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BABY BOOMERS
Policy & Regulation
New research from Morningstar shows that 70 per cent of Australia’s top 10 performing wholesale funds delivered double digit income returns in the 12 months to June 2005,...
Financial planning
According to a Trowbridge Deloitte report released earlier this year, the potential market for reverse mortgage products in 2010 could be as much as $12-15 billion....
Funds management
Bonds and high yielding investments will be the place to be by the end of the decade, according to former Prime Minister Paul Keating who warned investors that the “great...
Financial planning
Australian fund managers spend a lot of time and money wooing financial advisers with junkets, increasingly complex products and, of course, much-debated trail commission...
Financial planning
At the recent PortfolioConstruction Conference, US-based Randall Lert, chief portfolio strategist with Russell Investment Group, gave the keynote address. With a worldwid...
Life/Risk
Could compulsory life insurance be the answer to the chronic level of underinsurance in Australia? Ross Kelly reports....
Financial planning
The launch of reverse mortgage products into the Australian market could offer individuals without significant super savings the opportunity to create an income stream in...
Superannuation
With the baby boomer generation now entering retirement, or certainly looking down the gun barrel, the focus on retirement income streams, by both the government and fina...
Financial planning
Women have emerged as the major beneficiaries of the Federal Government’s superannuation co-contribution regime, according to data released by the Commonwealth this week....
Financial planning
What do the Australian Securities and Investments Commission (ASIC) and the Australian Consumers Association (ACA) really want from financial services? What can be left o...
Financial planning
Most advisers think the Australian sharemarket will continue to offer investors positive returns in 2005, but don’t think they will be as robust as they were in 2004....
Financial planning
Kerry Packer-backed fund manager Challenger Financial Services will tap into soon-to-be retiring baby boomers’ thirst for yield, by listing its own infrastructure fund on...
Financial planning
Mercer Human Resources Consulting is urging the Federal Government to raise the pension age from 65 to 67 and to reduce the taxation rate paid by superannuation funds as ...
Financial planning
Baby boomers have always known how to go with the flow. And now their unique history, needs and desires are shaping how they approach retirement. Liam Egan reports....
Financial planning
With higher levels of divorce and less emphasis on leaving behind a large inheritance, the baby boomers are finding testamentary trusts a useful estate planning tool....
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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 ...