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Financial planning

Going into aged care is not a choice for many Australians but something that is forced onto them, according to HLB Mann Judd....

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Financial planning

Advised investors are more confident, and hold more robust portfolios than the do-it-yourself, non-advised cohort, according to new research by Legg Mason....

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Financial planning

The Federal Government will today release its inaugural Women’s Economic Security Statement, forming part of a critical effort to close the financial gap at retirement be...

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Superannuation

The Grattan Institute’s recommendation that more rental housing assistance be provided is not enough to combat the housing strain faced by retirees, the Australian Instit...

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Superannuation

The Association of Superannuation Funds of Australia has joined the dissent against the Grattan Institute’s retirement report, labelling it “an unprecedented attack on th...

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Superannuation

Industry Super Australia has strongly disagreed with Grattan Institute analysis that the superannuation guarantee does not need to rise to 12 per cent....

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Superannuation

The way in which Australians spend their super is set to change in the next few years, according to the ARC Centre of Excellence in Population Ageing Research (CEPAR)....

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Policy & Regulation

Nearly half of the respondents in a survey of over 1,400 investors by Plato Investment Management expect Labor’s proposed franking dividend reform to make them more relia...

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People & Products

Brian Benari will retire as chief executive of Challenger and be replaced by Richard Howes....

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Financial planning

Younger Australians are showing surprising levels of concern about retirement, with Roy Morgan finding that Generation Z is the most likely to ask friends and family for ...

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Superannuation

New research from State Street confirms that good advice and policy certainty are keys to retirement happiness....

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Financial planning

Australians saving for retirement are taking on significantly more risk in their investment portfolio than their global counterparts, according to Daintree Capital....

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Financial planning

Retirement costs increased in this year’s June quarter, with the costs of health services, transport and clothing the main drivers, the Association of Superannuation Fund...

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Financial planning

While the financial services industry is a little behind the curve in terms of developments in the post-retirement solution space, keeping things simple and user-friendly...

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Financial planning

New analysis by Milliman suggests that retirees’ age is just as strong an indicator of behaviour as income levels and casts doubt on common benchmarks....

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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 4 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 19 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...

23 hours 30 minutes ago