POWERED BY MOMENTUM MEDIA
financial advice
Financial advice
Industry super funds should provide digital advice instead of just intra-fund advice to retain members, according to NMG Group....
SMSF
Changes to LRBA arrangements have topped adviser queries but no immediate change is required in strategies just yet, according to BT Advice Technical. ...
Superannuation
The corporate regulator has issued an instrument that would temporarily extend time to provide statements of advice for urgent superannuation advice....
Financial advice
The Australian Institute of Superannuation Trustees and Industry Super Australia have urged the Government not to waterdown the scaled advice rules just to suit the banks...
Financial advice
The requirements surrounding advice given for CIPRs need to be reviewed to determine whether further guidance is needed to facilitate the provision of CIPRs, according to...
Financial advice
Super funds were failing to utilise data to integrate their online advice offering with human financial advice services to engage more members. ...
Financial advice
Changes to the UK retirement regime has given rise to an environment where retirees badly need advice but are reluctant to pay for it....
Superannuation
The leading queries for advisers surround non-concessional contribution caps in superannuation, according to BT Financial Group....
Financial advice
A fundamental challenge for super funds using digital advice is the ability to define the scope and parameters of their advice offering, and how to manage conflicts, Deci...
Financial advice
NGS Super has appointed Guideway Financial Services to help reach new members and drive customer engagement....
Financial advice
Superannuation is the leading area for advisers seeking technical legislative and strategic support, according to BTFG....
Financial advice
A US expert has argued that robo-advice was really just self-directed investment and just an adjunct to holistic advice rather than actual advice....
From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...
Super director remuneration ...
No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...