Pre-retirees concerned and underprepared

21-Jul-2017|By Daniel Paperny

Almost one in three Australians do not believe they will be in a comfortable financial position when they retire and half of those nearing retirement have not begun planning for it, according to a new study. The research prepared by Australi.. Read More

Opinion – Income can be protected from rising rates


Many market commentators have warned that investors face significant losses on their income portfolios as yields around the world begin to rise from record lows. Their warnings gained some validity when bond yie.. Read More

Compulsory super a win for Australians


Australian retirees are ranked sixth in the world for quality of life but asset managers need greater presence to gain momentum in the retirement space, according to Natixis Global Asset Management. The group&r.. Read More

Affinity purchase offers advice to all stages


Wealth management firm Affinity Group has launched a Brisbane practice offering ‘life cycle’ advice services by purchasing 50 per cent of a practice formerly operating under AMP advice group Hillross. .. Read More

Holistic focus helps advisers add value


Financial advisers can add value to the client experience by opening up their conversations with clients to include more than just financial security, according to life insurer AIA Australia. Speaking as part of.. Read More

ASIC bans PIS adviser for dishonest conduct


A former Professional Investment Services (PIS) financial planner has been permanently banned from providing financial services for engaging in dishonest conduct and misleading clients. Between September 2010 an.. Read More

Govt announces financial services tax changes


The federal government has announced a range of changes to financial services tax arrangements that it said would help to “mature the industry”. The changes were a response to industry concerns abo.. Read More

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