AGED CARE

Financial planning

The final Aged Care Taskforce report has recommended planning for aged care costs should begin at retirement to prevent suboptimal outcomes, while wealthier individuals c...

Funds management

That Australia is projected to see a threefold increase in those aged 80 or over by 2062 is not lost on NovaPort portfolio manager, Sinclair Currie, who views the aged ca...

Financial planning

Financial advice firms Priority Advisory Group and Wise Planners are to merge to create a multi-disciplinary professional services firm in Sydney....

Financial planning

Amid aged care funding discussions, new research reveals 73 per cent of Australians would be willing to forego an inheritance to let older family members enjoy a comforta...

Features

Research shows that many people are unprepared when it comes to planning for death. What are advisers offering to support clients in this area and is there more that coul...

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Financial planning

Outsourcing specialist advice and using the term 'later years' are among ways that advisers can redefine their retirement service with aged care, according to a panel....

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Expert Analysis

As the festive season approaches, now is a great time to start important family dialogues about support and care needs for ageing relatives, writes Jenneke Mills....

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Features

The Royal Commission into Aged Care was not directed at advisers but, Chris Dastoor writes, the outcomes have implicated how clients perceive the industry....

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Financial planning

The final report of the Royal Commission into Aged Care was released last week and reverse mortgage specialist Household Capital has highlighted the potential uses retire...

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Funds management

Regis Healthcare’s share price has fallen 50% since the start of the year but Investors Mutual is retaining its exposure....

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Financial planning

Major superannuation group, the Association of Superannuation Funds of Australia has backed the increased use of advisers in helping people not only deal with retirement ...

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Financial planning

Advisers avoiding aged care advice risk failing to comply with Financial Adviser Standards and Ethics Authority code of ethics and will not meet best interest duty, accor...

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Financial planning

South Australia’s only reverse mortgage broker has transitioned to the Smooth Retirement name, joining the company which launched only nine months ago. ...

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Tools & guides

A key concern with the move to an aged care home is having enough money to fund costs, writes Minh Ly, but strategies can be used to help clients maximise their cashflow....

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Financial planning

There is a strong demand for aged care advice, according to a recent Australia Securities and Investments survey tracking consumer demands, calling into question if advis...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 5 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 5 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago