MYMAVINS

Financial planning

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

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

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

Financial planning

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

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

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

Financial planning

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...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

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

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 days 6 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks ago