BABY BOOMERS

Financial planning

Lack of financial planner interest in reverse mortgages presents one of the major challenges for the equity release sector. John Thomas lists some of the things to consid...

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Financial planning

Reverse mortgages have largely been ignored by financial planners and mortgage brokers, with the product supply rapidly shrinking over the years. Milana Pokrajac finds th...

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People & Products

Challenger Limited has appointed Aaron Minney to the newly created position of head of retirement income research....

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Superannuation

New AMP Capital Investors research suggests Australia's savings ratio will continue to rise amid concerns about retirement incomes adequacy....

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Financial planning

A 56 per cent rise in annuities sales drives strong Challenger result....

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Financial planning

One in five Baby Boomers still expect to help their adult-children buy their first home, a RaboDirect survey has found. ...

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Financial planning

Equity Trustees (EQT) says two-stage retirement is creating new service needs for the financial sector....

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Financial planning

Almost half of Generation Y buyers will buy an investment property as their first purchase, putting aside the traditional 'Australian Dream' of a home, according to a sur...

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Editorial

One of the biggest threats to a baby boomer’s retirement plans could be the underinsurance of their adult children. Kevin Goss explains why all family members must be ade...

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Superannuation

Generations X and Y may need to be bolder in their investment choices to ensure a comfortable retirement....

Editorial

Tabitha Lovett explains how to help clients understand the options available to them when it comes to charitable investing. ...

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Superannuation

The financial services industry needs to shift focus away from accumulation to decumulation thinking if it is to adequately meet the needs of those entering retirement....

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Financial planning

Investors' caution about market risk and their continuing preference for cash expose them to even more risks, according to Australian Unity investments head of retail Cam...

Financial planning

New Mercer data suggests employers are delivering higher pay rises to younger workers....

Superannuation

Retirement financial advice will soon be under scrutiny by ASIC, with the announcement that the regulator will resume its shadow shopping survey this year....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago