RETIREMENT

Financial planning

Suncorp's Sarina Raffo says working mums represent a potentially large client segment for planners and outlines the areas where they need financial advice....

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Superannuation

New data released by AMP Limited has confirmed the adverse impact of the Federal Government having lowered superannuation concessional contribution caps....

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Funds management

Australian financial advisers plan to increase client allocations to global, favouring managed funds over direct equities, according to a Zurich survey....

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Editorial

With Baby Boomers starting to enter retirement, there is a growing realisation that retirement incomes products are insufficient and in need of an overhaul....

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Editorial

According to DEXX&R research, allocated pensions are still the most popular retirement incomes option....

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Financial planning

Financial advisers are increasingly moving away from "one-dimensional" risk profiling to an objective-based plan, according to Challenger....

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Editorial

The Federal Treasurer Wayne Swan and the Treasury must shelve any plans they may have to alter the superannuation tax regime to achieve a Budget surplus, warns Mike Taylo...

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Financial planning

Suncorp Life has moved to provide customers with a new tool via the launch this week of an online simulator that delivers a retirement snapshot in under 60 seconds....

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Financial planning

MLC has launched a new insurance product aimed at helping Australians protect their retirement savings from ongoing volatility in equity markets....

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Superannuation

Self-Managed Super Fund Professionals' Association warns Government against further superannuation tinkering to bolster its promised Budget surplus....

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Financial planning

Sonnie Bailey explores some of the sources of regulation which extend beyond what financial planners may think of as ‘regulation’, in the narrow sense of the term....

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Superannuation

ASFA has called for the implementation of the SRM despite concerns about the measure from some industry players....

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Editorial

WHK Group has posted a net profit after tax of $10.2 million for the 2011-12 financial year - down from $17.8 in the previous financial year....

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Superannuation

Morningstar has launched fund analyst research on Australian industry superannuation funds, which it said would provide an independent insight into this sector....

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Superannuation

Post-retirement requires that Australian superannuation funds look to objective-based strategies that can protect members from future market volatility, according to Stan...

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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 ago

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

3 weeks 5 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 6 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. ...

1 day 21 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 1 hour ago