pil...
Financial planning
Australia’s residential mortgage market is at its lowest level of growth since 2001, forcing major lenders to resort to new strategies to survive the slow period, accordi...
Financial planning
Australia’s managed funds industry is lost on 60 per cent of one of its target investor groups, the baby boomers, mainly because of a lack of knowledge on the investor’s ...
Financial planning
Changes in the investment environment, notably the growth of private equity and hedge fund investments, are likely to force financial services companies to rethink their ...
Financial planning
Baby boomers with adult children at home are more financially vulnerable than their ‘empty nester’ counterparts, according to research by Nielsen Media Research for Wizar...
Superannuation
Australian baby boomers are looking to spend their retirement living life to the full, and are actively planning to be able to sustain it, according to a Commonwealth Fin...
Superannuation
After you’ve clocked up a few years in the workforce, those fantasies about driving off into the sunset seem to come up a lot more frequently. But if the federal governme...
Superannuation
Over 50 per cent of baby boomers believe they are only “somewhat ready” in terms of their financial preparations for retirement, with another 20 per cent saying they were...
Superannuation
The latest Income and Wealth Report on labour force statistics produced by AMP and the National Centre for Social and Economic Modelling has shown premature retirement fo...
Superannuation
For so long, all of us have believed that superannuation is for the purpose of providing for our retirement. We told our clients to work hard, put their money into super ...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...