Financial Planning
EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017   12:39PM
Changes to superannuation and news Bill Shorten has discretionary family trusts in his sights is making investors worried about their investment future.
More news
Numbers and needs of female HNWs set to grow
JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2017
Female entrepreneurs represent both a growing demographic in Australia and an attractive business opportunity for wealth managers capable of offering bespoke services.
AFA launches conference program
JAMIE WILLIAMSON  |  WEDNESDAY, 16 AUG 2017
The Association of Financial Advisers has released the final program for its 2017 National Adviser Conference.
Advisers flock to non-insto licensees
ALEX BURKE  |  FRIDAY, 11 AUG 2017
The total number of registered financial advisers increased by 10% in the 12 months to March 2017, and non-institutionally-aligned dealer groups captured more than 70% of this growth, according to Rainmaker research.
MyPlanner inks deal with tech provider
JAMIE WILLIAMSON  |  FRIDAY, 11 AUG 2017
Independent financial advice licensee MyPlanner has become the first dealer group to partner with PractiFI.
Major advice firm endorses first home super saver scheme
DARREN SNYDER  |  WEDNESDAY, 9 AUG 2017
A prominent financial advisory firm is backing the Federal Government's First Home Super Saver Scheme even though it has received backlash from superannuation industry bodies.
Managed accounts forum unveils new format, adviser focus
DARREN SNYDER  |  TUESDAY, 8 AUG 2017
The Financial Standard Best Practice Forum on Managed Accounts is introducing an entirely new and innovative format in 2017, placing financial advisers front and centre of the one-day conference.
FinaMetrica merges with global software provider
JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
Australian-based risk specialist FinaMetrica has merged with a Canadian investment and financial planning software provider.
IOOF grows against the grain
JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
IOOF credited the onboarding of about 50 advisers last financial year as a driving force behind its 131% increase in advice net flows.
Advice too pricey for poor Australians
JAMIE WILLIAMSON  |  MONDAY, 7 AUG 2017
About 75% of Australians have not engaged a financial adviser in the last five years, with many believing it's too expensive and they don't earn enough to justify doing so.
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