BABY BOOMERS

Financial planning

The avalanche of financial planning changes in the last year has left institutions with more orphan clients than real clients, a veteran adviser believes. ...

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Funds management

An over-supply of business owners looking to retire and sell up means they may be overestimating the value of their businesses....

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Boomers concerned super contributions not enough to boost retirement....

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Editorial

A recent white paper by Lonsec and Milliman explores the conundrum facing retirees trying to balance security of income against the need for investment growth to fund gre...

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Financial planning

After more than two years under new ownership, research house Lonsec has branched out into the online space, launching a planner portal aimed at retirement advice and por...

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Superannuation

New research suggests too many people are still confused about the pension and retirement adequacy....

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Superannuation

More than nine out of 10 Australians do not know the value of the age pension despite the high probability it will be their main form of income in retirement, a survey ha...

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Challenger appears to have hit a sweet spot for both annuities and funds management, according to its full-year result. ...

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Superannuation

Pengana CEO Russell Pillemer has reinforced the need to examine inherent risk in investment portfolios as Australia's baby boomers approach retirement....

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Financial planning

When it comes to servicing Australia’s ageing and increasingly wealthy population, many advisers overlook the opportunities that exist in philanthropy. Lawyer Vincent Ho...

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Editorial

The financial services industry’s approach to post-retirement has long been regarded as stale. Critics’ voices have become ever louder and, as Janine Mace reports, the in...

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Superannuation

SelfWealth has signed a wholesale distribution agreement with SMSF administration software provider BGL Corporate Solutions....

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Financial planning

The move by governments and corporates to exit the pension business, combined with the first waves of baby boomers reaching retirement, has shifted a higher level of risk...

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Funds management

Plato’s Australian Shares Income Fund has won the Lonsec/Money Management’s Fund Manager of the Year Award for best Retirement Product Innovation for 2013. ...

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Financial planning

New research reveals degree to which Australians are embracing technology in their banking habits....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

1 hour 10 minutes ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 1 hour ago
Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

3 days 3 hours 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 3 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 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago