RETIREES
Funds management
Blackwattle Investment Partners has hired a management trio from First Sentier Investors – who departed amid the closure of four investment teams last year – to run its f...
Financial planning
Australia has marked a decade among the best countries for retirement, according to Natixis, but with high inflation threatening their retirement goals, a third say they ...
Financial planning
Advised individuals are exhibiting higher optimism and confidence regarding their retirement, SSGA has found, with Australia ranking second for retirement preparedness....
Financial planning
Australian pre-retirees are exhibiting heightened anxiety about their financial future and are seeking greater retirement certainty as a result, Challenger research has u...
Financial planning
With the demand for retirement advice set to skyrocket, a professor has highlighted the importance of advisers using a multidisciplinary approach when assisting retiree c...
Financial planning
Support from advisers alongside financial education continues to be an integral driver of older Australians’ contentment in retirement, according to new data from Challen...
Funds management
That Australia is projected to see a threefold increase in those aged 80 or over by 2062 is not lost on NovaPort portfolio manager, Sinclair Currie, who views the aged ca...
People & Products
Challenger has partnered with Aware Super to provide a de-risking solution for its defined benefit fund which will mean some 3,000 members see their future pension risk r...
Superannuation
Two super funds are expected to have almost two-thirds of their assets held by retirees by 2032, according to research by Rainmaker Information....
Financial planning
The Centrelink Home Equity Access Scheme has been identified as a possible advice option for advisers, having previously been thought of as a credit product which require...
Financial planning
Financial advisers need to incorporate drivers of satisfaction into the advice process and portfolio construction decisions, according to a study....
Financial planning
Retirees need to consider their equity allocation differently to accumulation investors, according to Martin Currie, if they want to maintain a ‘sufficient income for lif...
Funds management
The opportunities in social infrastructure are set expand in a post-pandemic world, offering investors in the retirement stage a stable income....
Financial planning
When it comes to retirement planning of mid-life clients, financial advisers should look to simplify decision-making and transitional career work, according to Full Time ...
Superannuation
Around 80% of people aged 60 who died between 2014 and 2018 had no superannuation in the period of up to four years before their death, according to research....
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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...