Financial Planning
LICG will fight on after failing to trigger AFA constitution talks
By Jamie Williamson  |  In Financial Planning
12:17 pm
Today
The Life Insurance Customer Group (LICG) has failed to trigger an extraordinary general meeting of the Association of Financial Advisers (AFA) to explore a change to the body's constitution after nearly half of the submissions it sent requesting one were ... Read more
Risk advice revenue falls 7pc in 2016
By Kerrie Sydee  |  In Financial Planning
12:23 pm
Yesterday
Risk advice revenue has dropped to the lowest point since 2013 as advisers anticipate the impacts of pending Life Insurance Framework (LIF) reforms, according to the Investment Trends 2016 Planner Risk Report. Read more
Vulnerable clients easily manipulated: study
By Kerrie Sydee  |  In Financial Planning
12:18 pm
Yesterday
Trust in financial advisers can be easily manipulated, according to a new university study which found a large proportion of Australians were unable to tell the difference between good and bad financial advice. Read more
Sentry Group slams LICG's "opportunistic attack"
By Alex Burke  |  In Financial Planning
11:54 am
Yesterday
Sentry Group chief executive and chair Murray Hills has criticised the Life Insurance Consumer Group's "attack" on the Association of Financial Advisers in an open letter. Read more
TAL upgrades Risk Academy
By Kerrie Sydee  |  In Financial Planning
11:34 am
Tue, 23 August
Life insurer TAL has upgraded its Risk Academy program, giving advisers the flexibility to complete courses on demand and has partnered with a new education provider. Read more
Majority of Australians without financial plan
By Kerrie Sydee  |  In Financial Planning
11:27 am
Tue, 23 August
Baby boomers are more optimistic than their younger counterparts, with 51% of generation X fearing they won't have enough money to retire compared to 40% of baby boomers, according to new research from the Financial Planning Association of Australia ... Read more
EGM forms require validation: AFA
By Kerrie Sydee  |  In Financial Planning
11:26 am
Tue, 23 August
The Association of Financial Advisers (AFA) must verify over 200 individual forms calling for an Extraordinary General Meeting after preliminary checking showed a number of discrepancies. Read more
ANZ partners with Mercer for retiree portfolios
By Alex Burke  |  In Financial Planning
12:10 pm
Thu, 18 August
ANZ Wealth has partnered with Mercer to develop new model portfolios for retirees. Read more
Adviser ETF survey winners announced
By Mark Smith  |  In Financial Planning
12:54 pm
Wed, 17 August
Financial Standard is pleased to announce the winners of two cash voucher prizes as it reveals the results of an extensive survey into advisers' use of exchange traded funds. Read more
UK IFAs increasingly outsourcing to DFMs
By Kerrie Sydee  |  In Financial Planning
12:52 pm
Wed, 17 August
United Kingdom independent financial advisers (IFAs) are increasingly outsourcing investment assets to discretionary fund managers (DFMs) as asset managers start to feel the fee pressure pinch, according to Cerulli Associates' 'Asset Management in the ... Read more
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