Advisers must demonstrate their ongoing value

Financial planners need to show their expertise to their clients through regular contact and reviews to retain clients and improve client satisfaction. MetLife’s latest report, Understanding the Adviser-Client Relationship, reveals that a…

Credit funds on a roll

Investment manager Neuberger Berman hopes to capitalise on strong demand for listed credit income funds, launching an offer of new units in its NB Global Corporate Income Trust. The offer, an entitlement…

People: IAG chief to step down

IAG group executive Ben Bessell has announced that he will leave the company in March 2020 after more than 26 years with IAG and CGU Insurance. Bessell was previously chief executive of…

We need to modernise how we measure national wealth

I recently tried an experiment. I changed several light bulbs, and since one required a little rewiring, I sent my wife (also known as the majority shareholder) a bill for $110.50 (plus…

ASIC sets out DDO ‘product governance framework’

The Australian Securities and Investments Commission has been working on the new design and distribution obligations over the summer, issuing draft guidelines that set out the “product governance framework” that issuers and…

Move over robo; advice goes ‘bionic’

HUB24 and Aberdeen Standard Investments (ASI) have partnered to launch ‘bionic’ advice tools in response to the adviser demand to service a wider range of clients more effectively. According to HUB24, around…

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Advisers must demonstrate their ongoing value

Financial planners need to show their expertise to their clients through regular contact and reviews to retain clients and improve client satisfaction. MetLife’s latest report, Understanding the Adviser-Client Relationship, reveals that a quarter of respondents are considering changing their adviser…

Credit funds on a roll

Investment manager Neuberger Berman hopes to capitalise on strong demand for listed credit income funds, launching an offer of new units in its NB Global Corporate Income Trust. The offer, an entitlement offer and a shortfall offer, is targeting a…

People: IAG chief to step down

IAG group executive Ben Bessell has announced that he will leave the company in March 2020 after more than 26 years with IAG and CGU Insurance. Bessell was previously chief executive of CGU Insurance, chief commercial officer of IAG and…

We need to modernise how we measure national wealth

I recently tried an experiment. I changed several light bulbs, and since one required a little rewiring, I sent my wife (also known as the majority shareholder) a bill for $110.50 (plus GST). In return, she sent me a bill…

ASIC sets out DDO ‘product governance framework’

The Australian Securities and Investments Commission has been working on the new design and distribution obligations over the summer, issuing draft guidelines that set out the “product governance framework” that issuers and distributors will have to put in place. Under…

Move over robo; advice goes ‘bionic’

HUB24 and Aberdeen Standard Investments (ASI) have partnered to launch ‘bionic’ advice tools in response to the adviser demand to service a wider range of clients more effectively. According to HUB24, around 41 per cent of Australians intend to get…

Tax deferral for bushfire victims

The tax office has extended its assistance measures for people affected by bushfires. Around three and a half million businesses, individuals and self-managed super fund trustees in impacted local government areas will have until May 28 to lodge and pay…