Merge Bills and kill two birds with one stone: Cooper
The way forward for Australia’s superannuation system is to combine two key pieces of legislation according to Challenger’s chair of retirement income, Jeremy Cooper.
March 22, 2019
Landscape of the 100-year life
Artist Guy Warren's 98 years have been remarkable, but he's just an extreme example of widespread demographic and employment trends that challenge Australia's retirement system.
March 21, 2019
Data to underpin the advice proposition
An actuary from consultancy firm Milliman believes data is the key to helping advisers get to know the real goals of their clients. Tahn Sharpe writes.
March 21, 2019
APRA deputy chair sounds warning to trustees
APRA deputy chair Helen Rowell warns superannuation fund trustees not to delay meeting their obligations in designing suitable retirement income products for members.
March 21, 2019
Advice specialisation ‘inevitable’: FPA
The advice industry will specialise into areas like post-retirement and even divorce, FPA chief executive Dante De Gori said on a panel to open the Conexus Financial Retirement conference.
March 20, 2019
‘Writing was on the wall for us’: Hartzer
The Westpac chief executive, flanked by BTFG head Bradley Cooper, confessed that the move to unload its aligned dealer groups has been underway for “a number of years”.
March 19, 2019
BTFG, Viridian deal in negotiations for 9 months
Westpac will retain the BT brand, however BT Financial Group will no longer exist as a stand-alone division while aligned and salaried advisers will either join boutique licensee, Viridian, or become self-licensed.
March 19, 2019
The product implications of Labor’s franking credit policy
Franking credit changes could result in better engagement with clients and more diversified portfolios, but there are broader investment implications for asset and product allocation that need to be considered.
March 18, 2019
Super funds look to AI to improve member engagement
Tech giants like Apple, Amazon, Facebook and Google are driving members' expectations of customer experiences which is a major challenge for superannuation funds.
March 18, 2019
The two things ASIC doesn’t want to see from advisers
If the regulator extends its report into conflicts from the big five into smaller practices they’ll be focusing on the two requirements advisers commonly fail, a prominent lawyer says.
March 15, 2019
Sole purpose test needs overhaul
Clarity is needed around the sole purpose test for super funds which want guidance on how not to break the rules. Elizabeth Fry writes.
March 15, 2019
CFS exec flags advice gap as demerger stalls
The announcement that CBA had delayed the spin off of its 'NewCo' entity was the talk of the room at an industry conference where a CFS executive was speaking during a session entitled: ‘A longer term perspective on advice businesses’.
March 14, 2019
