Gen Y financial services clients are reporting the highest satisfaction levels with financial advisers, while Australians in their mid-40s to 60s are the most dissatisfie...
Nearly 20 industry bodies have met with the Assistant Treasurer and agreed on the need to improve adviser standards following the PJC model....
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...
Superannuation funds will have until 1 July 2016 to meet the Stronger Super portfolio holdings disclosure reporting and choice product dashboard requirements, ASIC reveal...
A Victorian accountant breached his fiduciary duty after making “unauthorised transfers” from an 88-year-old’s SMSF....
Advisers should start super contribution discussions with clients from their 20s and 30s to avoid the longevity risk facing the retiring baby boomer generation....
The Government will give the Commissioner of Taxation statutory remedial power to resolve unforeseen outcomes of tax and superannuation law....
Less than half of all Australians have basic financial literacy, putting a risk on major decisions in areas like superannuation investments....
Non-aligned planning group Synchron has put out to tender the development of a level premium set-term basis insurance product as part of its response to the Trowbridge Re...
Westpac posts solid result with platforms performing well but with advice fees lagging....
Robo-advice tools can be used by planners to attract and retain clients but poor value propositions will be wiped out by technology....
More announcements expected on move from upfront commissions amid advisers feeling rushed on Trowbridge....
The FPA has called for upfront commissions to be capped at four times ongoing payments and for insurers to offer dial down commissions....
The 2015 Federal Budget represents a crucial ingredient for the Abbott Government in getting its political and economic agendas back on track. Money Management and the F...
The SuperStream deadline is fast approaching and trustees from small employers need to be ready and compliant by 1 July or face penalties....
A select group of actively managed equities funds have consistently outperformed raising the question of how managers are being selected according to Lonsec Research...
Poor talent management may be the reason many leading Australian companies still lack gender diversity in their senior executive ranks, research reveals....
The Government is setting up a financial crime taskforce to fight against superannuation and investment fraud, identity crime, and tax evasion....
ANZ posts steady half-year profit and signals a continuing focus on a vertically-integrated wealth management approach leveraging its banking customer base....
The AFA acknowledges that the approach outlined by the FPA on Trowbridge accords very closely with its own but deadlines remain the issue....
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...