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financial planners
Institutional investment
If the recession becomes longer lived than people perceive, industry super funds could run into illiquidity issues if the government decides to tap into super a third or ...
Superannuation
sset owners and managers have slowed or put a hold on hiring due to the continuing escalation of the COVID-19 pandemic. ...
Insurance
Fewer financial planners consider client-related challenges to be significant when it comes to growing insurance advice, according to a report....
Post retirement
Most Australian retirees are not involved with any financial professionals and navigate their way through their retirement finances independently, according to Franklin T...
Superannuation
NAB/MLC sought to retain grandfathered payments within a superannuation successor fund transfer for fear of losing financial planners and their clients....
Superannuation
A survey of financial planners has revealed they believe superannuation funds should be included in the terms of reference of a Royal Commission into the banking and fina...
Financial advice
Superannuation funds cannot be held responsible for correcting or preventing mistakes by financial planners in circumstances where they don’t know every member’s personal...
Financial advice
Financial planners employed by superannuation funds are less likely to have a third-level education than planners working in other areas, a survey reveals. ...
SMSF
SMSFs can create unique challenges for financial planners dealing with death benefits for blended families, according to two SMSF specialists....
Superannuation
Lonsec/SuperRatings data points to value in industry funds more willingly linking with financial planners. ...
Superannuation
Women have been advised to contribute more to their super as they need up to $20,000 more than men in retirement....
Superannuation
Following the FSC’s announcement that it will work closely with ISN on super policy, ASFA has announced it will convene an industry-wide forum....
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 ...