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....

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. ...

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...

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...

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...

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....

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 ...

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 ...

Superannuation

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

Superannuation

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

Financial planning

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

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. ...

Superannuation

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

Financial planning

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

Superannuation

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

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days ago