RETIREMENT PLANNING

Features

A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers....

Financial planning

Deloitte’s Andrew Boal believes there is a role for financial advisers to help clients understand longevity literacy as retirees find themselves “asset rich, cash poor”, ...

Financial planning

With just one-quarter of Australian workers aiming to retire by the age of 65, many are working into their 70s due to rising economic pressures, according to Equip Super....

Financial planning

The final Aged Care Taskforce report has recommended planning for aged care costs should begin at retirement to prevent suboptimal outcomes, while wealthier individuals c...

Financial planning

Australians are increasingly conflicted on their outlook towards retirement, with some confident their savings will sufficiently last while others say they no longer see ...

Financial planning

With the great wealth transfer looming alongside weakening financial literacy, an HLB wealth adviser urges families to engage in more financial discussions around legacy ...

Financial planning

Retirement planning tools currently available might not reflect best practice when it comes to determining and allowing for life expectancy, according to Optimum Pensions...

image
Expert Analysis

Richard Dinham outlines the five different types of strategies available to advisers to help their clients transition to retirement....

image
Financial planning

The Government is wrong in its move to stop people from paying for financial advice from their MySuper accounts, according to the Financial Planning Association....

image
Financial planning

There is a strong demand for aged care advice, according to a recent Australia Securities and Investments survey tracking consumer demands, calling into question if advis...

image
Financial planning

University of Technology Sydney has announced it would introduce a new Master of Financial Planning in 2019 open to both new entrants and existing planners. ...

image
Superannuation

The Federal Treasurer, Josh Frydenberg has made clear the Government will opt for retirement income certainty rather than the superannuation guarantee recommendations of ...

image
Financial planning

Younger Australians are showing surprising levels of concern about retirement, with Roy Morgan finding that Generation Z is the most likely to ask friends and family for ...

image
Superannuation

Roy Morgan’s newly released superannuation report had found a strong contrast between the growth of super funds and house prices....

image
Financial planning

ASIC’s Greg Medcraft has used a speech to emphasise the need for all Australians approaching retirement to seek financial advice to navigate the complexities....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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