Financial Planning
KARREN VERGARA  |  THURSDAY, 19 JUL 2018   12:13PM
HUB24 is catering for new entrants to the investment platform market with the launch of a lower-cost and simpler option in its investor directed portfolio service (IDPS) and superannuation products.
More news
Wealthier Aussies seeking advice
JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
Latest research shows about two million Australians sought financial advice in the 12 months to May, accounting for more than 27% of the total wealth management market.
Advisers grapple with client retention
KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
Financial advisers are losing clients and the ongoing financial services Royal Commission isn't helping. The good news is professional standards reform is helping restore the reputation of the industry, Investment Trends research reveals.
Aussie seniors fear GFC repeat
JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
Ten years on, Australian seniors are living in fear of a repeat of the Global Financial Crisis with 25% unable to tolerate any annual loss on retirement savings.
FASEA-induced exodus increasingly likely
JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
About 20% of FINSIA's adviser members will leave the advice industry if they are forced to undertake additional postgraduate study.
Soaring funeral costs require adviser airtime
KARREN VERGARA  |  MONDAY, 16 JUL 2018
The soaring costs of funerals is an area financial advisers must factor into the estate planning process, particularly for those living in Sydney.
Advisers demand self-licensing regime: Poll
KARREN VERGARA  |  MONDAY, 16 JUL 2018
A majority of financial advisers would welcome an overhaul of the AFS licensing regime, a recent survey shows.
Boutique licensee acquires regional advice firm
JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
In its largest transaction to date, a growing boutique dealer group has acquired a Mudgee-based financial advice practice.
FASEA issues adviser exam proposals
JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
The Financial Adviser Standards and Ethics Authority released its draft guidance on the five key areas existing financial advisers will be tested on under the new education requirements.
Robo-advice users in for the long haul
JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
Young people are increasingly turning to robo-advice services for long-term goals like growing wealth outside of superannuation and saving for retirement, according to Six Park.
PAGE:
1
2
3
4
5
6
7
8
9
10
PREVIOUS
NEXT
Link to something 5m0paBVq