Rethinking client strategies in a shifting retirement landscape

Legislative changes will mean that advisers need to re-assess the way they structure a client's retirement portfolio.  Advisers need the back up of more dynamic strategy support to stay ahead of the changes.  Investors are expected to look beyond super to fund their retirement and this will affect the strategies that advisers utilise for their clients to deliver a customised solution based on the more complex and specific situation of their clients.  To read more, click here.

14 Financial Advisers Banned In Wealth Management Purge

The Corporate watchdog has banned 14 financial advisers from the big four banks, Macquarie and AMP since the start of its wealth management investigation.

Read the article here.

REP 413 Review of retail life insurance advice

Released 9 October 2014.

This report presents the findings of ASIC’s research into, and surveillance of, personal advice given to consumers about life insurance.

The purpose of the project was to understand the advice consumers are currently receiving about life insurance and to identify opportunities to promote advice that is in the best interests of consumers.

Read the article here.