Financial advice

Financial advice

The corporate regulator alleges former financial adviser Lawrence Toledo breached a ban that was in response for not acting in clients’ best interest....

Financial advice

Only 14% of older Australians are financially prepared for their aged care, according to a joint study by Challenger and National Seniors Australia....

Financial advice

The impact of COVID-19 on the European part of business combined with regulatory changes in retirement and superannuation solutions drove down overall revenue 6% for FY21...

Financial advice

Changes to intrafund advice and sole purpose test advice could give superannuation members better access to advice and in turn improve retirement outcomes, according to I...

Financial advice

State Street is set to launch a private markets solution for institutional investors as it acquires solutions and data management provider Mercatus. ...

Financial advice

Setting a target retirement date is no longer the most effective way to plan for retirement savings, according to American Century, as more people take a ‘phased retireme...

Financial advice

The word ‘advice’ may not be the right way to engage with members if a super fund is trying to get members to start getting help or guidance around retirement, according ...

Financial advice

The corporate and prudential regulators have put superannuation trustees on notice that they can expect a further follow up on their advice fee practices and that they ex...

Financial advice

With interest rates remaining at historic lows and outlandish promises of high returns, retirees desperately need financial advice, according to a panel....

Financial advice

The SMSF Association has welcomed the establishment of the single disciplinary system for advisers but said the Government needs to reshape some of the proposed measures....

Financial advice

A Parliamentary Committee has found that the Hayne Royal Commission failed to adequately scrutinise industry superannuation fund structures and the Australian Prudential ...

Financial advice

The Australian Securities and Investments Commission has confirmed it is closely monitoring the delivery of financial advice by superannuation funds against the terms of ...

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Grant Banner

From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...

4 months 1 week ago
Kevin Gorman

Super director remuneration ...

4 months 1 week ago
Anthony Asher

No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...

4 months 2 weeks ago

Blue Owl Capital, a US asset manager with its eye on ‘marquee investors’ like super funds, has announced the appointment of a senior Future Fund executive as its newest m...

3 days 18 hours ago

Australia’s second-largest super fund has confirmed it is expanding its presence in the UK following significant investment in the region....

4 days 10 hours ago

While the Financial Advice Association Australia said it supports a performance testing regime “in principle”, it holds reservations about expanding this scope to retirem...

4 days ago