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| | | More than 3000 Cbus members have been paired with a Certified Financial Planner under an advice program run in conjunction with the Financial Planning Association. The industry superannuation fund is further encouraging its members to embrace financial ... |
| | | | Fractional property investor DomaCom has announced its first integration, allowing financial advisers to automatically include DomaCom sub-fund investments in client reports. DomaCom has entered into an agreement to integrate its property sub-funds ... |
| | | | Financial Standard attended all the major industry conferences this year to keep you informed. Chief Economists Forum It may well be Rainmaker's 25th anniversary in 2017, but this year also marked the anniversary of several historic and global economic ... |
| | | | A newly rebranded SMSF service provider is hoping to expand its market reach with the help of financial advisers. Adelaide-based PeakSuper, formerly Catapult Super, will look to build partnerships with advisers to assist their clients with the establishment ... |
| | | | HUB24 appointed a former Challenger executive to its board of directors. Paul Rogan joins as a non-executive director, replacing Vaughan Webber who will retire as a non-executive director and chair of the platform's Audit, Risk and Compliance Committee. ... |
| | | | Fiducian has added three financial planning client books, collectively representing an additional $40.9 million in funds under advice. The transactions were funded by excess cash; client bases are located in Perth, Melbourne and the Sunshine Coast ... |
| | | | Two financial planners in New South Wales' central west are joining forces to launch a new financial advice business. Claire Russell, formerly of Ausure, will partner with Siebury adviser Geoff Siegert to launch Central West Financial Planning in Bathurst ... |
| | | | ... comes to superannuation performance are increasing. Those who purchase superannuation through an independent financial planner/adviser were the most satisfied at 71.3% (up 5.6%), followed by those who purchased through an accountant at 68.8% (2.8% increase). ... |
| | | | ... Schools introduced to Banqer by FPA members will have access to the online program, as well as support from a financial planner. The aim is to provide the program to 15,000 kids in local schools during 2017/18, allowing them to become curious, creative ... |
| | | | Financial planners attempting to create a one-size-fits-all approach for fees covering aged care advice do so at their own peril, an industry expert warns. Strategic Financial Planning adviser Jacqui Hayes, a dedicated aged care specialist, said advisory ... |
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