RI launch adviser toolkits
RI Advice Group has launched a toolkit to support advisers in educating clients on retirement technical rules and regulations.
The toolkit would allow advisers access to research insights, client case studies, and social media tools as support during client discussions.
RI chief executive, Peter Ornsby, said: "There are 750 Australians retiring every day, many with inadequate savings and budgeting discipline, high debt levels and superannuation balances that may not last them through retirement".
"Combine this with the complex array of technical rules and regulations surrounding retirement planning and it is clear that pre-retirement specialist advice is now more critical than ever," he said.
"Our new offer is designed to further equip our advisers in having productive and compelling discussions with retirees about how they can achieve their future lifestyle goals."
RI has also partnered with Probus, a not-for-profit association for retirees and associated member clubs.
Recommended for you
With Fortnum Private Wealth and Professional Financial Services now unified under the Entireti umbrella company, CEO Neil Younger has detailed to Money Management the firm’s new direction and future expansion.
The FAAA has suggested looking offshore for overseas financial advisers to ease the adviser shortage, but are employers willing to take on the burden of workplace visas?
There may be a huge influx of alternatives coming to the market, but timing and access difficulties mean advisers can easily end up disappointed with their selection, according to Morningstar global CIO Dan Kemp.
An NSW individual has pleaded guilty to one criminal charge of providing unlicensed financial services after promoting crypto investments at national seminars.
