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Showing 31 - 40 of 74 results for "Retirement advice"

Advisers can step up to retirement planning boom

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... of the Retirement Income Covenant, there has never been a better time for advisers to position themselves as retirement advice specialists. This is according to SuperEd chair Jeremy Duffield, who predicts that retirement planning will be a major focus ...

Super fund advice not useful: Research

JAMIE WILLIAMSON  |  THURSDAY, 6 MAY 2021
... advice they had received from their fund was useful. Meanwhile, 53% of Australians said they would expect to seek retirement advice from a financial adviser but of those over 55 years of age who had, just 29% found that advice to be useful. In comparison ...

Super advice firm buys robo-adviser

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... former Westpac executive Hugh Morrow who is now SuperEd chief executive. The mission is to deliver affordable pre-retirement advice to more Australians through the use technology. Morrow said Clover's capabilities will be used in implementing its ...

Partnership sees improved advice services

ELIZA BAVIN  |  MONDAY, 17 FEB 2020
... was possible before, including contributions, investment choice, insurance, transition to retirement, simple retirement advice, and a retirement health check. "The partnership with Link Advice gives LGIAsuper access to a pool of qualified advisers and ...

AIST finds issues with FASEA code

ELIZABETH MCARTHUR  |  MONDAY, 25 NOV 2019
... illustrating how an adviser should be adhering to the code," Scheerlinck added. "Given that superannuation and retirement advice is the most common type of advice received (representing approximately one third of industry revenue for the year 2016-2017) ...

Link Advice partners with $12bn super fund

HARRISON WORLEY  |  THURSDAY, 31 OCT 2019
... fund could previously attend to, such as contributions, investment choice, insurance, transition to retirement, retirement advice and retirement health checks. "This is particularly important in a post-Royal Commission world, where higher education standards ...

No one reads the PDS: ASIC

ELIZABETH MCARTHUR  |  TUESDAY, 15 OCT 2019
... getting. As evidence, ASIC pointed to shadow shopping research in 2012 in which 86% of consumers considered the retirement advice they received to be good, but ASIC assessors rated only 3% of the advice they reviewed as good. Perhaps the least surprising ...

Technology coming for advice jobs

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
Rice Warner says technology is likely to forever alter how people expect to receive and pay for retirement advice. New insights from the research house suggest robo-advice is not the only channel through which the advice industry will be changed by ...

Allianz Retire+ to research retirement transition

HARRISON WORLEY  |  TUESDAY, 17 SEP 2019
... together to assist people transition to retirement. "This research has the potential to rescript how we approach retirement advice, so as an industry, we are creating confidence for Australians in retirement," Allianz Retire+ head of product and customer ...

Royal Commission must cast net wider

JAMIE WILLIAMSON  |  MONDAY, 16 APR 2018
... members' retirement savings. Citing Productivity Commission reports, the Royal Commission notes superannuation and retirement advice is the most common type of financial advice sought by consumers. It represents about one-third of the $4.6 billion in ...