6+ day, 12+ hour ago   (506+ words) Home > Financial Planning > Over-75s’ share of advised wealth jumps nearly 50% The share of funds under advice held by Australians aged 75 and over has surged to 22%, a near 50% increase from 2020, in a significant shift that is reshaping the financial planning industry…...

1+ week, 9+ hour ago   (256+ words) Home > Funds Management > Perennial closes three responsible investment funds Managing Editor and Publisher Funds manager Perennial is closing its three specialist responsible investment funds. The company said it would be closing the Perennial Better Future Trust, the Perennial Better Future…...

1+ week, 18+ hour ago   (958+ words) Home > Life Insurance > How CPI-linked income can help protect retirement lifestyles Inflation can quietly erode purchasing power over a retirement that may last 20 to 30 years. CPI-linked income can help retirees maintain their lifestyle by ensuring essential spending keeps pace with…...

1+ week, 6+ day ago   (517+ words) Home > Managed Accounts > Don’t over-read Warsh comments Managing Editor and Publisher Despite the strong comments of Federal Reserve chairman, Kevin Warsh at Jackson Hole investors should not be too focused on a rate rise in the shadow of the US…...

1+ week, 6+ day ago   (466+ words) Home > Financial Planning > Deposit rate blind spot leaves millions of Australians behind New research from comparison site Finder has revealed more than one-third of Australians are unaware of the deposit rate on their primary savings account, exposing a major blind…...