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BABY BOOMERS
Financial planning
It’s a common problem confronting financial advisers. Clients that became heavily cashed-up during the GFC are seeking higher yields because term deposit rates have almos...
Financial planning
Baby boomers are more pessimistic about Australia's economic outlook than any other generation, according to RaboDirect's latest study....
Financial planning
The three dominant generations seem to have very different views on investing and are split when describing their worst financial nightmares, according to a new survey re...
Superannuation
New report advocates tailoring SMSF advice to generational needs....
Financial planning
Financial planners must take into account generational differences when preparing advice for SMSF investors, according to a new report....
Superannuation
New RaboDirect data reveals Australia's baby boomers are still falling short of a comfortable retirement....
Superannuation
New ASFA analysis points to the continuing challenge of market volatility and the need for better academic research....
Funds management
Presenters have gathered at ASFA's Investment Interchange to discuss the role of superannuation in Australia's fixed interest markets....
Financial planning
Many planners would like to retire, but their succession plans are being disrupted because dealer groups only want to preserve funds under advice, says Kenyon Partners ch...
Financial planning
Apostle Asset Management has formalised a distribution partnership with Edinburgh-based boutique equity manager Dundas Global Investors Limited to target the post-retirem...
Financial planning
The rise of the younger, more affluent woman may present a golden opportunity for financial advisers looking to diversify their current client base....
Financial planning
AMP has signaled it will be pushing further into providing financial advice to the post-retirement sector....
Tools & guides
General awareness among financial planners about issues associated with aged care is one thing, but having a strong knowledge in this area is another, writes IOOF’s Marti...
Life/Risk
With a focus on a clear segmentation of its client base, ANZ Wealth has made a number of product enhancements to its OnePath retail life insurance offering, OneCare....
Superannuation
MLC has experienced a rise in clients accessing superannuation online, particularly among baby boomers. ...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...