AIST

Financial planning

The relationship between an adviser and clients is vital for the life insurance industry and insurers should support those advisers who remain through challenging times....

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Features

Superannuation funds need to keep up with changing community expectations that can lead to regulatory changes with the latest one regarding marketing and sponsorship expe...

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Superannuation

Following the release of Choice super data, the Australian Institute of Superannuation Trustees is calling for the Government to amend legislation to prevent any member b...

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Superannuation

Disclosing the precise value of privately held assets will compromise super funds from being able to effectively implement investment strategies, according to the Austral...

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Outsider

To break up the tedium of the current lockdown, Outsider spent the past week listening to the virtual Australian Institute of Superannuation Trustees Superannuation Inves...

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Superannuation

How much money is made is more important than how it is made, according to AustralianSuper chief investment officer, Mark Delaney, as many superannuation funds struggle t...

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Superannuation

The funds that failed the performance test need to figure out their options by the end of the year and most funds will likely not recover. ...

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Superannuation

The corporate regulator will act if it sees false, misleading or deceptive conduct in member disclosures of all super funds – not just those that failed the performance t...

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Superannuation

The corporate regulator intends to monitor members from underperforming super funds from being swayed into an untested fund that is in reality performing worse, however i...

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Superannuation

Being too slow to process an investment change is an example of bad governance, according to a superannuation panel, and one fund could have missed $90 million in returns...

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Superannuation

Trustees will be too focused on outperforming the measure rather focusing on member outcomes, according to an industry fund....

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Features

Advice practices need to put more work into their culture, career structures and salaries if they want to attract and retain what little supply there is of current and fu...

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Financial planning

Financial planning students are frustrated the industry does not have graduate or internship programs to pave careers in advice....

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Financial planning

Trustees should come up with an approach that allows them to have necessary comfort that the quality of advice that is provided to members is as it should be, according t...

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Superannuation

HESTA, Women in Super and the Australian Institute of Superannuation Trustees are among the organisations who have requested the Government pass the legislation with urge...

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Never miss the latest news and developments in wealth management industry

Big Feller

This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...

2 hours 50 minutes ago
One foot out the door

Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...

7 hours 40 minutes ago
Craig Offenhauser

I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...

3 days 2 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago