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Financial Planning

NAB FP cuts junior advisers

KERRIE SYDEE  |  TUESDAY, 22 NOV 2016
NAB Financial Planning has announced it will be cutting 55 entry level adviser roles as it looks to "deliver better customer outcomes" and "position the business for future growth".

Investors driving impact demand

KERRIE SYDEE  |  TUESDAY, 22 NOV 2016
Investments that have measurable impacts and clear financial returns are a clear win for financial advisers, according to global head of responsible investment at AXA Investment Managers, Matt Christensen.

IOOF launches new adviser portal

KERRIE SYDEE  |  MONDAY, 21 NOV 2016
IOOF has launched a new online portal for financial advisers using IOOF Employer Super, heralding improved features and superior functionality.

Japanese bank Nomura ups ante in robo-advice

MICHELLE BALTAZAR  |  THURSDAY, 17 NOV 2016
Financial advisers and super funds doing their groundwork on best-practice robo-advice should take a closer look at Nomura after the $1.1 trillion banking giant launched its robo-advice service this week.

Misaligned expectations advisers' biggest threat

KERRIE SYDEE  |  THURSDAY, 17 NOV 2016
The misalignment of investor and adviser expectations is one of the greatest threats facing financial advisers around the world, according to research from Natixis Global Asset Management.

Adviser Ratings secures referral partnership

KERRIE SYDEE  |  TUESDAY, 15 NOV 2016
Adviser Ratings has partnered with Small Business First for an exclusive referral scheme designed to connect Australian small businesses with professional financial advisers.

Advisers drive annuities growth

KERRIE SYDEE  |  TUESDAY, 15 NOV 2016
Greater education and understanding of the benefits annuities can play in retirement has seen Colonial First State's FirstChoice and FirstWrap total funds under management exceed $535 million.

Alternatives LIC a win for planners

ALEX BURKE  |  MONDAY, 14 NOV 2016
The Blue Sky Alternatives Access Fund as a listed investment company is an ideal vehicle for planners looking to diversify client portfolios, according to fund director Andrew Champion.

Impact investing driving advice growth

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
Demand for impact investing is expected to rapidly increase as a growing number of retail and institutional investors search for investments that provide both monetary and social returns.

Digital advice as commonplace as internet banking

ALEX BURKE  |  FRIDAY, 11 NOV 2016
Once big institutions come around to the benefits of digital member engagement, digital advice services will become as reliable and ubiquitous as internet banking.