Industry super fund, NGS Super is launching an SMSF profiler to help people make “the right choice for them” based on a series of multiple choice questions....

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...

ASIC has completed surveillance of intra-fund advice delivered by superannuation funds including whether they’ve extended it to transition to retirement strategies....

Face to face advice with incumbent clients is restricting the shift to the next phase of financial advice....

ASIC has banned a former Sydney-based financial adviser who was not trained or competent to provide financial services for three years....

AMP Limited has moved to change remuneration structures around its life insurance offerings ahead of any moves resulting from the Trowbridge recommendations....

A Victorian financial adviser has avoided jail after pleading guilty to misleading a client into making a $250,000 investment....

The latest Australian Council of Superannuation Investors’ sustainability disclosure report it found one in three S&P/ASX200 companies had reporting ratings of basic ...

Government warned of unintended negative consequences of removing dividend imputation regime....

Australians need to pay more attention to their retirement plans, after an international survey revealed 61 per cent of retirees are failing to live out their dreams....

ASFA calls for specialist accreditation for planners advising on retirement to tackle complex issues, and products like annuities....

Financial advisers are using separately managed accounts at record levels and are moving away from direct equities due to concerns about their complexity and inefficiency...

Comparing industry funds performance against that of retail funds is probably invalid and not reflective of meeting members’ final objectives, according to APRA....

AFA chief executive, Brad Fox, acknowledges leadership of AMP on life/risk changes but urges continued pursuit of a unified position....

Centrepoint Alliance will be the first large non-aligned planning group to remove upfront commissions from July 1 adopting a hybrid and level commission model...

Former Wickham Securities chief executive, Garth Peter Robertson, will face Brisbane Magistrates Court next month on multiple fraud charges....

Insurance group, Allianz, has refunded more than $1.4 million to approximately 20,000 clients....

Wealthsure planning arm accepts new EU after restructure and sale with other parts of business to surrender licence...

Sentry has confirmed that it has merged with Wealthsure after news the two groups had joined was flagged by ASIC....

Smart beta ETF are likely to be repeat outperformers but will also become harder to evaluate as that segment of the ETF market matures according to Morningstar....