RETIREMENT

People & Products

Allianz Retire+ has appointed Andrew Stewart as head of distribution wealth....

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Superannuation

Australia is sitting among the top five best countries globally to retire as superannuation fund members navigate preparing for retirement in an inflationary environment....

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Funds management

Insight Investment has described how retail investors and their advisers can help to smooth returns and maximise certainty in an uncertain market environment....

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Superannuation

Australia has a large untapped workforce of older Australians who would delay retirement for up to 10 years if they were able to switch careers and achieve a better work ...

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Superannuation

The Retirement Income Covenant (RIC) may set a benchmark when it comes to what is good practice for retirement strategy without diminishing the value offered by financial...

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Financial planning

The majority of Australian retirees are concerned about the Federal Government implementing an inheritance tax, according to a survey....

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Financial planning

Industry merger activity in the superannuation space has led to revenue for Link’s retirement and superannuation solutions business declining 2.3% while a new chief execu...

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Financial planning

Following months of discussion and consultation, Treasury has released its final report into the Retirement Income Covenant, stating it is confident superannuation truste...

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Funds management

AMP Limited will look to “better serve” the retirement market and take its products direct to clients following the demerger with AMP Capital’s private markets business....

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Financial planning

The signing of the memorandum of understanding will see the two firms launch wealth management and retirement income solutions for Australian retail investors....

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Superannuation

Superannuation members should develop accumulation strategy designs which factor in changes to risk objectives, new insights gleaned, or behaviours found out from the dev...

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Financial planning

Retirees could be more confident if advisers use more complex strategies such as an individual asset liability model as more precision would have gone into the constructi...

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Financial planning

Greater innovation in the decumulation phase for products, as well as greater access through platforms, are the two areas the retirement income covenant will help improve...

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Superannuation

Its year-long review has examined the role of the family home in retirement income provision, how advice results in better use of superannuation savings, and the Age Pens...

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Financial planning

Setting a target retirement date is no longer the most effective way to plan for retirement savings, according to American Century, as more people take a ‘phased retireme...

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day 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 1 week 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 ago

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

9 months 2 weeks ago