Financial Planning
Retirement planning gets a recession check
KANIKA SOOD  |  MONDAY, 29 OCT 2018
As talks about a global recession grow louder, financial advisers and investors are repositioning their clients' nest eggs against a market crash or an economic slowdown.
Digital advice engagement spikes for super members
KARREN VERGARA  |  THURSDAY, 25 OCT 2018
More superannuation members are using online advice technology to engage with their fund, the latest report from Decimal shows.
Downsizer scheme gains ground
JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
The recently introduced downsizer contributions strategy is gaining traction, with the new scheme topping the list of adviser queries for the September quarter.
Robo-advice register launches
KARREN VERGARA  |  TUESDAY, 23 OCT 2018
Adviser Ratings has launched a new website that compares a multitude of robo-advisers in the market.
Advice dealer group takes out governance award
JAMIE WILLIAMSON  |  TUESDAY, 23 OCT 2018
One of IOOF's newly-acquired dealer groups was recognised in the Governance, Risk and Compliance Institute's annual awards.
Australian retirement system weakens
JAMIE WILLIAMSON  |  MONDAY, 22 OCT 2018
An ageing population is placing increased pressure on the Australian government as the nation's ability to ensure individual's retirement is both adequate and economically sustainable is diminishing.
Diversified group enters custom platform space
JAMIE WILLIAMSON  |  FRIDAY, 19 OCT 2018
An ASX-listed financial services company is rolling out its first white-labelled managed account platform to a Victorian dealer group.
Adviser-client relationships not swayed by RC
JAMIE WILLIAMSON  |  THURSDAY, 18 OCT 2018
About 56% of consumers and more than a third of SMEs feel the revelations of the Royal Commission have had no impact on the way they interact with their financial adviser.
Young advisers key to business sustainability
JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
The highest performing financial services firms are those that are more likely to hire younger advisers, according to new research.
Financial services employment to boom
JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
The employment outlook for the financial services sector is at a six-year high, despite the Royal Commission.
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