POWERED BY MOMENTUM MEDIA
RETIREMENT
Financial planning
Australians think it is up to them to make sure they have enough money to retire, and 20 per cent plan to rely on friends and family for retirement advice, according to S...
Superannuation
People have fairly realistic expectations regarding their income needs and spending priorities in retirement, according to State Street’s Global Retirement Reality Report...
Superannuation
Australians are significantly underestimating the cost of living in retirement, according to the latest Schroders Global Investors Study....
Superannuation
ANZ Wealth has warned that uncertainty over the form the Government’s intended new retirement income framework will take is making their clients nervous and the industry ...
Superannuation
The Association of Superannuation Funds of Australia has said that Australia has one of the best retirement savings systems in the world, hitting out at “misleading analy...
Funds management
Funds under management in retirement income continued its decline over the year to March’s end, while funds held in retail and wholesale managed funds grew, according to ...
Financial planning
The Financial Planning Association has blasted the Federal Treasury for seeking to push forward with a “retirement covenant” which it claims effectively mandates the crea...
Policy & Regulation
Federal Treasurer, Scott Morrison has claimed it is retiree battlers who will suffer most under the Federal Opposition’s proposed changes to dividend imputation....
Expert Analysis
With Elder Abuse becoming increasingly common, Gil Gordon looks at how advisers can assess legal capacity and ensure they are both giving and recording appropriate advice...
Superannuation
There is considerable opportunity to provide robo-advice to pensioners seeking affordable, accessible and personalised advice, according to GlobalData....
Superannuation
The financial industry may have underestimated the dramatic fall off in retiree spending, according to Milliman’s analysis....
Superannuation
Lifecycle strategies can be a powerful tool for many super funds, especially when it comes to the use of asset classes, according to Parametric....
Financial planning
Australians are entering retirement with an increased ownership of second properties, according to the Australian Housing and Urban Research Institute. ...
Superannuation
Several organisations have banded together to form the Alliance for a Fairer Retirement System, taking specific aim at Labor’s proposed dividend policy....
Financial planning
The choice architecture of superannuation could be too complex for those in retirement, as their financial decision-making is impaired by cognitive decline, according to ...
Never miss the latest news and developments in wealth management industry
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....