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Financial Planning

HLB Mann Judd expands in WA

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
HLB Mann Judd has partnered with a Perth based financial planning business and formed a new wealth management service in Western Australia.

New advisers in need of extra training

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
A training program launched by Partners Wealth Group is hoping to equip new financial advisers with the client relationship tools they may not gain through academic studies.

Robo-advisers friend not foe: Cerulli

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
Robo-advisers are not the fundamental disruption feared by the financial advice industry but instead are a catalyst among traditional advice providers to move into the digital world.

Link launches online super advice tool

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
Link Group has launched a digital advice platform to deliver online superannuation advice and inspire member engagement.

How advisers are managing US election concerns

MICHELLE BALTAZAR  |  THURSDAY, 10 NOV 2016
Investment updates and one-on-one phone calls will be the order of the day for financial advisers taking a pro-active stance on investor worries about how their savings are faring after the latest market turbulence.

The $25 trillion decision US voters have to make

MICHELLE BALTAZAR  |  WEDNESDAY, 9 NOV 2016
Voting is underway for America's 45th president. Here's what industry experts have to say about the impact of the elections on global wealth, including Australian investors.

Infocus celebrates success

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
Infocus Group has celebrated the successes of leading businesses providing exceptional financial advice across the Infocus and Patron Australian Financial Services Licensees.

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
The Financial Planning Association has announced the shortlist for all six categories of the 2016 FPA Awards ahead of the FPA Professionals Congress in Perth.

CommInsure update champions progress

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
In its latest update to the industry CommInsure is assuring good progress has been made on the independent reviews of declined retail advice and group life insurance claims.

Technical Services Forum shines light on leading specialists

ALEX BURKE  |  TUESDAY, 8 NOV 2016
Technical services managers from IOOF and ANZ took the scholarship awards for UNSW Retirement Planning and Aged Care courses at the final Challenger Financial Standard Technical Services Forum for 2016.