What Lloyd’s announcement didn’t say about the state of licensees
CoreData, in partnership with Professional Planner, is conducting its annual licensee preference survey to inform a feature to be published in June. Simon Hoyle weighs in on the state of the licensee market today.
April 08, 2020
Mayfair didn’t play fair: ASIC
The regulator sought an interim injunction against the controversial investment firm after it suspended client redemptions due to liquidity issues.
April 07, 2020
Transfer balance cap reprieve flagged amidst market falls
Advisers are calling for a review of the $1.6m TBC in light of the recent market downturn, pointing to other recent concessional measures including cuts to deeming rates and minimum pension withdrawals.
April 06, 2020
Crisis exposes industry fund ‘cohort’ risk
The coronavirus crisis has highlighted membership cohorts within industry funds as a problem for Australia’s $3 trillion superannuation industry, with funds that have singular industry membership most at risk.
April 03, 2020
Teach your retired clients how to make friends
The best indicators tell us that happiness in retirement is more about relationships than pretty much anything else. For advisers, that means broadening the conversation into areas that have nothing to do with money.
April 03, 2020
Super will be drawn further into the crisis: Daley
The Grattan Institute's John Daley has said the COVID-19 impact will further strengthen the case against growing the $3 trillion super pool at the expense of the quality of Australians' every day lives.
April 02, 2020
Communication only works if you’re understood: AMP
Testing your communications with different groups is one way to check whether the message is actually getting across, says AMP’s head of super, retirement and platforms.
April 02, 2020
Lloyd unveils stimulus package for MLC advisers
Practices within MLC's adviser network will be given full and partial amnesty from licensee fees for the next 6 months as part of a crisis stimulus package the company's CEO unveiled on Tuesday.
March 31, 2020
Hume balks at regulation moratorium
The minister wouldn't be put on the spot regarding any delay on regulatory changes for the advice industry, but did say she was working with regulators and industry to ease the compliance burden for advisers.
March 31, 2020
‘It’s more personal’: Why this crisis isn’t like the GFC
Advisers are beginning to open up about their client conversations. Portfolios are a concern, they report, but we’re all much better prepared than we were in 2009. This time, it’s more about the people.
March 30, 2020
