RICE WARNER

Financial planning

Individual submissions to the Quality of Advice Review have found financial advisers around the country are in dispute as to whether financial technology could help to re...

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Financial planning

An executive with major consultancy Deloitte has revealed that at least two of the major banks have been scoping out opportunities to return to the financial planning are...

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Financial planning

Superannuation legislation, product development, and governance and technology will have a huge impact on the personal investments market, according to Rice Warner....

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Superannuation

Deloitte has acquired leading independent actuarial consultancy, Rice Warner....

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Financial planning

If doctors could accommodate the existence of paramedics, why can’t the financial advice profession accept a similar situation with respect to some lesser qualified advis...

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Financial planning

A panel has agreed that a hybrid advice model is needed to close the advice gap but the digital side needs to be trusted by the consumer and holding them account to what ...

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SMSF

Individuals who have decided to set up their own self-managed super funds are motivated by far more than costs or investment returns, with a desire for control over their...

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Superannuation

Self-managed superannuation funds have become more competitive with Australian Prudential Regulation Authority regulated funds over the past seven years but having a soli...

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Superannuation

A Rice Warner report, to be launched later this month, will look at when self-managed superannuation funds are most cost-effective....

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Financial planning

Providing simple financial advice should not need best interest duty as the amount of risk a consumer would take is low and unlikely to be against their interests, accord...

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Financial planning

The Government wants financial advice to be made more affordable and a Financial Services Council has canvassed easier scaled advice, technology and less red tape as bein...

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Superannuation

Leading actuarial research house, Rice Warner, has called for delaying the next superannuation guarantee rise rather than abandoning it altogether. ...

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Superannuation

Superannuation funds need to carefully think through what they are telling consumers in terms of target returns in circumstances where the COVID-19 pandemic has changed t...

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Financial planning

Lower superannuation fund returns over the long term may see financial planners forced to change their traditional advice model around superannuation, particularly for th...

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Superannuation

Superannuation industry executives have acknowledged the potential for funds to run into liquidity issues because of the downturn and risk to jobs in the travel, hospital...

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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...

1 week 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...

1 week 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...

1 week 1 day 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 2 weeks ago