Search Results | Showing 31 - 40 of 1211 results for "Retiree" |
| | | Platform providers' ability to innovate and improve administrative efficiencies are enabling financial advisers to digitally self-serve and improve client outcomes, according to SuitabilityHub. The 2024 platform market wrap found that the move to digital ... |
| | | | ... similar technologies, with appropriate protections. "Retirement is deeply personal. There is no one size fits all, as each retiree has their own wants, needs and expectations of this important phase of their life," Blackmore concluded. "It's important ... |
| | | | Opening up superannuation funds to more comprehensive financial advice could help solve some of the retirement income challenges Australians face, according to the Actuaries Institute. In its submission to the Retirement Phase of Superannuation consultation ... |
| | | | Super funds lack crucial data on members' retirement income certainty preferences, hindering effective retirement assistance and compliance with Retirement Income Covenant obligations, research by Capital Preferences and Challenger reveals. The ... |
| | | | ... products including annuities have been bolstered by higher interest rates. "We are having exciting conversations with our retiree clients about a much broader range of products and investments that may suit their needs," Devlin said. Embracing volatility ... |
| | | | Despite positive investment market performance, Australians' retirement confidence is weakening, according to a State Street Global Advisors survey. Contrary to expectations, State Street's Global Retirement Reality report found that factors like inflation ... |
| | | | The Financial Advice Association Australia (FAAA) expects a year of positive change, including cutting costs for advisers, greater engagement with consumers, and rising adviser numbers. Outlining its priorities and expectations for 2024, the FAAA has ... |
| | | | ... in retirement public policy issues to its government affairs team, and last year it acquired retirement income fintech Retiree Inc. "The new Global Retirement Strategy Team will bring the full weight of the firm's resources, expertise, and product ... |
| | | | While there are good indications that Melissa Caddick's victims will recoup most of their funds, the lawyer spearheading the latest class action believes that SMSF clients should get all their money back. Michael Chapman, a director at Melbourne-based ... |
| | | | BT has forecast that the unexpected surge in Australian property values, fuelled by population growth and a housing shortage in major cities, is set to galvanise financial advice discussions focused on superannuation and tax strategies. "Good old real ... |
|
