financial advice

Financial Advice

Super advice: Holding out for a hero

Members aren’t looking for holistic financial planning advice in the sense of a traditional six-step financial planning process - they are looking to solve practical and immediate problems, they are looking for decision support, and they’re looking to learn, but not necessarily be educated or taught.

Jason AndriessenOctober 26, 2020

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

Chant West and 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

CMSF 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

Royal Commission

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

Royal Commission

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

Royal Commission

‘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)

Policy and Regulation

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)

Policy and Regulation

Man in waiting

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

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