This Month
Macquarie private bankers pop up at rival
Macquarie’s private bank has been a happy hunting ground for Shaw and Partners which have picked off three advisers from its Sydney and Melbourne office.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Super funds, insurers line up to get into financial advice game
Michelle Levy, whose review into financial advice led to many of the proposed new laws, said the changes would go “a long way” to making advice cheaper and more accessible.
- Hannah Wootton
- Opinion
- Opinion
Safer, simpler financial advice to deliver the best outcomes for all
While we have been pretty effective at protecting Australians from bad advice, we have also protected them from good advice. This is now going to change.
- Stephen Jones
Banks, insurance, super win financial advice relief
Financial institutions will be able to give personal advice to customers at scale, with Labor announcing wind back of rules which followed Hayne royal commission.
- Hannah Wootton
- Opinion
- SMSFs
How I went from Chanticleer to surf, sun and financial security
Retirement planning has wormed its way into the mind of former Chanticleer columnist Tony Boyd, eight months after he swapped full-time work for the ocean and his grandkids.
- Tony Boyd
Big super split on plan for automatic super pension
Australia’s biggest superannuation funds are split on whether customers should be automatically rolled into pension products once they reach retirement age.
- Hannah Wootton and Joanna Mather
November
Integrated Portfolio Solutions seeks buyer; Berkshire mandated
Prospective bidders are being told IPS’s preferred deal would see current owners exit in full, but management is open to being paid a portion in equity.
- Sarah Thompson, Kanika Sood and Emma Rapaport
This ex cricketer turned adviser reveals his best and worst investments
Peter Nevill says the importance of financial literacy really came to the fore after nearly losing his job at 23.
- Lucy Dean
Pinnacle-backed wealth platform OpenInvest seeks buyer pre-Xmas
Sources say the platform is in ongoing discussions with a handful of interested parties.
- Sarah Thompson, Kanika Sood and Emma Rapaport
- Opinion
- Superannuation
A strong and strategic voice on superannuation for 10 million Australians
The new Super Members Council will advocate for high standards of performance, clear and meaningful transparency and the ability to access the right information about retirement.
- Nicola Roxon
October
Labor savages big super for failing customers
Assistant Treasurer Stephen Jones has read the riot act to superannuation funds over poor customer service and retirement advice.
- Hannah Wootton and Michael Read
Macquarie advisers out the door, Crawford cites ‘cost management’
Sources said the private bank’s division head cited cost management and poor performance in other areas of the business.
- Sarah Thompson, Kanika Sood and Emma Rapaport
- Opinion
- Chanticleer
The $3.5 trillion super sector’s next big problem is already here
Assistant Treasurer Stephen Jones has delivered a wake-up call to the sector to lift its game as 5 million Australians approach retirement.
- James Thomson
‘Lift your game’ to help Boomers into retirement, super funds told
Speaking at The Australian Financial Review Super & Wealth Summit on Tuesday, Stephen Jones will slam funds’ current customer service as “unresponsive”.
- Hannah Wootton
COG Financial Services throws hat in the ring for Diverger
Street Talk understands the asset finance broking group has lobbed a bid to rival Count Ltd’s offer for the ASX-listed financial service provider.
- Updated
- Sarah Thompson, Kanika Sood and Emma Rapaport
Mason Stevens’ IPO team hit the pavement
Street Talk understands the wealth platform is doing one-on-ones and product demonstrations with key fund managers this week ahead of a potential float.
- Sarah Thompson, Kanika Sood and Emma Rapaport
September
Three reasons you may need a financial adviser, and how to find one
Think you need money help? Here’s what to look for, and what to beware of.
- Lucy Dean
How to avoid a crisis in family wealth transfers
Calling time on the financial capacity of a loved one could be one of life’s toughest conversations. These strategies can aid a successful outcome.
- Duncan Hughes
Shaw and Partners adds Macquarie private wealth veteran to its ranks
Street Talk understands private wealth adviser Scott Ayres is set to jump ship to the wealth house this week
- Sarah Thompson, Kanika Sood and Emma Rapaport
TA Associates closes in on financial planner roll-up AZ NGA
It looks like AZ NGA has done some soul-searching since then, and is ready to meet TA Associates at a mutually agreeable price.
- Sarah Thompson, Kanika Sood and Emma Rapaport
