RETIREMENT

Superannuation

Freya Purnell takes a closer look at what life after Stronger Super might bring to the superannuation sector....

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Superannuation

More than a third of new SMSF members in 2011 were under the age of 45, presenting an opportunity for advisers, particularly in the area of scaled advice, according to th...

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Editorial

Dominic McCormick explains why passive funds are not a low risk portfolio approach....

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Superannuation

Aaron Dunn provides five SMSF suggestions that could be used to attract new business in 2012....

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Superannuation

With an estimated $330 billion set to flow out of the accumulation phase over the next decade, superannuation funds will have to offer annuity products if they want to re...

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Financial planning

Standard and Poor's (S&P) restores three-star rating to Colonial First State's Wholesale Aust Share Long Short Core Fund....

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Superannuation

SMSFs need to start focusing on the challenges of post-retirement, according to David Lees, general manager - superannuation and investments for the BT Financial Group....

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Financial planning

Specialist financial services platform provider Bravura now boasts majority presence in KiwiSaver market....

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Editorial

Financial planners need to develop new business models that take into account the two phases of retirement - active and elderly, according to Phil Galagher....

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Editorial

As they prepare for retirement, the baby boomer generation continues to shape advice strategies and product development, writes Barry Wyatt....

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Superannuation

The writing is on the wall that more responsibility will fall on individuals to fund their own retirement. The need for better post-retirement solutions to deal with long...

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People & Products

Equity Trustees has appointed John Terlikar to manage its EQT Mortgage Income Fund in the lead-up to the retirement of the incumbent, Joe Aszodi....

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Superannuation

The financial services industry needs to shift focus away from accumulation to decumulation thinking if it is to adequately meet the needs of those entering retirement....

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Financial planning

Westpac chairman Ted Evans has announced his retirement....

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Tools & guides

Tim Sanderson considers the benefits of implementing a transition-to-retirement strategy for clients....

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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 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 15 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...

19 hours 31 minutes ago