Super at the epicentre of advice for Australians
At the Conexus Retirement Conference in August this year, APRA deputy chair Margaret Cole outlined the need for super funds to prioritise retirement as much as accumulation by pointing out that a further three million fund members will become eligible to draw from their super in the next 10 years.
October 12, 2023
Facing up to the challenges of sustaining an investment research business
Threats to the business models of research firms and to the research operations of licensees and advice practices will be put under the spotlight at Professional Planner’s Researcher Forum in December.
October 12, 2023
PGIM Real Estate launches research lab RealAssetX
PGIM Real Estate has launched a research and innovation lab, RealAssetX, to develop new real assets technologies through university partnerships.
October 12, 2023
Advisers have all the ingredients to provide the crème de la crème of retirement advice
A range of delivery mechanisms are needed to guide Australians to suitable retirement solutions, including trustee direction. Within this, personal financial advice provided by a financial planner has all the ingredients to be best-in-class.
October 11, 2023
Urgent action needed to make advice sustainable
Advice businesses may not be big carbon emitters themselves but Neil Younger writes that they have some serious sustainability issues of their own to address in order to survive for the long term to meet their obligations to stakeholders.
October 11, 2023
Market volatility drove worst managed fund start in five years: Calastone
Australian investors have become more rattled by market volatility during Q3, according to the latest Fund Flow Index from Calastone.
October 11, 2023
Technology and a clear offer key to dealing with less profitable clients
Advisers increasingly will adopt technology solutions to help deal with less profitable client as a more palatable alternative to jettisoning them altogether or simply pricing advice out of their reach.
October 10, 2023
Why more advisers are pitching advice as an investment, not a cost
Framing financial advice as "an investment in oneself" rather than just a cost is a big step towards being able to reconnect a client to the true value of advice, and charge for it accordingly.
October 10, 2023
Executive team changes at TAL
TAL group CEO and managing director Brett Clark has announced new executive leadership appointments.
October 10, 2023
SuperConcepts launches SMSF trustee dashboard innovation
SuperConcepts has released a trustee dashboard innovation called SuperMate Client View.
October 10, 2023
Don’t make growth optional – act now
Financial advice businesses face a moment of unparalleled opportunity. But the window will not stay open forever and advisers must act decisively or risk getting left behind. Those that hesitate may live to regret it.
October 09, 2023
Tributes flow for advice veteran Tony Bongiorno
The financial planning profession is mourning one of its founding fathers following the death of Tony Bongiorno in a tragic cycling accident. Over almost 60 years, Bongiorno helped build the family practice into a nationally recognised brand and gave back to the profession through mentorship and thought leadership.
October 09, 2023
