RETIREMENT
Superannuation
Older Australians are planning to help their children financially but could end up burdening them later in life, according to REST Industry Super....
Financial planning
Women are still playing catch-up to men when it comes to retirement income and it is seemingly not getting any easier. Jassmyn Goh finds out what can help half the popula...
Tools & guides
Anna Mirzoyan asks if the superannuation contribution splitting strategy can improve a member’s future entitlement to the Age Pension. ...
Financial planning
New research has confirmed that advice is pivotal to superannuation and that funds need to recognise the value delivered by financial planners....
Financial planning
An oversupply of buyers and an undersupply of advice practices could lead buyers into making the wrong purchase, Paul Tynan warned....
Funds management
Investment bonds have not been front of mind for many advisers in the past 20 years but are slowly coming back into vogue. Jassmyn Goh finds out what has changed....
Financial planning
Financial advisers and superannuation funds are best placed to educate retirees about using reverse mortgages to support their retirements....
Financial planning
It is often assumed that young people are not actively looking to manage their finances, however, the FPA’s Financial Planning Week found the opposite....
Financial planning
Advisers should not forget the role of dynamic asset allocation for retiring Australians, even as the super system is set to reach $9 trillion by 2040....
Tools & guides
An increasingly wealthy Asia will be looking for investment opportunities in Australia and fund managers need to do more to have their investment products accepted in oth...
Funds management
SMSF saw a robust growth in investment returns during the 2014-15 financial year, according to new findings by SMSF retirement specialist Accurium....
Financial planning
New research confirms age discrimination is declining with more workers willing to stay in work beyond age 65....
Financial planning
Some retirement products are inherently complex to effectively generate income streams and it is up to the industry communicate the benefits to customers....
Financial planning
Despite being more worried about retirement income shortfall, Australian women gave less thought towards planning forward than men....
Financial planning
The FSC-CBA Older Workers report showed age discrimination in the workplace had reduced in Australia, which was heartening given the longevity issues Australia faced. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...