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Financial Planning

Digital advice an economic problem

DARREN SNYDER  |  TUESDAY, 30 AUG 2016
An industry consultant believes superannuation funds banking on superior technology solutions or digital advice programs to deliver a competitive advantage should rethink their strategy.

HUB24 partners for new white label offering

ALEX BURKE  |  TUESDAY, 30 AUG 2016
HUB24 has partnered with a licensee to create a new bespoke platform and managed portfolio offering.

Digital key to greater trust, literacy

KERRIE SYDEE  |  MONDAY, 29 AUG 2016
Financial advisers must embrace digital advice to increase understanding and trust among prospective clients, according to StatePlus general manager, financial planning and marketing Jason Andriessen.

Sunsuper continues push into adviser market

JAMIE WILLIAMSON  |  FRIDAY, 26 AUG 2016
Sunsuper has appointed two new business development managers (BDM) and launched an online portal for financial advisers.

Managed accounts to disrupt fund businesses to the tune of $60bn

MICHELLE BALTAZAR  |  THURSDAY, 25 AUG 2016
The managed accounts industry is tipped to hit $60 billion by 2020, heavily disrupting traditional asset manager business models and driving the growth of financial advice groups, according to Morgan Stanley Research.

LICG will fight on after failing to trigger AFA constitution talks

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2016
The Life Insurance Customer Group (LICG) has failed to trigger an extraordinary general meeting of the Association of Financial Advisers (AFA) to explore a change to the body's constitution after nearly half of the submissions it sent requesting one ...

Risk advice revenue falls 7pc in 2016

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
Risk advice revenue has dropped to the lowest point since 2013 as advisers anticipate the impacts of pending Life Insurance Framework (LIF) reforms, according to the Investment Trends 2016 Planner Risk Report.

Vulnerable clients easily manipulated: study

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
Trust in financial advisers can be easily manipulated, according to a new university study which found a large proportion of Australians were unable to tell the difference between good and bad financial advice.

Sentry Group slams LICG's "opportunistic attack"

ALEX BURKE  |  WEDNESDAY, 24 AUG 2016
Sentry Group chief executive and chair Murray Hills has criticised the Life Insurance Consumer Group's "attack" on the Association of Financial Advisers in an open letter.

TAL upgrades Risk Academy

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
Life insurer TAL has upgraded its Risk Academy program, giving advisers the flexibility to complete courses on demand and has partnered with a new education provider.