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Financial planning

A new ABS survey reveals that while recent retirees are still exiting the workforce at around 60, future retirees are expecting to retire after 65....

Superannuation

New survey reveals super trustees and executives don’t believe their members understand their life insurance offerings....

Financial planning

AMP's super product AMP Flexible Super has notched up over $10 billion in assets under management this month....

Superannuation

The SMSF sector showed solid asset growth in the three months to 30 September 2013, according to the SMSF Professionals' Association of Australia. ...

Funds management

FSC points to cross-border flows report to renew calls for Investment Manager Regime implementation....

Superannuation

The superannuation guarantee needs to be drastically increased to 18 per cent for the system to become adequate, according to a financial services executive....

Superannuation

New survey confirms strong support for a single regulator approach to superannuation....

Financial planning

Regular savers could receive riches beyond dollars in the bank, with the pattern also promoting happiness and good health, a survey shows. ...

Financial planning

Financial services employees with high ethical standards may struggle to make it up the career ladder, a survey of executives has found. ...

Financial planning

Global transaction network specialist company, Calastone, has announced that IOOF has joined its Global Funds Transaction Network. ...

Funds management

Funds under management and advice (FUM/A) held in retail and wholesale managed funds shot up by 16.4 per cent to $953 billion in the 12 months to September....

Funds management

New research registers a decrease in the number of wealth management products being obtained via bank-aligned planners....

Financial planning

More than 80 per cent of Trust shareholders vote in favour of Perpetual bid....

Superannuation

The notion that self-managed super fund (SMSF) trustees should have a 'competency test' as suggested by visiting European financial literacy specialist Robert Holzmann ha...

Financial planning

BlackRock’s inaugural global survey found clients highly value financial advice but only 15 per cent use it....

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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 month 3 weeks ago

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

2 months 2 weeks ago

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

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

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