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FPA celebrates World Financial Planning Day

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... great initiative that will raise awareness of the financial planning profession and how FPA members can help Australians save and invest to improve their financial wellbeing and build a better future. We look forward to celebrating this special day with ...

Physical health inspires financial health

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
Financial advisers looking to attract new business should look to the local golf course with research showing golfers are most likely to seek financial advice. The latest study from AMP reveals golfers (57%) and cricketers (51%) are more inclined to ...

NZ manager launches retirement product

EMMA RAPAPORT  |  MONDAY, 25 SEP 2017
Simplicity, a New Zealand investment manager which provides a KiwiSaver superannuation product, is launching a new fund to guarantee member's income through retirement. From age 65, members of the Simiplitcy KiwiSaver Scheme invested in the guaranteed ...

Turning lazy cash into super savings

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
... superannuation account on a monthly basis. Carrott founder and managing director Christian Raftery said the app empowers consumers to save money towards retirement, whilst gaining a better understanding of their finances and achieving financial wellness. ...

GSFM scores major alternatives partnership

ALEX BURKE  |  TUESDAY, 19 SEP 2017
... people appreciate their benefits," he said. Since Mario Draghi "rang the bell in 2012 and asserted to do anything it takes to save Europe," he added, equity markets have been firmly in bull market territory - and there is a growing sense that the risk ...

Xenophon team introduce unpaid super Bill

KARREN VERGARA  |  MONDAY, 11 SEP 2017
... threshold. AIST chief executive Eva Scheerlinck said that the threshold impedes on the ability of people working multiple jobs to save for their retirement. "We have examples where someone is working for three or four employers but aren't hitting the ...

The pointy end of super regulation

ALEX BURKE  |  WEDNESDAY, 6 SEP 2017
... requirements were approached through a collective framework that also ensures high quality assessments. This process may save many millions of dollars a year and has already delivered huge benefits for some of you," she said. "Whether it be RG 97, ODD ...

Housing affordability depresses confidence: Westpac

EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017
... making it extremely difficult for first home buyers, and Australians in general, to remain positive about their ability to save for all stages of life," Westpac Group chief executive consumer bank George Frazis said. To best address these issues, 71% ...

Retail managed accounts option gains traction

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2017
A new platform is targeting investors directly with promises to save time and huge amounts of fees through the benefits of a managed discretionary account service. Touted as Australia's first direct-to-client automated alternative managed accounts offering ...

IRESS strikes advice platform partnership

DARREN SNYDER  |  MONDAY, 14 AUG 2017
... efficiently. XPLAN Prime allows financial advisers to deliver objectives-based scalable advice to meet a range of client needs and save significant time. ClearView chief executive of Matrix Planning Solutions, Todd Kardash, said: "Advisers increasingly ...