Time to stop the financial literacy lip-service
Financial literacy has in many cases become a hollow promise which has been perpetuated by marketing departments of institutions and it’s time for education providers to lift their game.
March 25, 2019
The speed of reform: through the client lens
The desired pace of change in the wealth management and advice industry differs dramatically between professionals and their clients, new research shows.
March 22, 2019
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
