Latest News
JAMIE WILLIAMSON  |   12:20PM
Financial adviser roles as we know them will cease to exist in coming years as the push towards financial lifestyle coaching rises.
EMMA RAPAPORT  |   12:01PM
More than half of Australian adults say they want to spend retirement travelling, yet two thirds don't have a plan for how they will live in retirement, according to Sunsuper.
JAMIE WILLIAMSON
Those that feel more fulfilled in life are more likely to have an ongoing relationship with a financial planner, according to new insights from the Financial Planning Association of Australia.
DARREN SNYDER
In the lead up to the Best Practice Forum on Managed Accounts, Financial Standard is running a survey to help provide industry insight.
Latest White Papers
ABRAHAM TEO   1. Introduction The Australian Prudential Regulation Authority (APRA) and the Reserve Bank of Australia (RBA) are making a significant number of changes to core regulatory reporting ...
DAVID HEATHER   It wasn't that long ago that financial services was all about specialisation. Stockbrokers looked after people's equities portfolio, investment managers provided managed funds ...
ASHISH TIWARI   In pursuit of returns and diversification, growing numbers of investors are turning to alternative risk premia (ARP) strategies, which offer access to well-known sources of excess ...
ANDREW GREENUP   The past decade has witnessed the birth of a new asset class: Global Listed Infrastructure Securities (GLIS). While investors have embraced infrastructure as an asset class since ...
DAVID LOADER   Life insurance plays a vital role in the modern life, supporting people during difficult time. But despite the social good that stems from it, the industry has a less than flattering ...
RAHUL SINGH   Prior to 1 July 2014, when considering total and permanent disablement (TPD) insurance, advisers typically considered the advantages and disadvantages of owning the cover inside ...
HUB24 PTY LTD   In a world where technology is reshaping the way we live, it was always a question of when, not if, digital innovation would change the way consumers manage their money and their ...
HELENA GIBSON   Helena Gibson is at Perpetual in their platform division. Initially she details an important innovation that Perpetual has created called the WealthFocus Investment Advantage.
TIM KEEGAN   Today, SMSFs control $600 billion in assets. That's one third of all superannuation money invested in Australia, making them the largest and fasted growing segment in Australia's ...
DAVID O'CONNELL   It's now been several months since Scott Morrison handed down his first Federal Budget on 3 May 2016, with significant proposed changes to the superannuation system.
LIZ FORSYTH   No matter what we're buying, we all want a good customer experience - we want to think 'wow'. As consumers, we're becoming increasingly aware of what great customer ...
LING WANG   The Australian government has provided income support to eligible retirees since 1909. This has been achieved mainly through the provision of the Age Pension and several supplementary ...
RAHUL SINGH   1 July 2017 heralds the start of a new set of rules relating to superannuation. A number of changes affect payment of a superannuation death benefit, requiring a change of thinking.
ANN HERRMANN-NEHDI   In today's world it's increasingly challenging to grow top-line revenue, win new business, maintain client loyalty and retain top sales talent. The organisations that can ...
GERARD MAGNER   The collapse of the Westpoint group and the loss of many millions of dollars of investors' funds has been the subject of much publicity. ASIC has recently announced that it ...
JOHN BASSILIOS   A new regulation has been recently introduced in relation to AFSL holders' compensation requirements under section 912B of the Corporations Act while ASIC has released a consultation ...
ALLISON DUMMETT   The role of the traditional financial adviser is increasingly being performed cheaply by industry super funds and automated advice services. Time is running out for advisers who ...
JIM STACKPOOL   While some are facing their financial fears with bravado, others are keeping them hidden. On one end of the spectrum, younger people are wondering if they'll ever get into the ...
JENNY PEARSE   The rapid evolution of digital, mobile and social technology has propelled the financial advice industry into an era of transformative agility and adaptability. Australian financial ...
MARTIN BRECKON   In a post FoFA world, the philosophy of best interest duties has become a part of doing business. though we can make a recommendation to hold life insurance cover in super, what ...
Link to something ERQAvOCG