retirement

Financial planning

Majority of Aussies lacking financial confidence: MLC

Less than a third of Australians feel prepared to make effective financial decisions, according to new MLC research, underscoring the peace of mind that advisers bring to...

Financial planning

National advice group rolls out estate planning solution

Financial services group Tribel has entered into agreement to roll out an estate planning solution from Yodal to its financial advisers to offer greater visibility of the...

Financial planning

Aged care costs dominate older Aussies’ concerns

With six in 10 Australians aged over 50 concerned about paying for aged care, new research has underscored financial advice as a way to mitigate these worries....

Financial planning

Retirement stress underpins need for advice

While Australia continues to rank strongly in Natixis IM’s global retirement index, financial advisers are still vital to mitigating the financial strain being felt by re...

Financial planning

Knowledge gap persists on lifetime income market

There is a role for advisers to play in helping pre-retirees understand lifetime income solutions as clients say they lack comprehension of the products’ structure....

Financial planning

‘Asset rich, cash poor’ retirees sitting on $1.3tn in property

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”, ...

People & Products

AMP creates new head of retirement solutions role

The financial advice firm has appointed an Aware Super executive to join its platforms business in a newly created role aimed at enhancing and accelerating its retirement...

Financial planning

Staying ahead of the retirement income curve

Allianz Retire+ has highlighted why financial advisers should become specialists in guaranteed lifetime income solutions, as well as attracting new clients and strengthen...

Financial planning

Cost remains persistent barrier against retirement advice

The high cost of receiving financial advice continues to be a barrier preventing half of retirees from seeking an adviser’s support, Vanguard’s latest data shows....

Financial planning

Australians delay retirement as cost-of-living surges

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

Super fund or adviser: Where do retirees turn for help?

With superannuation funds and financial advisers being the top two sources of information for retirees, a TAL white paper has revealed which they turn to first....

Financial planning

Advice critical to mitigating retirees’ inflation fears

Challenger research has reaffirmed advisers’ significant role in empowering retirement confidence as cost of living and heightened inflation risk continue to bite retiree...

Financial planning

Aussies overestimating funds needed for comfortable retirement

Unadvised Australians believe they need $2 million to retire comfortably, according to Colonial First State, a wide variance compared to advised individuals which estimat...

Funds management

WTW launches first fund for advisers

Financial advisers will have access to private equity investments run by WTW for the first time as it launches a pooled fund to provide savers with access to traditionall...

Financial planning

Retirees’ happiness underpinned by financial advice: Challenger

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