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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...
Financial planning
Financial advisers need to incorporate drivers of satisfaction into the advice process and portfolio construction decisions, according to a study....
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...
Funds management
The opportunities in social infrastructure are set expand in a post-pandemic world, offering investors in the retirement stage a stable income....
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 ...
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....
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Australian retirees now need to look for a new approach to income as outdated portfolio strategies have been vulnerable to low interest rates and share market volatility,...
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...
Expert Analysis
The investment industry needs greater focus on protecting retirees’ second biggest asset in drawdown phase, writes Jacqui Lennon....
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. ...
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
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....