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Financial Planning

Deductible super contributions front of mind: BTFG

HARRISON WORLEY  |  FRIDAY, 20 JUL 2018
After reforms paved the way for more Australians to top up their superannuation, financial adviser queries around deductible personal super contributions have increased.

AMP dumps Horizons program

JAMIE WILLIAMSON  |  FRIDAY, 20 JUL 2018
AMP has scrapped its Horizons program, replacing it with a new, FASEA-compliant education and training course for financial advisers.

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
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.

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.