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Financial Planning

Client longevity the largest advice disruptor

DARREN SNYDER  |  TUESDAY, 13 MAR 2018
Financial advisers must understand their respective practices will face increased pressure and industry disruption if they fail to properly account for the fundamentals of client longevity.

Advisers to embrace aged care opportunities

JAMIE WILLIAMSON  |  TUESDAY, 13 MAR 2018
As the need for aged care grows, so too does the need for specialised aged care financial advice.

AMP introduces SMA range

JAMIE WILLIAMSON  |  MONDAY, 12 MAR 2018
AMP is further embracing managed accounts, making a suite of separately managed portfolios available to users of its platforms.

AdviserLogic signs with global risk profiling giant

KANIKA SOOD  |  FRIDAY, 9 MAR 2018
Financial advisers using AdviserLogic's CRM system will now be able to assess a client's risk tolerance score following a partnership with global service provider FinaMetrica.

Netwealth partners for engagement

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
Netwealth is partnering with a cloud-based wealth platform to assist financial advisers in improving client engagement.

More female clients requires more female advisers

JAMIE WILLIAMSON  |  THURSDAY, 8 MAR 2018
The increase in women seeking financial advice highlights not only the need for more female advisers, but also the benefits of embracing gender equality in the workplace.

Beware downsizer downsides

JAMIE WILLIAMSON  |  WEDNESDAY, 7 MAR 2018
The technical manager at a financial advice services provider says there are advisers not across the traps of the downsizer contribution allowable for over-65s from 1 July 2018.

Staggering annuities can fund retirement shortfall

KARREN VERGARA  |  TUESDAY, 6 MAR 2018
Adopting multiple annuities could mean the difference between living comfortably or facing a massive shortfall in retirement, according to a retirement planning expert.

Queensland advice practice goes international

JAMIE WILLIAMSON  |  TUESDAY, 6 MAR 2018
A Queensland-based financial advice business is expanding its operations to the United Arab Emirates.

Reinvigorated OneVue inches up platform rankings

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
OneVue is gaining traction among financial advisers, with its functionality trumping that of Colonial First State's FirstWrap, according to the latest platforms analysis from Investment Trends.