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Financial Planning

Business benefits of managed accounts mounting

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
Financial advisers using managed accounts are saving more than 14 hours a week on compliance and administrative tasks.

HUB24 partners for white label platform

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
A global diversified financial services company will launch a series of managed portfolios on HUB24 in the New Year after inking a white label deal with the platform provider.

Elders boosts Victorian presence

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
Elders Financial Planning is continuing its spree of on-boarding advice practices, adding its 20th business in less than two years just as it looks set to join IOOF.

CommInsure adds new annuity strategy

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
Financial advisers are now better equipped to help retiree clients ensure they won't run out of money with CommInsure expanding its range of retirement savings strategies through collaboration with a US academic.

Super changes increasing adviser workload: Financial Standard poll

KARREN VERGARA  |  MONDAY, 16 OCT 2017
Advisers' workload has somewhat increased since the superannuation changes took effect on July 1, Financial Standard's weekly poll reveals.

Advisers must provide more than financial health checks

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Any financial adviser that isn't asking clients the same questions their doctor would is failing to act in the client's best interest.

AFA can contribute to draining the swamp: George

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
The chief executive of ANZ Wealth has called on the Association of Financial Advisers to contribute to mandatory reference checking of advisers that frequently change licensee.

Mindfulness coach recognised for excellence in advice

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
A financial adviser with a unique business model incorporating the practice of yoga took home the 2017 Female Excellence in Advice Award.

AFA launches mental health service

DARREN SNYDER  |  MONDAY, 16 OCT 2017
The Association of Financial Advisers has partnered with one of Australia's largest providers of employment assistance programs to help its membership with mental health support services.

Advisers can transform tragedy

DARREN SNYDER  |  MONDAY, 16 OCT 2017
An international transition specialist believes a success marker for the Australian financial advice industry will be how it copes as the baby boom becomes a death boom.