Many superannuation funds are thinking seriously about whether providing financial advice can help them retain members and improve awareness of the benefits they offer. Mercer believes funds can easily and costeffectively provide simple advice that ... Read more

Advisers report a continued increase in the percent of their clientele base who are receiving retirement income products, services, or advice from them in the past 12 months. This study also shows an increase in the average percent of the clientele ... Read more

This white paper from CoreData talks to industry leaders about the issues facing planners as a result of the FOFA reforms and the likely trends that are emerging including consolidation and the entrance of accountants and lawyers into the advice spa ... Read more

Regulators globally have expressed concerns over how financial institutions that outsource business-critical functions operate their relationships with third-party service providers. This papers weighs up the benefits of outsourcing relationships in ... Read more

This white paper contends that the 'real' future of financial advice will be determined by the way participants in Australia's financial advisory sector react to a number of emerging industry fault lines, some of which have laid latent and pre-date ... Read more

Advisers are concerned about providing the best advice for their clients without detrimentally affecting their business revenue. In this article, Stack aims to demonstrate that whilst more calculations and time are spent, this can make a significant ... Read more

Nick* went to see financial advisers Sarah Riegelhuth and Finn Kelly after he had been playing AFL professionally for three years. While he had managed to save some money and intended to purchase a property, he had no other assets or even a budget and ... Read more

Michael Smith* had a negative experience with the financial planning industry in the 1980's and was extremely sceptical of financial advisers. He had built up a net worth of $1.5 million over the years, but had avoided holistic advice and was not convinced ... Read more

This paper looks at ways to "squeeze the lemon", and to work your asset portfolio harder. We clarify the mechanisms by which developments in security markets can impact an insurance company; identify which variables are within management control, versus ... Read more

The global financial crisis (GFC) may have proved to be a turning point for the Australian economy and the way the Australian dollar (AUD) trades in the future. In this paper, Roger Bridges discusses the behaviour of the AUD in the decades leading up ... Read more