Charitable foundations not only the preserve of the very wealthy

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While clients may like the idea of setting up a charitable foundation in the name of a loved one, which then makes donations to a charity or good cause forever,... Read more continue reading

New research: Gen Y shun online when it comes to buying insurance

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Despite a preference for researching and buying many products and services online, when it comes to insurance for themselves and their business, most Gen Y Business Owners (Gen YBOs) prefer... Read more continue reading

Have the Baby Boomers become the Baby Gloomers?

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As the first of the Baby Boomers turn 65 this year, RaboDirect has found that of the 4 million or so people in this generation, one in five will retire... Read more continue reading

Global fallout: Parents unable to help ‘kidults’ with first homes

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In the face of tumbling global markets, RaboDirect’s most recent National Savings and Debt Barometer highlights new concerns that are likely to hit many Australians where they live – literally.... Read more continue reading

Retirement’s two phases creates new service needs

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The needs of baby boomers as they transition to retirement could be taking the financial services sector’s attention away from the needs of another age group increasing in size and... Read more continue reading

Research reveals investor appetite for future innovation, but on new terms

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Improve existing products before creating new Focus on solutions which deliver targeted outcomes Human judgement a key enabler Third party administrators a partner for innovation An annual, independent study released... Read more continue reading

Multiport SMSF Investment Patterns Survey March 2011

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To get a closer insight into where SMSF trustees invest, Multiport regularly undertakes an analysis of our SMSF’s investments to look at the up to date asset allocation and investment... Read more continue reading

Smart phone apps: the next big thing for member engagement

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Growing demand for specialised apps for super, wealth management Specialised smart phone and iPad applications (“apps”) are the next big thing in the financial services industry, according to Rice Warner... Read more continue reading

A five point plan for viable super fund advice services

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Leading member fund shares critical learnings for super industry Australian financial technology firm decimal has encouraged all superannuation fund trustees to think hard about where and how their time, effort... Read more continue reading

AXA commences Risk Learning Programme v.3

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AXA Australia has launched the third instalment of its successful Risk Learning Programme to advisers and adviser support staff across the country. X AXA Head of Product and Sales Capacity, Brad... Read more continue reading