Financial advice

Enabling super funds to provide cost-effective advice

SoAs ineffective at engaging consumers: ASFA

Westpac fined $113m for compliance failures

Engagement, education, & supporting super members.


Dealer group charged with anti-hawking offences

Regulator challenged on ethical considerations in performance test

Advisers crucial for Retirement Income Covenant success

Happy holidays from Super Review

ASIC shuts down unlicensed financial services business

TAL offers mental health support to advisers

Retirement income covenant to shape adviser strategies

Super funds ‘terrified’ of giving advice

Ex-adviser faces criminal charges for ban breach

Link Group’s revenue down 6%

Low numbers have financial plan for aged care

Intrafund advice needs to be expanded

State Street acquires Mercatus

Super members don’t connect with the word ‘advice’

Investors left exposed by target retirement date strategies

Super trustees to expect further advice fee oversight by regulators

Retirees ‘desperately’ need advice

Single advice disciplinary body to remove complexity

Hayne failed and APRA failed on industry funds

ASIC confirms monitoring of super advice

Industry fund signs new intrafund advice delivery deal

Advice gap hitting those near retirement

ACCC would investigate advice within super, if only someone asked

REST announces insourcing of general advice services

Top adviser queries on super and contributions

Personal investments market to grow 4.4% p.a. over 15 years

Many retirement planning tools not accurate in life expectancy

APRA imposes capital increases on Macquarie Bank

Cost of retirement up in December

Aware Super to acquire 25% in Lendlease retirement living business

Call to let advisers and clients agree scope up-front

Stop prioritising compliance over client needs says SMSF Association

Industry funds urge extension of intra-fund advice

Aussies worried they do not have enough for retirement

Advisers’ retirement investing framework unstructured

Merry Christmas from Super Review

Intra-fund advice is not special says ASIC

Advice part of key to UK retirement strategies

QSuper contemplating deduction of external advice fees

ASIC affordable advice paper opportunity to address limited licence regime

End to hawking welcomed

Industry funds canvass three-way advice fee split

ASIC explains no action position on super advice

Most super advice should be classified as ‘simple personal advice’

Stephen Jones challenges whether advice is affordable or not

One major industry fund does charge for intrafund advice

Intrafund advice must leave clients better off says ASIC