POWERED BY MOMENTUM MEDIA
financial planning
News
The Australian Securities and Investments Commission has told a Parliamentary Committee it is funded and willing to pursue bannings in the financial adviser space....
Financial advice
Going forward, financial planners must move to a model of radical transparency in order to retain clients and remain relevant....
Superannuation
NAB/MLC sought to retain grandfathered payments within a superannuation successor fund transfer for fear of losing financial planners and their clients....
Financial advice
Financial services employees’ mental health is an ongoing issue, with 44 per cent of workers in the industry having left their job because of a poor mental health environ...
Insurance
All group life insurance should be “opt-in” according to ClearView managing director, Simon Swanson, in circumstances where the “cheapness” of group can be illusory....
Financial advice
Financial planners in the retirement space are most concerned about mitigating longevity and market risks, with less concern being expressed over regulatory uncertainty t...
People and Products
Mercer has announced the appointment of Kylie Willment to the role of chief investment officer, Pacific....
SMSF
Changes to LRBA arrangements have topped adviser queries but no immediate change is required in strategies just yet, according to BT Advice Technical. ...
Financial advice
New economic analysis has warned that declining levels of home ownership risk putting more pressure on the Age Pension....
Superannuation
The Federal Government has signalled the reintroduction of all the super measures which lapsed because of the Federal Election....
Financial advice
ING Direct will adopt an advice referral model used by industry fund, Cbus, in partnership with the FPA....
SMSF
SMSFs can create unique challenges for financial planners dealing with death benefits for blended families, according to two SMSF specialists....
From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...
Super director remuneration ...
No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...