Less than half of all Australians have basic financial literacy, putting a risk on major decisions in areas like superannuation investments....
Advisers should start super contribution discussions with clients from their 20s and 30s to avoid the longevity risk facing the retiring baby boomer generation....
There is a lack of product innovation in the insurance industry to tackle high lapse rates but now might be a good opportunity in light of the Trowbridge report, a non-al...
ASFA calls for specialist accreditation for planners advising on retirement to tackle complex issues, and products like annuities....
Only 36 per cent of financial advisers are confident in their knowledge of annuities, meaning there is a need for product providers to provide educational tools to bridge...
TAL said financial advisers are vital in providing guidance on appropriate life insurance cover for clients, as the company paid $947 million in claims last year....
Various iterations of the FOFA reforms over the last three years mean financial advisers remain confused over the exact requirements from them to comply with the reforms....
Labor seems intent on taxing earnings above a certain level in the pension phase but should realise super is not a revenue source, Olivia Long argued....
A third of all advisers expect more clients in the 75+ age cohort and are adapting their businesses to suit their needs. ...
Effective advice solutions have to accompany product innovation if we are to foster a healthy retirement income system....
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...