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Financial Planning

Fintech is not a threat: FPA

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
Financial planners overlooking fintech are missing out on benefits that can ultimately lead to higher client engagement and satisfaction levels, latest research from the Financial Planning Association of Australia shows.

PIMCO launches adviser education tool

ALEX BURKE  |  WEDNESDAY, 22 NOV 2017
PIMCO has launched a new education platform to provide online resources for advisers about fixed income and global markets.

New advice firm taps young professional market

EMMA RAPAPORT  |  TUESDAY, 21 NOV 2017
Former Zurich risk strategist Jessica Brady and former Macquarie associate director and business development manager Glen Hare have teamed to launch an inner-Sydney financial advice practice.

Advisers ambivalent on LIF deadline: Poll

KARREN VERGARA  |  MONDAY, 20 NOV 2017
With less than six weeks to go, financial advisers are still unclear about their obligations under the Life Insurance Framework reforms, Financial Standard's weekly spot poll shows.

Elders continues impressive growth run

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2017
Elders Financial Planning recently added another advice business to its dealer group, onboarding its 21st practice since 2016.

AMP adds LIF resources as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 16 NOV 2017
Advisers transitioning their business to meet the new requirements imposed by the Life Insurance Framework are being provided with additional resources by AMP.

Managed accounts here for the long haul

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
Managed accounts are on a trajectory which will see the products become the dominant structure in investment platforms, according to a senior industry figure.

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
Advisers should be mindful of consistently carrying out processes and procedures for all clients or risk getting caught out, warns an industry expert.

Advice the face of wealth management evolution

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
The chief executive of a US mutual fund provider and subsidiary to a US$1.7 trillion global investment manager believes the financial services industry cannot go back on its move to independent financial advisers.

Former adviser cops 10-year imprisonment

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2017
The former principal of Sherwin Financial Planners was sentenced to 10 years imprisonment for fraud.