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STAFF WRITERS  |  MONDAY, 21 OCT 2013
In the latest edition of Financial Standard we ask a selection of major financial planning groups what they are doing to stay ahead of the curve, what Cbus' referral deal with the FPA means, review how the AFA conference went, assess Senator Sinodinos' ...

Cbus, FPA explain their referral deal

JAMES FERNYHOUGH  |  MONDAY, 21 OCT 2013
The Financial Planning Association of Australia (FPA) and Cbus explain how their pilot professional advice referral service will work. First of all, it will run from January to June 2014 and be available to Cbus members in Queensland, South Australia ...

Dalton Nicol Reid consistency rewarded with Lonsec upgrade

MARK SMITH  |  MONDAY, 21 OCT 2013
Dalton Nicol Reid (DNR)'s flagship Australian Equities High Conviction Portfolio has received a 'Recommended' rating from research house Lonsec. The model portfolio aims to outperform the S&P/ASX 200 Accumulation Index by 4% per annum over rolling three ...

ASIC acted only when claims hit "tsunami level"

LAURA MILLAN  |  MONDAY, 21 OCT 2013
A former employee of the Australian Securities and Investments Commission (ASIC) has condemned the fact that the regulator acted only when the volume of complaints "reached tsunami level." In a submission to the Senate inquiry on ASIC's performance ...

MySuper authorisations creep up to 78

ALEX DUNNIN  |  FRIDAY, 18 OCT 2013
With three months to go until employers will be allowed to send superannuation guarantee contributions only to super funds that have been authorised to offer MySuper products, there are only 78 funds MySuper authorised. According to figures from the ...

SSgA launches ETF portfolio for advisers

LAURA MILLAN  |  THURSDAY, 17 OCT 2013

Grandfathering pushes self-licensing

LAURA MILLAN  |  THURSDAY, 17 OCT 2013
Uncertainty around the grandfathering provision of the Future of Financial Advice (FoFA) regulations has made a self-license more appealing for advisers looking to leave their dealer group. "Lots of licensees have restrictions in place that might not ...

Fund members still resisting super engagement

ALEX DUNNIN  |  THURSDAY, 17 OCT 2013
Despite the considerable work by super funds to engage their memberships, two just released consumer surveys have again affirmed the difficulty they face in gaining traction among members. Engaged Marketing in its analysis of super fund Net Promoter ...

Adapt clients to slower global growth: PIMCO

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
The global economy is likely to experience a period of slow growth that will last from two to five years, PIMCO head of Global Product Management David Fisher said. "Advisers need to think about ways to adapt client portfolios to a changing and different ...

Women's retirement anxiety is increasing

JAMES FERNYHOUGH  |  TUESDAY, 15 OCT 2013
Women are developing deep seated concerns over not having enough retirement funds, according to the MLC Australian Wealth Sentiment Survey. The survey questioned more than 2000 Australians, with special emphasis on gender, age and location. The main ...