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....

image
Superannuation

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

image
Funds management

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

image
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....

image
Editorial

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

image
Financial planning

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

image
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...

image
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....

image
Financial planning

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

image
Superannuation

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

image
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....

image
Superannuation

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

image
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....

image
Superannuation

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

image
Superannuation

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

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 2 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 1 day ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 2 days ago