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Financial planning
BT’s technical team has unveiled the top five topics shaping financial adviser conversations for the March quarter, ranging from regulatory changes to taxation issues....
Financial planning
With six in 10 Australians aged over 50 concerned about paying for aged care, new research has underscored financial advice as a way to mitigate these worries....
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...
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....
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....
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....
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...
Funds management
Regis Healthcare’s share price has fallen 50% since the start of the year but Investors Mutual is retaining its exposure....
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 ...
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...
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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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...