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Financial planning

The relationship between an adviser and clients is vital for the life insurance industry and insurers should support those advisers who remain through challenging times....

Features

Superannuation funds need to keep up with changing community expectations that can lead to regulatory changes with the latest one regarding marketing and sponsorship expe...

Superannuation

Following the release of Choice super data, the Australian Institute of Superannuation Trustees is calling for the Government to amend legislation to prevent any member b...

Superannuation

Disclosing the precise value of privately held assets will compromise super funds from being able to effectively implement investment strategies, according to the Austral...

Outsider

To break up the tedium of the current lockdown, Outsider spent the past week listening to the virtual Australian Institute of Superannuation Trustees Superannuation Inves...

Superannuation

How much money is made is more important than how it is made, according to AustralianSuper chief investment officer, Mark Delaney, as many superannuation funds struggle t...

Superannuation

The funds that failed the performance test need to figure out their options by the end of the year and most funds will likely not recover. ...

Superannuation

The corporate regulator will act if it sees false, misleading or deceptive conduct in member disclosures of all super funds – not just those that failed the performance t...

Superannuation

The corporate regulator intends to monitor members from underperforming super funds from being swayed into an untested fund that is in reality performing worse, however i...

Superannuation

Being too slow to process an investment change is an example of bad governance, according to a superannuation panel, and one fund could have missed $90 million in returns...

Superannuation

Trustees will be too focused on outperforming the measure rather focusing on member outcomes, according to an industry fund....

Features

Advice practices need to put more work into their culture, career structures and salaries if they want to attract and retain what little supply there is of current and fu...

Financial planning

Financial planning students are frustrated the industry does not have graduate or internship programs to pave careers in advice....

Financial planning

Trustees should come up with an approach that allows them to have necessary comfort that the quality of advice that is provided to members is as it should be, according t...

Superannuation

HESTA, Women in Super and the Australian Institute of Superannuation Trustees are among the organisations who have requested the Government pass the legislation with urge...

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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’...

1 week ago

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

1 month 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 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. ...

1 week 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. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 4 days ago