RETIREMENT PLANNING

Superannuation

Roy Morgan’s newly released superannuation report had found a strong contrast between the growth of super funds and house prices....

image
Financial planning

ASIC’s Greg Medcraft has used a speech to emphasise the need for all Australians approaching retirement to seek financial advice to navigate the complexities....

image
Financial planning

Majority of Australians were failing to proactively plan for retirement and seek financial advice despite concerns about their financial situation....

image
Features

Financial advisers will need to be able to segment their client base to take full advantage of the CIPR regime, Paul Murphy writes....

image
Financial planning

Many of those who are self-employed are not taking steps to prepare and plan for their future retirement, Aegon’s study found....

image
Features

Australians are living longer and intending to work longer than ever before. Jessica Amir explores how the industry is evolving, what changes you can expect, and how to a...

image
Tools & guides

Annuities give investors a better outcome than standard bond investments and give the benefit of securing income and peace of mind, Aaron Minney writes....

image
Financial planning

Australians who seek financial advice are more confident that they will be able to support themselves through retirement without Government support, research reveals....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 2 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 ago

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

3 weeks 5 days ago