Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
RETIREMENT
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....
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 ...
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...
Financial planning
The majority of Australian retirees are concerned about the Federal Government implementing an inheritance tax, according to a survey....
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...
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...
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....
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....
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...
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...
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...
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...
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...
Financial planning
When it comes to retirement planning of mid-life clients, financial advisers should look to simplify decision-making and transitional career work, according to Full Time ...
Funds management
After years of Brexit negotiations, the UK is the cheapest market in the world, leading to an AMP retirement fund buying into the country for the first time. ...
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...