MATT LIPPIATT

Financial planning

New research has confirmed that clients are more aware of advice but are still struggling to understand the value it delivers....

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Financial planning

The majority of millennials feel confident about their financial future but aren’t prepared for the possibility of unemployment due to injury or illness, new research fro...

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Life/Risk

Couples or families relying on two incomes could hit dire financial straits if one income earner was unable to work, but many individuals in that situation aren’t adequat...

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Financial planning

New research has suggested that when it comes to keeping clients happy, adviser soft skills are every bit as important as possession of a university degree for financial ...

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Financial planning

While annual reviews with financial advisers are the key to client and business success, only half of advisers are actually conducting them....

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Financial planning

Despite the bad press, 38 per cent of small to medium enterprises (SMEs) and 20 per cent of advised consumers say the Royal Commission will make them even more likely to ...

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

5 days 22 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

5 days 23 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

6 days 22 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago