Financial advice

Financial advice

One-third of Australians near retirement have not received advice, despite the process of retirement becoming more complicated, according to a report....

Financial advice

Politicians and financial advisers may see the actions of superannuation funds in denying members the ability to pay external advisers as an issue, but no one has filed t...

Financial advice

Major retail industry superannuation fund, REST has announced the insourcing of its general advice offering including the provision of phone-based general advice services...

Financial advice

As COVID-19 social security measures have ended, the most asked about topics from financial advisers during the first quarter of the year were on longer-term retirement p...

Financial advice

Superannuation legislation, product development, and governance and technology will have a huge impact on the personal investments market, according to Rice Warner....

Financial advice

Retirement planning tools currently available might not reflect best practice when it comes to determining and allowing for life expectancy, according to Optimum Pensions...

Financial advice

The regulator has increased Macquarie Bank’s liquidity and operational risk capital requirements after the firm had “persistent difficulties” in meeting its obligations. ...

Financial advice

The increase in health insurance premiums has driven up the overall cost of retirement in December, according to data from the Association of Superannuation Funds of Aust...

Financial advice

The superannuation fund would own the retirement village portfolio and its associated operating platform, as well as its development capabilities and associated pipeline....

Financial advice

A major superannuation group wants amendments which would see advisers empowered to agree the scope of advice with clients upfront....

Financial advice

The current regulatory regime around financial planning is driving up costs by prioritising compliance and the needs of licensees over those of consumers, according to th...

Financial advice

Industry funds have urged an extension of intra-fund advice to cover retirement adequacy scenarios and spouse super. ...

Financial advice

Advisers need to understand the types of risk specific to retirees and implement strategies to minimise the risk of outliving their savings as two-thirds do not believe t...

Financial advice

Merry Christmas. This is the final Super Review e-newsletter of 2020....

Financial advice

Education on retirement investing has been overlooked by professional qualifications and advisers may be unaware of other retirement investment approaches they could use,...

Financial advice

While currently finalising a review based on samples of intra-fund advice, the Australian Securities and Investments Commission has used an article to explain that intra-...

Financial advice

Like Australia, the United Kingdom is struggling to find a better retirement incomes regime but advice has been identified as a key ingredient. ...

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