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BABY BOOMERS
Financial planning
The avalanche of financial planning changes in the last year has left institutions with more orphan clients than real clients, a veteran adviser believes. ...
Funds management
An over-supply of business owners looking to retire and sell up means they may be overestimating the value of their businesses....
Boomers concerned super contributions not enough to boost retirement....
Editorial
A recent white paper by Lonsec and Milliman explores the conundrum facing retirees trying to balance security of income against the need for investment growth to fund gre...
Financial planning
After more than two years under new ownership, research house Lonsec has branched out into the online space, launching a planner portal aimed at retirement advice and por...
Superannuation
New research suggests too many people are still confused about the pension and retirement adequacy....
Superannuation
More than nine out of 10 Australians do not know the value of the age pension despite the high probability it will be their main form of income in retirement, a survey ha...
Challenger appears to have hit a sweet spot for both annuities and funds management, according to its full-year result. ...
Superannuation
Pengana CEO Russell Pillemer has reinforced the need to examine inherent risk in investment portfolios as Australia's baby boomers approach retirement....
Financial planning
When it comes to servicing Australia’s ageing and increasingly wealthy population, many advisers overlook the opportunities that exist in philanthropy. Lawyer Vincent Ho...
Editorial
The financial services industry’s approach to post-retirement has long been regarded as stale. Critics’ voices have become ever louder and, as Janine Mace reports, the in...
Superannuation
SelfWealth has signed a wholesale distribution agreement with SMSF administration software provider BGL Corporate Solutions....
Financial planning
The move by governments and corporates to exit the pension business, combined with the first waves of baby boomers reaching retirement, has shifted a higher level of risk...
Funds management
Plato’s Australian Shares Income Fund has won the Lonsec/Money Management’s Fund Manager of the Year Award for best Retirement Product Innovation for 2013. ...
Financial planning
New research reveals degree to which Australians are embracing technology in their banking habits....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....