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Financial Planning

CGT top of adviser minds

KARREN VERGARA  |  TUESDAY, 11 APR 2017
Capital gains tax is the fastest growing adviser query ahead of the 1 July changes to superannuation, according to the BT Advice Technical team.

Advice rated excellent: MLC survey

KARREN VERGARA  |  MONDAY, 10 APR 2017
Not enough Australians are seeking financial advice, but the minority that do (30%) rate it highly, the latest MLC Wealth Sentiment Survey shows.

AZ NGA firm procures consultant

JAMIE WILLIAMSON  |  MONDAY, 10 APR 2017
AZ Next Generation Advisory subsidiary Wise Planners acquired the corporate superannuation consulting business of a North Sydney-based financial advisory firm.

Employers urged to fund workers' financial advice

KARREN VERGARA  |  FRIDAY, 7 APR 2017
Employers should do more to help employees ease financial worries by providing work-funded financial advice, a new study from MetLife shows.

Adviser sentiment turns corner

KARREN VERGARA  |  FRIDAY, 7 APR 2017
The negativity around life insurance adviser sentiment is starting to turn a corner, according to new research from Zurich.

New alliance to encourage female planners

JAMIE WILLIAMSON  |  THURSDAY, 6 APR 2017
Supporting the growth of women in financial planning, the Financial Planning Association of Australia will work with Financial Executive Women to advance the progression of women in the industry.

Mobile education drives advice professionalism

JAMIE WILLIAMSON  |  WEDNESDAY, 5 APR 2017
Financial advisers looking to increase their level of education in the face of the professional standards legislation can now do so through a joint venture between knowITdigital and vocational education provider Monarch Institute.

Fiducian grows advice business

KARREN VERGARA  |  TUESDAY, 4 APR 2017
ASX-listed financial services firm Fiducian is expanding its advice division, agreeing to acquire a financial planning business in New South Wales.

Industry model costing good advisers

KARREN VERGARA  |  MONDAY, 3 APR 2017
The proposed industry funding model to help ASIC regulate poor advisers is at the cost of those behaving professionally and ethically, according to the Association of Financial Advisers.

Advice dealer group expands network

KARREN VERGARA  |  MONDAY, 3 APR 2017
A financial advice dealer group is continuing its growth strategy with the addition of a Melbourne-based practice to its national network.