financial advice

First State Super CIO Damian Graham (Photo: Matthew Fatches)

Conexus Financial Superannuation Awards

Funds strive to give members what they need, and more

Award-winners in member services, insurance and advice came out ahead in the battle to set themselves apart from the competition.

Alice UribeMarch 1, 2019

Rest members choose how they access advice

Rest’s Greg Fleming discusses the options it provides for advice delivery and the many impacts of the Hayne royal commission.

Alice UribeFebruary 19, 2019

Deen Sanders, partner in governance, regulation, conduct ethics and professionalism at Deloitte

Hayne ignites adviser discipline bonfire

Hayne’s recommendation for a new, separate disciplinary body for advisers could mean vast new powers over advisers says Deloitte.

Tahn SharpeFebruary 6, 2019

Hayne orders about-face on OSAs

The ongoing service agreements that underpin most advice remuneration models are set to change dramatically .

Tahn SharpeFebruary 4, 2019

‘This cannot continue’: Hayne dresses down advice

Commissioner Kenneth Hayne has stopped short of recommending advice be pulled from the country’s largest financial institutions.

Matthew SmithFebruary 4, 2019

Wendy Colaço, principal consultant at QMV (Photo: Tahn Sharpe)

Pressure mounts for ‘sunlight’ on APLs

The PC's repeated assertion that APLs should be made public will put further pressure on government to curtail vertically integrated advice.

Tahn SharpeJanuary 14, 2019

Shadow treasurer Chris Bowen (Pic: Matthew Fatches)

Chris Bowen will listen, but he’s been “around the track”, as he puts it, enough times not to be swayed by a lobby fuelled solely by self-interest. While he’s not the treasurer in power, shadow treasurer Chris Bowen’s views on policy and regulation at this most critical juncture for the financial services industry carry as […]

Alice UribeJanuary 7, 2018

Policy and Regulation

Don’t wait for government to fix super gender gap

FSC CEO Sally Loane and Stone and Chalk chair Craig Dunn argue it’s up to everyone to nurture financial literacy in girls and boys.

Kate CowlingApril 28, 2017

Post-Retirement

SSFS changes name and unveils masterplan

SSFS has given other super funds a statement of intent on its desire to be a national partner of choice for advice. The pension fund and financial planning company has changed its name to StatePlus and has spent $50 million to broaden digital access to its advice to include web chat, mobile phone and interactive […]

David RowleyOctober 16, 2015

Hedge Funds

Jump in Vision Super’s cash flow coincides with 70% increase in financial planning meetings

A concerted effort by Vision Super to ramp up the financial advice it provides has coincided with an increase in positive cash flows, roll-ins and retention rates. The number of financial advice meetings with fund members jumped from 1,431 in 2014 to 2,422 in 2015 – an increase of almost 70 per cent. In addition […]

Dan PurvesOctober 1, 2015

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financial advice

Conexus Financial Superannuation Awards

Funds strive to give members what they need, and more

CMSF 2019

Rest members choose how they access advice

Royal Commission

Hayne ignites adviser discipline bonfire

Royal Commission

Hayne orders about-face on OSAs

Royal Commission

‘This cannot continue’: Hayne dresses down advice

Policy and Regulation

Pressure mounts for ‘sunlight’ on APLs

Policy and Regulation

Man in waiting

Policy and Regulation

Don’t wait for government to fix super gender gap

Post-Retirement

SSFS changes name and unveils masterplan

Hedge Funds

Jump in Vision Super’s cash flow coincides with 70% increase in financial planning meetings

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