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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...

Financial planning • 1 May 2015

Nearly 20 industry bodies have met with the Assistant Treasurer and agreed on the need to improve adviser standards following the PJC model....

Financial planning • 1 May 2015

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...

Life/Risk • 1 May 2015

Superannuation funds will have until 1 July 2016 to meet the Stronger Super portfolio holdings disclosure reporting and choice product dashboard requirements, ASIC reveal...

Superannuation • 1 May 2015

A Victorian accountant breached his fiduciary duty after making “unauthorised transfers” from an 88-year-old’s SMSF....

Superannuation • 4 May 2015

Advisers should start super contribution discussions with clients from their 20s and 30s to avoid the longevity risk facing the retiring baby boomer generation....

Superannuation • 4 May 2015

The Government will give the Commissioner of Taxation statutory remedial power to resolve unforeseen outcomes of tax and superannuation law....

Policy & Regulation • 4 May 2015

Less than half of all Australians have basic financial literacy, putting a risk on major decisions in areas like superannuation investments....

Financial planning • 4 May 2015

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...

Life/Risk • 4 May 2015

Westpac posts solid result with platforms performing well but with advice fees lagging....

Financial planning • 4 May 2015

Robo-advice tools can be used by planners to attract and retain clients but poor value propositions will be wiped out by technology....

Financial planning • 4 May 2015

More announcements expected on move from upfront commissions amid advisers feeling rushed on Trowbridge....

Life/Risk • 4 May 2015

The FPA has called for upfront commissions to be capped at four times ongoing payments and for insurers to offer dial down commissions....

Life/Risk • 4 May 2015

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...

Past events • 5 May 2015

The SuperStream deadline is fast approaching and trustees from small employers need to be ready and compliant by 1 July or face penalties....

Superannuation • 5 May 2015

A select group of actively managed equities funds have consistently outperformed raising the question of how managers are being selected according to Lonsec Research...

Funds management • 5 May 2015

Poor talent management may be the reason many leading Australian companies still lack gender diversity in their senior executive ranks, research reveals....

Financial planning • 5 May 2015

The Government is setting up a financial crime taskforce to fight against superannuation and investment fraud, identity crime, and tax evasion....

Financial planning • 5 May 2015

ANZ posts steady half-year profit and signals a continuing focus on a vertically-integrated wealth management approach leveraging its banking customer base....

Financial planning • 5 May 2015

The AFA acknowledges that the approach outlined by the FPA on Trowbridge accords very closely with its own but deadlines remain the issue....

Financial planning • 5 May 2015
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 3 days 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. ...

3 weeks 3 days ago
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