Financial Planning
Financial Standard to present at upcoming netwealth webinar
By Kerrie Sydee  |  In Financial Planning
4:22 pm
Yesterday
Financial advisers who want to know more about managed accounts are invited to register for a free webinar next month on the topic "Best foot forward: Better outcomes and conversations through managed accounts". Read more
ATO resource targets illegal pension schemes
By Mark Smith  |  In Financial Planning
12:47 pm
Thu, 28 July
The Australian Taxation Office (ATO) has launched a new initiative aimed at educating advisers and pre-retirees about the potential pitfalls of retirement planning schemes. Read more
Former Calastone MD launches fintech solution
By Kerrie Sydee  |  In Financial Planning
12:27 pm
Thu, 28 July
Former Calastone managing director Shannon Bernasconi has co-founded a new investment platform solution for financial advisers. Read more
Advisers need to leverage enormous ETF winds
By Darren Snyder  |  In Financial Planning
12:25 pm
Wed, 27 July
Exchange traded fund providers and financial advisers need to leverage the "enormous winds" created by ETFs in building better client investment portfolios, according to a leading industry executive. Read more
IOOF advice nets $1.3bn in FY16
By Alex Burke  |  In Financial Planning
11:28 am
Wed, 27 July
Total net inflows for IOOF's financial advice businesses, including Ord Minnett and Shadforth, reached $1.3 billion in the year to 30 June, 2016. Read more
Synchron debuts adviser investment solution
By Kerrie Sydee  |  In Financial Planning
11:49 am
Tue, 26 July
Non-institutional licensee Synchron has created a new company to provide investment solutions to its advisers. Read more
Independent body will make new standards simpler: FPA
By Kerrie Sydee  |  In Financial Planning
11:13 am
Fri, 22 July
The establishment of an independent standards body will make the professional standards transition clearer and easier to comply with, according the Financial Planning Association (FPA) chief executive Dante De Gori. Read more
Focus on older men will kill financial planning
By Alex Burke  |  In Financial Planning
9:46 am
Fri, 22 July
The over-representation of over-50 men in financial advice spells doom for the industry, according to Affinia head Marcus O'Sullivan. Read more
Collaboration key to surviving change
By Kerrie Sydee  |  In Financial Planning
12:20 pm
Tue, 19 July
Shared knowledge, experimentation and collaboration will be critical for financial advice practices looking to survive the rapidly changing industry, according to Association of Financial Advisers (AFA) chief executive Brad Fox. Read more
MGP subsidiary buys stake in QLD advice firm
By Alex Burke  |  In Financial Planning
12:31 pm
Mon, 18 July
Managed Accounts Holdings (MGP) subsidiary Planner Holdings has acquired a minority interest in a Queensland-based advice firm. Read more
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