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BABY BOOMERS
Superannuation
Far from being a drain on the economy, Australia’s retirees have the potentials to be core to helping rebuild the nation’s infrastructure for years to come, a report from...
Financial planning
Recent policy changes have made preparation – and the role of planners – more critical than ever in the post-retirement space. However, even for planners, it’s not an eas...
Superannuation
Nearly two thirds (64 per cent) of baby boomers think they will need the age pension in addition to their super savings, according to REST Super....
Financial planning
An ageing population has meant retirees and pre-retirees now make up 66 per cent of financial planning clients and 82 per cent of planner funds under advice...
Funds management
BTIM Defensive and Balanced Equity Income has emerged a winner at the Money Management/Lonsec Fund Manager of the Year Award for the best Retirement Product Innovation....
Financial planning
Building up a decent savings pool has been listed at a top priority for young Australians, ahead of leisurely pursuits, according to a pre-budget TAL survey. ...
Superannuation
Australia's superannuation sector continues to attract a considerable amount of regulatory and legislative change and it's paramount that taxpayers are aware of any new o...
Financial planning
Despite the best intentions, the FOFA reforms constrained quality advice and left little wriggle room for planners wanting to expand their experience, writes Rob Caprioli...
Superannuation
More than a third (35 per cent) of Australians see life insurance as just another insurance product people are trying to sell them and believe superannuation is enough to...
Financial planning
AFA has accused ISA of hypocrisy for not making its FOFA submission publicly available, despite its loud calls for transparency....
Superannuation
Mercer research shows Australian super funds have 50 per cent of assets invested in equities, on par with the UK, USA and Canada. ...
Superannuation
The Federal Government has been urged to lift the pension age and incentivise income stream superannuation options to lessen the economic burden left by the baby boomer g...
Editorial
From Bo Derek Investments, Cockroach Theory, Black Swans to Dead Cat Bounces, no other industry attracts buzzwords quite like financial services. “Innovative disruption” ...
Funds management
Westpac backs superannuation fund investment in infrastructure and points to delivery of annuity-type returns....
Financial planning
There is a widening gap between the ideal retirement age and the real retirement age for many Australians, as they find they do not have enough money for retirement....
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...
I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...