BABY BOOMERS
Financial planning
A qualitative study of the financial planning industry covering more than 20 leading dealer groups has pointed to the likelihood of strong employment demand in the financ...
Financial planning
The new Simpler Superannuation rules have divided baby boomers, with a new study revealing the generation is split three ways on the debate....
Superannuation
Baby boomers need to take action now to secure their financial futures in retirement – that is the bottom line of a two-day Retirement Summit held by the Million Dollar R...
Financial planning
Plum Financial Services has embarked on an extensive campaign to educate its members about the Government’s Simplified Superannuation legislation, which Plum managing dir...
Superannuation
Australia’s baby boomers are better prepared financially than first thought, with a new report finding they have high average wealth, historically high levels of home own...
Financial planning
Former Prime Minister Paul Keating has predicted an end to the “current 25-year-old equities bull run” in 2008-09 because pension funds will become net sellers of securit...
Financial planning
More than 50 per cent of Australians nearing retirement are completely unaware of last year’s Budget changes to superannuation, a new survey has found....
Financial planning
Reverse mortgage operator Bluestone Equity Release plans to align with a number of financial services institutions to provide reverse mortgages to the retail market....
Superannuation
Wealth management advisory firm Plan B has identified three issues for baby boomers to address if they want to avoid feeling the need to postpone their retirement, that i...
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MARKET INSIGHTS
Podcast
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...