Inflation pushes retirement preparedness to 10-year low as retiree concerns mount

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Retirement preparedness among Australians has reached its lowest point in 10 years, according to the Brighter Super & Investment Trends 2024 Retirement Income Report[1]. The report, is a comprehensive snapshot

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Mind the gap: Super funds key pillar of support in both retirement expectations and reality

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Two years on from the Retirement Income Covenant coming into force, research from leading financial insights firm Investment Trends highlights the stark disconnect between the income sources pre-retirees expect to

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Adviser fee hikes drive client attrition, boost profit margins

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Investment Trends, a leading financial services research firm, has released its 2024 Adviser Business Model Report, offering crucial insights into the evolving landscape of financial advisory practices in Australia. The

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Technical content and workshops take centre stage at Technical Summit

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The more than 350 SMSF professionals who attended the two-day SMSF Association Technical Summit in Sydney this week went away armed with comprehensive strategies and enhanced industry knowledge to take

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ATO ‘difficulties’ a challenge for SMSF professionals and trustees

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A key challenge for financial advisers when servicing their self-managed super fund (SMSF) clients related to difficulties encountered with the ATO, Dr Irene Guiamatsia, Head of Research at the research

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Adviser numbers stabilise, reflecting positive market outlook: 2024 Adviser Product and Marketing Needs Report

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Leading financial services industry research firm Investment Trends has released the 17th edition of its 2024 Adviser Product and Marketing Needs Report, highlighting key trends and opportunities within the financial

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Investment Trends research to come under the microscope at Technical Summit

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Delegates to the SMSF Association 2024 Technical Summit, being held on 24-25 July at Sydney’s Hyatt Regency, will get a rare insight into the Vanguard/Investment Trends 2024 SMSF Report that explores how

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Significant opportunity for insurers to engage 2.6 million interested Australians without health coverage, new report reveals

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Key points Ready health insurance market: This untapped market has an average age of 39 years, with 45% aged between 18-34, and an average income of $78,000. Onboarding opportunities: The

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Rising climate and health risks spurs surge in Australian consumers’ appetite for insurance cover

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Key points 45% of Australian consumers say general and health insurance are both more important now than before the pandemic. Reputable brands (42%) and low premiums (37%) are rated as

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Rising climate and health risks spurs surge in Australian consumers’ appetite for insurance cover

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Key points 45% of Australian consumers say general and health insurance are both more important now than before the pandemic. Reputable brands (42%) and low premiums (37%) are rated as

continue reading