ANDREW BOAL

Financial planning

Deloitte’s Andrew Boal believes digital advice delivered by superannuation funds is years away yet from being able to solve the financial advice gap. ...

Financial planning

Deloitte’s Andrew Boal believes there is a role for financial advisers to help clients understand longevity literacy as retirees find themselves “asset rich, cash poor”, ...

Features

New legislation that aims to improve the living standards of millions of Australians in retirement falls squarely onto the shoulders of wealth advisers and trustees, writ...

image
Superannuation

Its year-long review has examined the role of the family home in retirement income provision, how advice results in better use of superannuation savings, and the Age Pens...

image
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...

image
Features

Experts believe retirement income products need to be flexible, certain, and help retirees with their spending. But it is clear the development of these products continue...

image
Superannuation

The Actuaries Institute has backed the legislative changes requiring superannuation funds to develop retirement income strategies for their members from 1 July, next year...

image
People & Products

Willis Towers Watson announced the appointment of its new head of Australasia, which was combined with the head of corporate risk and broking role. ...

image
Funds management

Advisory and broking company, Willis Towers Watson, has today announced the appointment of Andrew Boal to the position of regional head of Australasia....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

4 weeks 1 day 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 1 week 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 6 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. ...

1 week 2 days 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...

1 week 1 day ago