Latest News
JAMIE WILLIAMSON  |   12:24PM
With four months to go the majority of risk advisers are still not prepared for impending changes to remuneration to be brought by the Life Insurance Framework taking effect in January 2018.
KARREN VERGARA
Numerous financial advisers are resisting change and not doing enough to increase the value of their practice when the time calls for a successful exit and comfortable retirement.
JAMIE WILLIAMSON
Implementing new means of engagement with clients and collaborating more with fellow advisers is paramount to changing the public's perception of the financial advice industry.
JAMIE WILLIAMSON
Netwealth is selling its financial advice subsidiaries, choosing to instead focus on its platform and managed accounts solutions.
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 ...
KIERAN QUAINE   Kieran Quaine, Head of FIIG's Managed Income Portfolio Service (MIPS) answers frequently asked questions, candidly discussing the strategies that he and his team use to outperform.
BEN INKER   Long-time GMO clients have become accustomed to a certain kind of behavior from our asset allocation portfolios. If they are reading stories about how well an asset class has been ...
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 ...
JEROEN VAN OERLE   Robo-advice is a hotly debated topic in the fintech space. On the one hand it has opened up the low-wealth market, that was previously unservable, to finally be consulted on their ...
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 ...
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 ...
NAOMI CHRISTOPHER   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 nc3JBkx8