SUPERANNUATION

Superannuation

Superannuation trustees should be permitted to provide personal advice to members, according to recommendations handed down under the final report of the Quality of Advic...

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Financial planning

From Statements of Advice to digital advice to superannuation, what does the final QOA report say about five key financial advice issues?...

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People & Products

Vanguard’s head of super, Michael Lovett, is to depart just three months after the firm launched its superannuation offering....

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Financial planning

Advisers concerned about possible growth in superannuation funds providing financial advice after the Quality of Advice Review could wait longer than expected, according ...

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Funds management

M&A activity in the asset and wealth management space is expected to continue in 2023, according to EY, as firms see pressure on margins and profitability....

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Superannuation

A Melbourne woman has been sentenced for her involvement in a crime syndicate which stole over $3.3 million from superannuation and share trading accounts....

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Financial planning

A former Perth financial adviser has been sentenced after dishonestly obtaining over $35,000 from his clients’ superannuation. ...

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Financial planning

Population growth combined with a shrinking number of advisers means there has been a 74% rise in potential clients available per adviser, while total superannuation per ...

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Financial planning

A Monash University-led report has found women continue to have lower incomes and less superannuation than men, which is negatively affecting their health and wellbeing....

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Financial planning

FSC research has found the proposals would help retirees draw down $22.5 billion more from their super and increase life insurance uptake. ...

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Financial planning

Aware Super research has found members who receive advice are likely to end up with a higher superannuation balance and withdraw funds at a higher drawdown rate....

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Features

The pandemic has empowered workers to command good salaries from the comfort of their own homes. With 40% Australians now working from home, is retirement no longer a pri...

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Superannuation

In an interview with Money Management, outgoing APRA chair, Wayne Byres, has shared his thoughts on superannuation fund consolidation and the potential issue from increas...

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People & Products

The Fund Executives Association has appointed a new chief executive as Joanne Davison departs after nine years....

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Expert Analysis

Many Australians fear running out of money so how can employers and super funds help ease these worries?...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 21 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

5 days 1 hour ago