Financial Planning
ALEX BURKE  |  THURSDAY, 19 OCT 2017   12:53PM
Midwinter entered into a strategic partnership for a business platform specialising in the financial services industry.
More news
Markets prompt adviser asset allocation review: Research
KARREN VERGARA  |  THURSDAY, 19 OCT 2017
Extreme market conditions are forcing most advisers to reassess client portfolios and consider alternative investment options, latest survey data reveals.
Wills should be reviewed, not refuted: EQT
JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
Financial advisers must ensure clients' estate plans are being regularly reviewed to avoid the potential diminishment of assets as a result of costly family drama when they're gone, Equity Trustees said.
Business benefits of managed accounts mounting
JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
Financial advisers using managed accounts are saving more than 14 hours a week on compliance and administrative tasks.
HUB24 partners for white label platform
JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
A global diversified financial services company will launch a series of managed portfolios on HUB24 in the New Year after inking a white label deal with the platform provider.
Elders boosts Victorian presence
JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
Elders Financial Planning is continuing its spree of on-boarding advice practices, adding its 20th business in less than two years just as it looks set to join IOOF.
CommInsure adds new annuity strategy
JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
Financial advisers are now better equipped to help retiree clients ensure they won't run out of money with CommInsure expanding its range of retirement savings strategies through collaboration with a US academic.
Super changes increasing adviser workload: Financial Standard poll
KARREN VERGARA  |  MONDAY, 16 OCT 2017
Advisers' workload has somewhat increased since the superannuation changes took effect on July 1, Financial Standard's weekly poll reveals.
Advisers must provide more than financial health checks
JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Any financial adviser that isn't asking clients the same questions their doctor would is failing to act in the client's best interest.
AFA can contribute to draining the swamp: George
JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
The chief executive of ANZ Wealth has called on the Association of Financial Advisers to contribute to mandatory reference checking of advisers that frequently change licensee.
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