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Financial Planning

Advisers searching for LRBA answers

ALEX BURKE  |  WEDNESDAY, 2 AUG 2017
Regulatory changes to limited recourse borrowing arrangements have been advisers' primary concern over the past quarter, according to BT Advice Technical research.

ETFs set to continue dominance

JAMIE WILLIAMSON  |  WEDNESDAY, 2 AUG 2017
Nearly one third of Australia's financial advisers will increase their use of exchange traded funds in client portfolios over the next 12 months.

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE  |  TUESDAY, 1 AUG 2017
A subsidiary firm at Fortnum Private Wealth is on an aggressive growth track following the acquisition of a Sydney practice and the appointment of a new adviser.

SQM rolls out low-cost adviser platform

ALEX BURKE  |  MONDAY, 31 JUL 2017
SQM Research is launching a comprehensive investment information platform for financial advisers, the first of its kind in Australia to include residential real estate risk profiling.

Remembering Gerry Porter

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2017
The financial advice industry is mourning the loss of the man behind the Association of Financial Advisers' Genxt initiative.

No age limit on great advice

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2017
ANZ Wealth is encouraging financial advisers of all ages to apply for the AFA Rising Star Award, saying there is a misbelief that it only seeks to recognise young advisers.

Advice requires customisation: Research

KARREN VERGARA  |  WEDNESDAY, 26 JUL 2017
Financial advisers who customise services at an individual personal level are not only more likely to win new clients but are perceived to be trusted advisers, according to an academic.

The challenges of modern estate planning

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
Ageing populations giving rise to an increasing number of blended families will drive up complexity in estate planning, according to Bartier Perry Lawyers executive lawyer Chris Tsovolos.

Retirement income innovation severely lacking

EMMA RAPAPORT  |  TUESDAY, 25 JUL 2017
Producers of retirement-oriented investment solutions are failing to equip advisers with the means required to effectively manage the risks they face when trying to achieve client objectives, according to PIMCO.

Riding the retirement tidal wave

ALEX BURKE  |  TUESDAY, 25 JUL 2017
A future where people routinely live to 100 has significant implications for society - and more specifically financial planning, according to State Street Global Advisors head of portfolio strategists Asia-Pacific Jonathan Shead.