ANNUITIES

Financial planning

Confidence in retirement has weakened in Australia rather than strengthened, according to the latest Global Retirement Reality Report from State Street, but over a third ...

Superannuation

Financial services firms have responded to the government's latest consultation on retirement income and product development....

Financial planning

Being able to offer attractive retirement income products will be essential for advisers in coming years if they want to attract and retain clients. ...

Features

The Government has long advocated for ‘growing the pie’ but, Chris Dastoor writes, the Retirement Income Review showed insufficient thought has been put into getting the ...

image
Features

Oksana Patron examines what investors might gain or lose when it comes to investing in those products with a guaranteed income stream....

image
Funds management

Challenger’s group assets under management rose by 13% in the first half of the 2021 financial year, with the company declaring a dividend of 9.5 cents per share....

image
Financial planning

Challenger has reported a $0.9 billion decline in annuity sales as a result of the restructure of the bank-aligned advice network, as the firm issues its full year result...

image
Financial planning

Financial advisers are facing a dilemma with annuities still a core retirement income option but, with a long period of low interest rates being predicted, they face some...

image
Financial planning

Submissions directed to Treasury around the end of grandfathering revealed little significant resistance but genuine concern around how client rebates should work....

image
Features

As future retirees weigh up their options on how to best distribute their post-retirement income, Chris Dastoor finds that annuities offer part of a greater option to mai...

image
People & Products

Investment management firm Challenger has announced its range of annuities is available via Netwealth, expanding the firm’s distribution network. ...

image
Financial planning

The Institute of Public Accountants has advocated an advisory role for accountants flowing from the Government’s promised review of the retirement income system....

image
Life/Risk

Challenger has announced the expansion of its relationship with MS&AD Insurance Group Holdings to support its growth both in Australia and internationally....

image
Financial planning

HUB24 has posted record net inflows for the first quarter of $638 million and representing a 19.3 per cent growth....

image
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...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

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...

1 week 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...

1 week 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 1 day 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 2 weeks 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 2 weeks ago