Mar 22, 2016 
 
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Generating real income without destroying capital

For many investors - generating real or above inflation income is a critical goal. View PIMCO’s video and three action points for investors here. Read more

Latest News

‘Degree equivalents’ no match for planning degree

It is ‘ludicrous’ to suggest qualifications from professional associations could be seen as ‘degree equivalents’, a financial services training company claims. Read more
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Industry funds marginally outperform on unlisted assets

Superannuation research and ratings house, Chant West, confirms industry funds have outperformed their retail counterparts on the back of unlisted assets where valuations lag by up to nine months. Read more

ASIC sets guidance on robo-advice monitoring

ASIC has released a consultation paper on guidance for robo-advice providers, highlighting that licensees should appoint human advisers to monitor and test digital advice. Read more
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Window-dressing vertically integrated conflicts

An ASIC report has pointed to some vertically-intregrated funds management firms continuing to disguise their lack of effective conflicts of interest policies. Read more

Events

FinTech, Platforms & Wraps - The Future of Wealth Technology

Take a look inside the agenda for FinTech, Platforms & Wraps Conference and secure your place today with our opening early bird rates Read more
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Latest News

Publisher's super scare campaign ends in penalty

A Melbourne publisher's superannuation scare campaign has ended in a $21,600 ASIC penalty. Read more

SMSF grad cert launches

The SMSF Association has partnered with Kaplan Professional to launch an SMSF graduate certificate for those wanting to add a specialisation to their financial qualifications. Read more
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Mercer expands to Parramatta

Mercer’s Western Sydney clients will now have access to on-the-ground financial advisers as they expand their team to Parramatta. Read more

Federal Government announces fintech statement

The Turnbull Government has put Australia’s fintech future firmly back on the agenda with a series of policy reforms announced to help nurture a competitive regulatory environment. Read more
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Editorial

Life too important to baulk at change

Amid the overwhelmingly negative media coverage of alleged problems within CommInsure’s claims handling procedures, something important was overlooked — a number of major insurers received awards for their innovative product development. Read more

Life/risk claims handling the key

Mike Taylor writes that while much attention has focused on adviser remuneration over the past two years, insurance claims handling has deserved equal scrutiny. Read more

Expert Analysis

Culture in the eyes of the law

Corporations that merely pay lip-service to compliance and culture can expect little leniency from the Courts. Companies can face consequences, from penalties and liabilities, to a fall in… Read more

Goodbye, planner... hello, financial concierge

It’s time to stop criticising the industry and use that energy more productively by moving to a tech-enabled, consistent, and client-engaged process that allows client-centric advice to thrive, write Indy Singh and Philippa Yelland. Read more
 
 
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