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Also in news.moneymanagement.com.au

Majority wouldn't use planner despite unmet needs

 
  May 12, 2016 
 
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Setting the platform for retirement

Platform providers will play a critical role in assisting planners in preparing for the impeding flood of retirees coming out of the workforce over the next 20 years, Colonial First State general manager product and investments, Chun believes. Read more

Latest News

Too many Australians choosing not to use advisers

Too many Australians are choosing not to use advisers when making and activating financial decisions, and robo-advice could prove to be an effective bridge, according to Investment Trends. Read more
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Volatility and regulations hamper AMP wealth division

Constant regulator changes for advisers, market volatility, and weaker investor confidence has dampened AMP’s wealth management division net cash flows. Read more

Accountants rate high on ethics and honesty

The image of accountants has improved on ethics and honesty with more than half rating them very high, while financial planning remains mostly unchanged. Read more
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Are global recession fears justified?

Forecasts based on the fear that there is potential for a global recession only makes sense if there is a very slow global economy, according to Instreet. Read more

Derivate company caught ‘mingling client money’

ASIC enquiry found an Australian retail over-the-counter (OTC) derivative issuer “mingling” client money. Read more
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Findex signs on to SMSF service

Findex has signed a deal with software provider, Class Super, to provide it with cloud-based SMSF services. Read more

NAB creates SMSF LRBA product

National Australia Bank has launched a product which it claims will eliminate some of the pain points likely to be experienced by SMSF trustees as they seek to comply with new LRBA rules. Read more
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ETF industry hits all-time high

Australian ETFs industry hits all-time FUM record fueled mostly by new money and a growth in asset value. Read more

Australian ethical hires Michael Murray

Australian Ethical hires Michael Murray to further boost the investment team’s experience. Read more
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SMSF firm appoints a new sales head

OneVue hires an ex-employee as the head of sales, to increase their product offering and serve their expanding client base. Read more

Toolbox

Holding insurance within superannuation

Holding personal insurance through super may be worth considering for the right client, and advisers need to be aware of not only the benefits but also the tax consequences and complexity. Read more

Features

Movers and shakers in scaled advice

Video advice takes off, older Australians take up phone-based advice, and more people want comprehensive advice instead of scaled, Jessica Amir finds. Read more

What does it take to join the $220k+ club?

When it comes to taking home the big bucks in the planning industry, it is experience that counts, the Money Management Salary Survey reveals. Read more
 
 
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