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1-12 out of 29 results.

Revealed: Madoff so close to embezzling Australian investors

We are publishing this anonymously knowing it comes from an impeccable source. Bernie Madoff’s fund was almost distributed to retail Australian investors a year before the largest-ever hedge fund fraud was exposed.

Four ways to reduce the generation blame game

There's a popular view that generations are 'at war', but is it really the case that generations are more divided than ever before? If so, what's causing it? Why now? And how can we move forward?

Women investor numbers grow but financial education still lags

Women comprise less than one-fifth of all active online investors in Australia and while the gap is closing, the financial services sector has more work ahead to empower women from all walks of life.

How banks may have saved their wealth businesses

Wealth management businesses can be profitable and part of a vertically-integrated financial services offer by banks. They could present their best products as being in the best interests of their clients.

Conexus sees conflict in fund manager awards

A major publisher has discontinued a high-profile fund manager award due to short termism and the conflict of fund managers contributing to the revenues of the agencies doing the ratings.

Roboadvice's role in financial advice’s future

In a response to Graham Hand's article on why roboadvice is struggling, the case is made that conventional financial advice will increasingly confine itself to the wealthy, and the mass market needs another solution.

CBA waves white flag on wealth management

There's a fundamental difference between banking and wealth management: bankers have no fiduciary obligation to their clients. It's difficult for bankers to own fund managers and financial advice and fully accept the difference.

Royal flush: 15 questions to ask a financial adviser now

The Royal Commission will change financial advice, focussing more directly on conflicts of interest and client best interests. What can you flush out of your adviser immediately?

Kitces Part 2: Where advice went wrong and where to now

Financial advisers, especially in vertically-integrated firms, attached a product sale to the advice, confusing clients and setting off a chain reaction where regulators stepped in. The reputation of financial advice was compromised.

25 questions to ask your financial adviser

A good financial adviser can become a life-long guide to financial security, which makes taking the time to select one a major part of an investor's plan. Make it a two-way conversation and learn how the adviser works.

The value of Adviser's Alpha explained

The main benefit a financial adviser can give clients is not in stock picking or selecting an outperforming manager, but acting as a wealth coach and helping to control emotions.

Lessons for roboadvice in Centrelink debacle

Centrelink is facing a robo-debt backlash after using computers to check ATO records, replacing the usual human interaction. Likewise, roboadvice algorithms need to know more about the circumstances of clients.

Most viewed in recent weeks

Too many retirees miss out on this valuable super fund benefit

With 700 Australians retiring every day, retirement income solutions are more important than ever. Why do millions of retirees eligible for a more tax-efficient pension account hold money in accumulation?

Is the fossil fuel narrative simply too convenient?

A fund manager argues it is immoral to deny poor countries access to relatively cheap energy from fossil fuels. Wealthy countries must recognise the transition is a multi-decade challenge and continue to invest.

Reece Birtles on selecting stocks for income in retirement

Equity investing comes with volatility that makes many retirees uncomfortable. A focus on income which is less volatile than share prices, and quality companies delivering robust earnings, offers more reassurance.

Welcome to Firstlinks Election Edition 458

At around 10.30pm on Saturday night, Scott Morrison called Anthony Albanese to concede defeat in the 2022 election. As voting continued the next day, it became likely that Labor would reach the magic number of 76 seats to form a majority government.   

  • 19 May 2022

Keep mandatory super pension drawdowns halved

The Transfer Balance Cap limits the tax concessions available in super pension funds, removing the need for large, compulsory drawdowns. Plus there are no requirements to draw money out of an accumulation fund.

Is it better to rent or own a home under the age pension?

With 62% of Australians aged 65 and over relying at least partially on the age pension, are they better off owning their home or renting? There is an extra pension asset allowance for those not owning a home.

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