MYMAVINS

Financial planning

Advisers ‘in the box seat’ of upcoming wealth transfer: Fidelity

Seeking to help their loved ones achieve greater financial security through an inheritance, Australians are increasingly looking to advisers for estate planning and engag...

Financial planning

Expect increased video SOA uptake post-QAR

Industry experts are expectant of video statements of advice gaining in popularity as the Quality of Advice Review loosens rules on what advice documentation should look ...

Expert Analysis

Advisers’ changing role in retirement transition

Transitioning from working to retirement is one of the biggest life changes and challenges most people will face, writes Richard Dinham....

Financial planning

Advisers should help change spending behaviour

While statements of advice are a legal requirement, it creates learned helplessness and does not empower retiree clients and advisers need to help them understand how muc...

Financial planning

Advisers adding value in retirement transition

The transition phase to retirement has been identified as the stage of life when financial planners add most value to a client, according to research....

Financial planning

Advisers key to retiree happiness and wellbeing

Financial advisers need to incorporate drivers of satisfaction into the advice process and portfolio construction decisions, according to a study....

Financial planning

Pre-retirees with advisers are happier

Pre-retirees are the least happy retirement cohort because of the financial stress of approaching retirement but those with an adviser report higher life satisfaction, ac...