RETIREMENT

Financial planning

Fledgling financial planning software developers may be able to utilise an advertising funding model to stake a claim in the market....

Superannuation

New SuperRatings data highlighting the outperformance of industry superannuation funds over the long-term shows the representative trustee governance system is a superior...

Superannuation

A steadily increasing number of retirees say they are financially unprepared for retirement, according to Investment Trends research....

Superannuation

Less than one quarter of Australian households are confident of being able to fund their retirements from superannuation, hoping to fill the difference through asset sale...

Superannuation

New RaboDirect data reveals Australia's baby boomers are still falling short of a comfortable retirement....

Superannuation

Promoters of early release of superannuation benefits schemes are set to face tough penalties under proposed additions to the Government's Stronger Super reforms....

Financial planning

IOOF's offer to purchase Plan B at a 33 per cent premium was cited by the Plan B board as a major factor in its decision to unanimously recommend the takeover....

Editorial

FIIG's Dr Stephen Nash argues that inflation-linked bonds offer more than protection from inflation....

Superannuation

SMSF trustees are using CFDs to become more strategic with their portfolios and to ensure recent downturns are not adversely affecting their retirement goals, according t...

Superannuation

Younger Australians are more likely to have lost superannuation, although many are doing nothing to reclaim it, according to a new report from Westpac....

Financial planning

Women need financial advice, and the financial planning industry needs more women, writes AMP Horizons Academy's Tim Steele....

Funds management

With less money going around, boutique fund managers are facing a dangerous period and those with unsustainable business structures are set to be driven out of the market...

Policy & Regulation

Canstar has warned pre-retirees to check their contributions now to avoid the potential tax traps of exceeding the new cap....

Financial planning

Challenger is set to launch a new advertising campaign targeted at financial planners which will focus on the 'do nots' of asset allocation for retirees....

Financial planning

Matrix Planning Solutions has added Gold Coast-based Entire Financial Management to its member network....

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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’...

3 months 1 week ago

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

4 months ago

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

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

4 days 8 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 3 days ago
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