RETIREMENT

Superannuation

People aged between 35 and 49 do not place value in going to a financial advisor, with only 15 per cent having done so....

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Financial planning

Generation X women are mimicking the risk-cautious investment habits of retirees, a problematic trend considering they are in their prime accumulation phase. ...

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Superannuation

Uncontrollable factors are derailing the best laid retirement plans of many Australians, with the average retiree outliving their superannuation savings by five years, ne...

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Superannuation

The Age Pension should be regarded as a Government backed annuity with inflation linked increases that provides an income floor according to research released by Lonsec I...

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Financial planning

Young Australians are increasingly looking for quick fix advice to make their savings last, while over 50s have their eyes squarely on retirement, FPA research has reveal...

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Superannuation

Research consultancy firm Rice Warner has proposed its own retirement income solution to tackle longevity risk, but Challenger says the horse has already bolted....

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Financial planning

One of the Financial System Inquiry’s greatest victories will be setting a path towards a decumulation framework, according to Challenger’s CEO, who said the company has ...

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Superannuation

With increasing demands being placed on super funds as more and more baby boomers move to the draw down phase it’s time to rethink retirement income products, Paul Rogan ...

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Superannuation

More small to medium-sized business owners are turning to SMSFs for better control, doubting whether super will last them in retirement....

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Superannuation

Super portfolios are an “aggressive constant mix”, leaving investors in the pre- and post-retirement stages at risk....

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Financial planning

The FSC has committed to pursuing the development of a national retirement income policy....

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Financial planning

Financial advisers have been encouraged to tackle diversifiable and systematic risk simultaneously to meet the needs of a growing base of retirees seeking advice. ...

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Superannuation

Baby boomers’ retirement plans are being impacted by rising aged care costs, director of FMS Group, Christine Hornery, believes....

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Financial planning

The Government has launched a review of post-retirement products with a Treasury paper acknowledging current rules are imposing limitations. ...

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Superannuation

More than three quarters of retirees over 55 currently receive some sort of government benefit despite an increase of those with superannuation....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 19 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 days 10 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 14 hours ago