Archive | Financial Planning

People are strangers to themselves in retirement

Strangers to themselves in retirement

Preferences revealed by actual investing behaviour are often different to preferences stated in surveys. Financial planners and super funds should use newer analyses that helps understand the discrepancies.

managed accounts

Four drivers of growth in managed accounts

Several factors contribute to the growth in managed accounts, which are like ‘implemented advice’ for investors. Despite the fallout from the Royal Commission, these factors are largely unaffected so growth should continue.

healthcare

How a carer inherited an estate

Carers may have a legitimate claim to an estate even if the deceased suffered from dementia when making a subsequent will. The Court seeks to establish whether testamentary capacity was disabled.

Australian banks

CBA waves white flag on wealth management

There’s a fundamental difference between banking and wealth management: bankers have no fiduciary obligation to their clients. It’s difficult for bankers to own fund managers and financial advice and fully accept the difference.

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Talk to your family about ageing and your will

Retirees should discuss goals and plans with their adult children, including wills, finances, consequences of incapacitation and current plans. Includes a suggested ‘Goals and Plans’ document to kick off the conversation.

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