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Financial planning

Australians think it is up to them to make sure they have enough money to retire, and 20 per cent plan to rely on friends and family for retirement advice, according to S...

Superannuation

People have fairly realistic expectations regarding their income needs and spending priorities in retirement, according to State Street’s Global Retirement Reality Report...

Superannuation

Australians are significantly underestimating the cost of living in retirement, according to the latest Schroders Global Investors Study....

Superannuation

ANZ Wealth has warned that uncertainty over the form the Government’s intended new retirement income framework will take is making their clients nervous and the industry ...

Superannuation

The Association of Superannuation Funds of Australia has said that Australia has one of the best retirement savings systems in the world, hitting out at “misleading analy...

Funds management

Funds under management in retirement income continued its decline over the year to March’s end, while funds held in retail and wholesale managed funds grew, according to ...

Financial planning

The Financial Planning Association has blasted the Federal Treasury for seeking to push forward with a “retirement covenant” which it claims effectively mandates the crea...

Policy & Regulation

Federal Treasurer, Scott Morrison has claimed it is retiree battlers who will suffer most under the Federal Opposition’s proposed changes to dividend imputation....

Expert Analysis

With Elder Abuse becoming increasingly common, Gil Gordon looks at how advisers can assess legal capacity and ensure they are both giving and recording appropriate advice...

Superannuation

There is considerable opportunity to provide robo-advice to pensioners seeking affordable, accessible and personalised advice, according to GlobalData....

Superannuation

The financial industry may have underestimated the dramatic fall off in retiree spending, according to Milliman’s analysis....

Superannuation

Lifecycle strategies can be a powerful tool for many super funds, especially when it comes to the use of asset classes, according to Parametric....

Financial planning

Australians are entering retirement with an increased ownership of second properties, according to the Australian Housing and Urban Research Institute. ...

Superannuation

Several organisations have banded together to form the Alliance for a Fairer Retirement System, taking specific aim at Labor’s proposed dividend policy....

Financial planning

The choice architecture of superannuation could be too complex for those in retirement, as their financial decision-making is impaired by cognitive decline, according to ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 3 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 6 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
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