A committee set up by the International Organisation of Securities Commissions found investors in many jurisdictions had unsatisfactory knowledge about basic financial co...
Super funds need to invest in advice structures, engagement, and member servicing to retain members but many are struggling to have clear strategies, SuperRatings said....
People aged between 35 and 49 do not place value in going to a financial advisor, with only 15 per cent having done so....
There is some confusion and buck passing between trustees and advisers when it comes to compliance responsibility of a SMSF....
There is potential for banks to provide products for children, as research finds they have saved more than $650 million....
AMP has announced it has agreed to acquire a 19.99 per cent stake in China’s largest pension company China Life Pension Company....
Mercer research showed more than half of Australians will have less money than required to meet their desired retirement lifestyle. ...
Quantum Financial principal Claire Mackay has been appointed to ASIC's external advisory panel. ...
SMSF retirees drawing more than the ‘comfortable’ income level should not become over-confident, a research paper warned....
Australian taxpayers who voluntarily disclose their offshore income and assets under Project DO IT will not face a ‘red flag’....
The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....
Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...
Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...