All Articles tagged with 'retirement'

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Financial Planning Week addresses financial topics close to our hearts

From FPA - Financial Planning Association

The questions financial planners are most asked, as well as the most debated topics from last year’s Financial Planning Week will form the basis of the key areas for discussion

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22 Aug 2013

Financial Planning Association hosts 13th Financial Planning Week

From FPA - Financial Planning Association

The Financial Planning Association (FPA) is set to hold the 13th annual Financial Planning Week from 26 August – 1 September. This week-long consumer initiative is designed to encourage, educate

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14 Aug 2013

Post retirement products aren’t mission impossible, says Russell

From Russell Investments

There is no one right post-retirement solution for all superfunds according to Russell Investments. The global asset manager says building a post-retirement solution is a complex task for funds, due

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13 Dec 2012

Aged care client conversation-another year older

From Aged Care Steps

As we approach the end of another year, many people including your clients will be looking forward to the festive season and the chance to slow down and catch up

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27 Nov 2012

Structural shift to fundamentally alter the provision of advice to retirees

Specialist investment research house Lonsec, and global actuarial and consulting firm Milliman, believe strong catalysts and structural trends have emerged that will fundamentally alter the provision of financial advice to

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01 Nov 2012

50 shades of retirement – or is it not so grey?

From Global Partnerships Financial Planning

There are three key secrets to a successful retirement, according to a new white paper released by Global Partnerships Financial Planning (GPFC). The white paper was developed after in-depth research

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25 Oct 2012

AMP reminds customers to stop super from walking

From AMP Financial Services

AMP is reminding customers to consolidate their super following a successful campaign to reunite members with their lost super. Approximately $4.8 million in lost super has been returned to AMP

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08 Oct 2012

Superannuation funds: size isn’t everything

From FuturePlus Financial Services

The prevailing view that superannuation funds must merge in order to survive and achieve scale does not stand up to scrutiny, according to Madeline Dermatossian, Managing Director of FuturePlus. “Many

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03 Oct 2012

Retirement adequacy falls as Australians remain cautious

From AMP Financial Services

The retirement adequacy of working Australians was at its lowest level since the GFC, falling almost 2 percentage points to 69.4% while projected retirement savings fell 7% to $492,000, according

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27 Sep 2012

Super contributions record strongest yearly growth since 2007

From FSC - Financial Services Council

The Financial Services Council’s Bond Report released today shows contributions to APRA regulated superannuation funds in the 2011-12 financial year recorded their strongest growth since before the global financial crisis.

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28 Aug 2012

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]