MYMAVINS

Financial planning

Seeking to help their loved ones achieve greater financial security through an inheritance, Australians are increasingly looking to advisers for estate planning and engag...

Financial planning

Industry experts are expectant of video statements of advice gaining in popularity as the Quality of Advice Review loosens rules on what advice documentation should look ...

Expert Analysis

Transitioning from working to retirement is one of the biggest life changes and challenges most people will face, writes Richard Dinham....

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Financial planning

While statements of advice are a legal requirement, it creates learned helplessness and does not empower retiree clients and advisers need to help them understand how muc...

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Financial planning

The transition phase to retirement has been identified as the stage of life when financial planners add most value to a client, according to research....

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Financial planning

Financial advisers need to incorporate drivers of satisfaction into the advice process and portfolio construction decisions, according to a study....

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Financial planning

Pre-retirees are the least happy retirement cohort because of the financial stress of approaching retirement but those with an adviser report higher life satisfaction, ac...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Gee

Not possible to coninue if the cost is given to remaining advisors ...

2 days 6 hours ago
Murray Wilkinson

In Australia this was the country of a "Fair Go". This Government is using us. We need direct action and we need to figh...

2 days 8 hours ago
mark mclennan

I am reading a lot about the unfairness of CSLR, QAR etc etc and it is clear that there is massive inequity taking place...

2 days 11 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 3 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 1 week ago