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RETIREMENT
Financial planning
The Senate Economics Reference Committee has referred an inquiry into improving the Australian retirement system including insurance options, financial advice and product...
People & Products
Aware Super has released a tool called My Retirement Planner, which is expected to be launched widely in 2024, to provide insights into retirement confidence....
People & Products
The firm has tapped Catherine van der Veen and Lucy Foster to jointly manage client relationships, onboard key partners and oversee the implementation of new clients in a...
People & Products
Morningstar has hired former Adviser Ratings chief executive, Mark Hoven, to drive the firm’s expansion in the superannuation and retirement space....
Financial planning
A former super executive has set up a retirement coaching program, warning Australia’s ageing population might be overlooking important considerations as they step into t...
Funds management
APRA chair John Lonsdale believes it is a “strategic priority” that there is an appropriate suite of products for people approaching retirement, which could include from ...
Financial planning
EY believes there is a benefit for banks in returning to the wealth space and developing decumulation products for consumers entering retirement. ...
Financial planning
The value of advice is hitting home at retirement, according to AMP research, which reveals 75 per cent of older Australians find the retirement system too complex. ...
Financial planning
Two new reports from CFS and Challenger have highlighted the benefits consumers gain from seeking advice as over half of those aged 50 and over fear outliving their savin...
Financial planning
Data from Natixis IM has ranked Australia as third in the world for finances in retirement, but the nation’s overall ranking in the global retirement index has fallen by ...
Financial planning
New data from the Australian Bureau of Statistics has revealed which states are seeing growth in their retiree populations and becoming the go-to destination for older Au...
People & Products
Identifying this as a “high-quality opportunity”, Pacific Equity Partners joins IFM Investors and Citi in Household Capital’s financing package to provide retirement fund...
Financial planning
New research from Findex has revealed that Millennials have the most to gain from ongoing financial advice and could be $664,000 ahead in net assets at 65 than their non-...
Superannuation
New analysis by the Association of Superannuation Funds of Australia has looked into which Australian states have the biggest, and smallest, average superannuation balanc...
Financial planning
Amid aged care funding discussions, new research reveals 73 per cent of Australians would be willing to forego an inheritance to let older family members enjoy a comforta...
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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....