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Showing 121 - 130 of 204 results for "Older Australian"

No longer doing it for the kids

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2017
Leaving an inheritance for children is no longer a priority for retirees although seeking out financial advice to help navigate retirement is of high importance. Latest research from Challenger and National Seniors Australia shows 3% of over-50s intend ...

ASIC targets retirement products and services

KARREN VERGARA  |  MONDAY, 4 SEP 2017
The corporate regulator has formed an internal working group to address financial issues of older Australians. In its 2017-18 Corporate Plan, ASIC highlighted it will examine financial products and services provided to older Australians - especially ...

Advice too pricey for poor Australians

JAMIE WILLIAMSON  |  MONDAY, 7 AUG 2017
About 75% of Australians have not engaged a financial adviser in the last five years, with many believing it's too expensive and they don't earn enough to justify doing so. The majority of Australians who did visit a financial adviser in the last five ...

Australia a nation changing fast: Census

ALEX DUNNIN  |  TUESDAY, 27 JUN 2017
The first snapshot results of the 2016 Census have been released by the Australian Bureau of Statistics and for the wealth management industry they paint a picture of a rapidly changing nation and marketplace. For starters, population growth is increasing. ...

What the 2017 Budget means for you

DARREN SNYDER  |  TUESDAY, 9 MAY 2017
The entire wealth management and financial services sector will be impacted by the 2017 Federal Budget, a document that's received mixed reviews and needs caution in its digestion. Financial advisers will face several challenges as they attempt to navigate ...

Downsizing measures present advice opportunities

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
Financial planners will have an easier time preparing for and sustaining clients throughout retirement thanks to new measures for retirees wishing to downsize the family home. It also presents a number of advice opportunities. The Federal Budget proposes ...

MySuper progresses to MyRetirement

DARREN SNYDER  |  FRIDAY, 16 DEC 2016
The Federal Government is taking a leaf out of the MySuper playbook, suggesting Comprehensive Income Products for Retirement become MyRetirement products. Releasing a Treasury consultation paper on the development framework for CIPRs, Government Minister ...

The rise of the robo-adviser

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
Financial advisers must be encouraged by keen online investors seeking more robo-advice opportunities and new automated investment solutions. This is a key finding in the inaugural Investment Trends Robo-advice Report released this week. The report ...

Millennials investing, just not in super

KERRIE SYDEE  |  THURSDAY, 15 SEP 2016
Younger Australians, those aged 18-29, plan to invest more than their older counterparts, according to the MLC Q2 Wealth Behaviour Survey; the problem is they're not planning to invest in their superannuation. The quarterly survey of more than 2,000 ...

Millennials investing, just not in super

KERRIE SYDEE  |  THURSDAY, 15 SEP 2016
Younger Australians, those aged 18-29, plan to invest more than their older counterparts, according to the MLC Q2 Wealth Behaviour Survey; the problem is they're not planning to invest in their superannuation. The quarterly survey of more than 2,000 ...