RETIREES

Financial planning

Support from advisers alongside financial education continues to be an integral driver of older Australians’ contentment in retirement, according to new data from Challen...

Funds management

That Australia is projected to see a threefold increase in those aged 80 or over by 2062 is not lost on NovaPort portfolio manager, Sinclair Currie, who views the aged ca...

People & Products

Challenger has partnered with Aware Super to provide a de-risking solution for its defined benefit fund which will mean some 3,000 members see their future pension risk r...

Superannuation

Two super funds are expected to have almost two-thirds of their assets held by retirees by 2032, according to research by Rainmaker Information....

Financial planning

The Centrelink Home Equity Access Scheme has been identified as a possible advice option for advisers, having previously been thought of as a credit product which require...

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Financial planning

Financial advisers need to incorporate drivers of satisfaction into the advice process and portfolio construction decisions, according to a study....

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Financial planning

Retirees need to consider their equity allocation differently to accumulation investors, according to Martin Currie, if they want to maintain a ‘sufficient income for lif...

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Funds management

The opportunities in social infrastructure are set expand in a post-pandemic world, offering investors in the retirement stage a stable income....

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Financial planning

When it comes to retirement planning of mid-life clients, financial advisers should look to simplify decision-making and transitional career work, according to Full Time ...

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Superannuation

Around 80% of people aged 60 who died between 2014 and 2018 had no superannuation in the period of up to four years before their death, according to research....

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Financial planning

Australian retirees now need to look for a new approach to income as outdated portfolio strategies have been vulnerable to low interest rates and share market volatility,...

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Financial planning

The Federal Budget lacks any measures to improve the access of financial advice nor does it have measures to support self-funded retirees, the Association of Financial Ad...

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Expert Analysis

The investment industry needs greater focus on protecting retirees’ second biggest asset in drawdown phase, writes Jacqui Lennon....

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Superannuation

The threat of sequencing risk is “diabolical” for retirees and pre-retirees and leaving them in danger when there is a market collapse, according to Cor Capital. ...

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Funds management

It is “critical” for retirees to avoid panicking and cashing out their investments if they wish to benefit from any economic recovery. ...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 3 days ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 1 day ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 5 days ago