Financial Planning
Zurich launches new adviser portal
KANIKA SOOD  |  FRIDAY, 5 OCT 2018
Zurich is phasing out its desktop quoting software ZXpress and ZLife platform to make way for a more efficient online portal for advisers.
FPA award finalists named
JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
The Financial Planning Association of Australia announced the 2018 finalists for its suite of awards, to be presented at its annual Professionals Congress in November.
Half of Australians don't have a will
KANIKA SOOD  |  THURSDAY, 4 OCT 2018
About 10 million Australians haven't put together a will and run the risk of having their assets divided by the state, new research has found.
BTFG to boost managed account capability
JAMIE WILLIAMSON  |  WEDNESDAY, 3 OCT 2018
Interest in managed account solutions is booming with BT Financial Group making significant gains in the space, and preparing to capitalise with the launch of 30 new products.
Royal Commission interim report flawed
JAMIE WILLIAMSON  |  WEDNESDAY, 3 OCT 2018
Commissioner Kenneth Hayne's interim report lacks understanding of financial advice and appears to have ignored submissions on the issues raised throughout the Royal Commission.
Financial advice as charitable giving
JAMIE WILLIAMSON  |  MONDAY, 1 OCT 2018
A new financial advice firm operating as a charity is changing the lives of low income earners in Western Australia.
Dishonest advice fees dent Westpac earnings
JAMIE WILLIAMSON  |  FRIDAY, 28 SEP 2018
Westpac's cash earnings for 2018 will take a $235 million hit due to ongoing remediation to financial advice customers.
Super funds call for grandfathering ban
KARREN VERGARA  |  THURSDAY, 27 SEP 2018
Superannuation funds are rallying to see an end to grandfathered commissions and for the regulator to impose stronger sanctions on those that fail to act in the best interests of members.
AFA rejects criticism over grandfathered commissions
JAMIE WILLIAMSON  |  WEDNESDAY, 26 SEP 2018
The Association of Financial Advisers used a submission to the Royal Commission to hit back at suggestions the advice industry has not adequately responded to the prevalence of grandfathered commissions.
How to retain HNW heirs as clients
KANIKA SOOD  |  MONDAY, 24 SEP 2018
Wealth managers who want to retain high-net-worth client assets through generations must engage better with their clients' heirs long before a wealth transfer happens, according to GlobalData.
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