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Financial Planning

What will estate planning look like in 2020?

DARREN SNYDER  |  WEDNESDAY, 4 APR 2018
Looking beyond 2020, netwealth technical services head Keat Chew said financial advisers must consider the prospect of small tax increases on superannuation earnings and lump sum payments.

Affordable advice outsourcing at the ready

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
A new partnership will provide financial advice practices with access to a cost-effective, "off the shelf" outsourcing solution to ease back-office pressures.

How much do you need to feel financially free?

KANIKA SOOD  |  TUESDAY, 3 APR 2018
NAB has put a dollar figure on the magic number Australians think they need to "significantly improve their lives forever."

Adviser builds new practice under Elders banner

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
A Melbourne-based financial adviser is building out her own practice, joining the Elders Financial Planning dealer group.

MGP partners with advice firm

JAMIE WILLIAMSON  |  TUESDAY, 27 MAR 2018
Managed Accounts Holdings is adding $160 million in funds to its new MDA Service offering through a new partnership.

Top stocks shine in the long term: ABDO

KARREN VERGARA  |  FRIDAY, 23 MAR 2018
Despite the market volatility and challenges 2018 has thrown at advisers, this is a good time to cut through the short-term noise and reflect on opportunities that'll pay off in the long run, according leading fund managers.

Industry responds to latest FASEA guidance

JAMIE WILLIAMSON  |  WEDNESDAY, 21 MAR 2018
Financial advice industry associations will now look to fill any holes found in the educational pathway guidance issued by the Financial Adviser Standards and Ethics Authority yesterday.

AMP flags new practice management platform

ALEX BURKE  |  TUESDAY, 20 MAR 2018
In its 2018 Sustainability Report, AMP said it was investing in a practice management tool as part of its Goals 360 advice platform.

Crunch time for limited MDA advisers

KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
Financials advisers have less than seven months to transition clients and beat the limited managed discretionary account (MDA) deadline.

Financial advice under the Royal Commission spotlight next month

ALEX BURKE  |  TUESDAY, 13 MAR 2018
The Royal Commission will set its sights on the financial advice industry in April, with the first hearing taking place on the 16th.