AIST chief executive, Tom Garcia, has urged the Serious Financial Crime Taskforce to make superannuation frauds a part of their focus....
Less than half of all Australians have basic financial literacy, putting a risk on major decisions in areas like superannuation investments....
Advisers should start super contribution discussions with clients from their 20s and 30s to avoid the longevity risk facing the retiring baby boomer generation....
There is a lack of product innovation in the insurance industry to tackle high lapse rates but now might be a good opportunity in light of the Trowbridge report, a non-al...
ASFA calls for specialist accreditation for planners advising on retirement to tackle complex issues, and products like annuities....
Only 36 per cent of financial advisers are confident in their knowledge of annuities, meaning there is a need for product providers to provide educational tools to bridge...
TAL said financial advisers are vital in providing guidance on appropriate life insurance cover for clients, as the company paid $947 million in claims last year....
Various iterations of the FOFA reforms over the last three years mean financial advisers remain confused over the exact requirements from them to comply with the reforms....
Labor seems intent on taxing earnings above a certain level in the pension phase but should realise super is not a revenue source, Olivia Long argued....
A third of all advisers expect more clients in the 75+ age cohort and are adapting their businesses to suit their needs. ...
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...