Advice

Aussie advice clients less concerned about hidden fees: EY

Australian advice clients are significantly less concerned about hidden fees and costs in their advice relationship than their global counterparts according to new research from consultancy Ernst & Young.

Tahn SharpeMay 5, 2021

Retirement

Advisers face an avalanche of super fund retirement products

Super funds will soon be compelled to develop retirement solutions, which means advice clients will be looking for help understanding a slew of new and potentially complex products and services. There is a small window of opportunity for advisers to prepare.

David BellApril 30, 2021

Superannuation

YFYS performance test tweaks to enhance accuracy, transparency

The inclusion of administration fees and benchmarks for unlisted infrastructure and property investments headline amendments to the Your Future, Your Super draft regulation. While flaws remain in the design, most believe the performance test has been significantly upgraded.

Tahn SharpeApril 28, 2021

Superannuation

Suncorp finalises wealth exit with sale to LGIA Super

The sale of Suncorp’s remaining wealth business was the outcome of a strategic review which began last February last year and continues the Queensland financial institution's wealth exit which began in 2015 with the sale of its financial planning business.

Matthew SmithApril 28, 2021

Retirement

Advice business models stifling annuity take up: Study

New research out of Melbourne shows how important advisers are in presenting annuities as a viable option to consumers. Advice business models, however, are often blocking the path for these products to reach consumers.

Tahn SharpeApril 15, 2021

Estate Planning

Capacity a ‘ticking legal time bomb’ for advisers

Forty per cent of people are affected by at least a mild cognitive form of impairment according to lawyer Michael Perkins, which means a lot of SOAs are being signed despite capacity issues. Without obvious signs, should advisers be expected to make a medical diagnoses?

Tahn SharpeApril 1, 2021

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Advice

Advice

Aussie advice clients less concerned about hidden fees: EY

Retirement

Advisers face an avalanche of super fund retirement products

Superannuation

YFYS performance test tweaks to enhance accuracy, transparency

Superannuation

Suncorp finalises wealth exit with sale to LGIA Super

Retirement

Advice business models stifling annuity take up: Study

Estate Planning

Capacity a ‘ticking legal time bomb’ for advisers

Advice

The role past performance plays in investment decision-making

Advice

FSC brings in pollsters to look at ‘simple vs complex’ advice plan

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