Financial Planning
Knight Financial Advisors unveils new MDA service
By Mark Smith  |  In Financial Planning
11:53 am
Yesterday
Independent advisory firm Knight Financial Advisors has launched a new managed discretionary account (MDA) service built in partnership with listed managed account operator Managed Accounts Holdings (MGP). Read more
One in four willing to switch advisers: EY survey
By Mark Smith  |  In Financial Planning
12:44 pm
Tue, 24 May
Wealth managers in Australia will need to employ more client-centric strategies and make better use of technology if they want to capture a share of the sector's $280 billion (US$200 billion) global revenue opportunity, according to EY's 2016 global wealth ... Read more
Insto oligopoly stifling advice M&A activity
By Alex Burke  |  In Financial Planning
12:24 pm
Tue, 24 May
There are still far more buyers than sellers for financial planning businesses due to 85% of licensees being controlled by six institutions, according to Connect Financial Service Brokers chief executive Paul Tynan. Read more
Not-for-profit fund buys StatePlus
By Mark Smith  |  In Financial Planning
12:36 pm
Mon, 23 May
A $54 billion not-for-profit super fund is set to acquire StatePlus from State Super, which it says will create the largest member-owned financial planning network in Australia. Read more
Robo advice set to fail: Morningstar
By Kerrie Sydee  |  In Financial Planning
12:13 pm
Fri, 20 May
Pure play robo advice will not stand that test of time, according to Morningstar's head of adviser solutions, Andrew Whelan. Read more
Focus Financial looking for more local partners
By Kerrie Sydee  |  In Financial Planning
12:00 pm
Thu, 19 May
Having announced their first Australian investment last week, Focus Financial Partners is hoping to partner with more Australian firms who are looking for a partner rather than just an investor. Read more
ASIC accepts EU of former adviser
By Kerrie Sydee  |  In Financial Planning
12:05 pm
Wed, 18 May
ASIC has accepted an enforceable undertaking (EU) of former Victorian financial adviser and authorised representative of the Synchron dealer group, Michael Melamed. Read more
ASIC orders HSBC remediation plan for "deficient" advice
By Alex Burke  |  In Financial Planning
12:54 pm
Tue, 17 May
ASIC has accepted an enforceable undertaking (EU) from HSBC Bank Australia concerning "potentially deficient advice" provided on retail structured products. Read more
Financial planners improve standing in annual trust survey
By Mark Smith  |  In Financial Planning
12:35 pm
Tue, 17 May
Financial planners have improved their standing in the Roy Morgan Image of Professions survey but still have some way to go before they can be considered one of the most trusted professions. Read more
Opt-In headache given mobile relief
By Kerrie Sydee  |  In Financial Planning
12:07 pm
Tue, 17 May
Midwinter and SuiteBox, the mobile office solution for advisers, have partnered to deliver an electronic solution to alleviate issues surrounding the FoFA Opt-In for financial planners. Read more
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