RETIREMENT

Superannuation

Freya Purnell takes a closer look at what life after Stronger Super might bring to the superannuation sector....

Superannuation

More than a third of new SMSF members in 2011 were under the age of 45, presenting an opportunity for advisers, particularly in the area of scaled advice, according to th...

Editorial

Dominic McCormick explains why passive funds are not a low risk portfolio approach....

Superannuation

Aaron Dunn provides five SMSF suggestions that could be used to attract new business in 2012....

Superannuation

With an estimated $330 billion set to flow out of the accumulation phase over the next decade, superannuation funds will have to offer annuity products if they want to re...

Financial planning

Standard and Poor's (S&P) restores three-star rating to Colonial First State's Wholesale Aust Share Long Short Core Fund....

Superannuation

SMSFs need to start focusing on the challenges of post-retirement, according to David Lees, general manager - superannuation and investments for the BT Financial Group....

Financial planning

Specialist financial services platform provider Bravura now boasts majority presence in KiwiSaver market....

Editorial

Financial planners need to develop new business models that take into account the two phases of retirement - active and elderly, according to Phil Galagher....

Editorial

As they prepare for retirement, the baby boomer generation continues to shape advice strategies and product development, writes Barry Wyatt....

Superannuation

The writing is on the wall that more responsibility will fall on individuals to fund their own retirement. The need for better post-retirement solutions to deal with long...

People & Products

Equity Trustees has appointed John Terlikar to manage its EQT Mortgage Income Fund in the lead-up to the retirement of the incumbent, Joe Aszodi....

Superannuation

The financial services industry needs to shift focus away from accumulation to decumulation thinking if it is to adequately meet the needs of those entering retirement....

Financial planning

Westpac chairman Ted Evans has announced his retirement....

Tools & guides

Tim Sanderson considers the benefits of implementing a transition-to-retirement strategy for clients....

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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 month 1 week ago

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

2 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...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 2 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks ago
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