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Financial Planning

Choice outweighs balance for women

KARREN VERGARA  |  FRIDAY, 8 MAR 2019
As this year's International Women's Day campaigns for a gender-balanced world, one underlying factor that is overlooked is empowering women to make choices to live a financially secure and fulfilling life.

FPA launches FASEA policy, education hub

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2019
Financial advisers can now access up to date and easy to understand information about education policy developments via an online education hub from the Financial Planning Association of Australia.

New retirement loan launches

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2019
A new debt product that facilitates funding needs for financial advisers' retiree clients has launched.

Practifi integrates with XPLAN

KANIKA SOOD  |  WEDNESDAY, 6 MAR 2019
The business management platform for advisers has integrated with IRESS XPLAN, leveraging its recently released open API.

Why this HNW adviser avoids hedge funds

KANIKA SOOD  |  TUESDAY, 5 MAR 2019
A prominent high-net-worth financial adviser is aiming to have 7-10% of his clients' portfolios in alternatives as the markets mature but he's eschewing hedge funds and picking private assets instead.

Financial advisers evolving as wealth managers: Report

KARREN VERGARA  |  MONDAY, 4 MAR 2019
Financial planners are increasingly repositioning themselves as asset allocators instead of stock pickers, according to Investment Trends.

Grandfathered commissions ban unconstitutional: Association

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2019
A financial advice industry association is looking to take the Government to the High Court over the planned ban on grandfathered commissions, arguing the changes may not be constitutionally valid.

YBR in trading halt, flags loss

KARREN VERGARA  |  MONDAY, 4 MAR 2019
Yellow Brick Road has been suspended from trading for failing to lodge its half-year report.

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
Two Financial Planning Association of Australia members have faced immediate sanctions following determinations from the association's Conduct Review Commission.

New managed portfolio education hub launched

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2019
A new education portal for financial advisers keen to learn more about managed portfolios has launched.