Opinion – Income can be protected from rising rates

21-Jul-2017

Many market commentators have warned that investors face significant losses on their income portfolios as yields around the world begin to rise from record lows. Their warnings gained some validity when bond yie.. Read More

Compulsory super a win for Australians

21-Jul-2017

Australian retirees are ranked sixth in the world for quality of life but asset managers need greater presence to gain momentum in the retirement space, according to Natixis Global Asset Management. The group&r.. Read More

Affinity purchase offers advice to all stages

21-Jul-2017

Wealth management firm Affinity Group has launched a Brisbane practice offering ‘life cycle’ advice services by purchasing 50 per cent of a practice formerly operating under AMP advice group Hillross. .. Read More

Holistic focus helps advisers add value

21-Jul-2017

Financial advisers can add value to the client experience by opening up their conversations with clients to include more than just financial security, according to life insurer AIA Australia. Speaking as part of.. Read More

ASIC bans PIS adviser for dishonest conduct

21-Jul-2017

A former Professional Investment Services (PIS) financial planner has been permanently banned from providing financial services for engaging in dishonest conduct and misleading clients. Between September 2010 an.. Read More

Pre-retirees concerned and underprepared

21-Jul-2017

Almost one in three Australians do not believe they will be in a comfortable financial position when they retire and half of those nearing retirement have not begun planning for it, according to a new study. The.. Read More

Govt announces financial services tax changes

20-Jul-2017

The federal government has announced a range of changes to financial services tax arrangements that it said would help to “mature the industry”. The changes were a response to industry concerns abo.. Read More

ASIC bans adviser for best interest breach

20-Jul-2017

ASIC has banned Perth financial adviser Jason Atkins from providing financial services for three years for failing to act in the best interests of his clients. The corporate regulator found Atkins, a former aut.. Read More

Cookie-cutter approach won’t cut it for CIPR

20-Jul-2017

A comprehensive income product for retirement (CIPR) might not necessarily be in the best interests of all of a superannuation fund’s members and the federal government must take that into account and look to .. Read More

managedaccounts.com.au inks new partnership

20-Jul-2017

Managed discretionary account (MDA) provider managedaccounts.com.au has announced a new deal with advisory group The Wealth Partnership to implement a bespoke MDA service for the group’s financial planners. .. Read More

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