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Financial Planning

Kaplan launches adviser diagnostic tool

KERRIE SYDEE  |  THURSDAY, 11 AUG 2016
Kaplan Professional, in partnership with the University of New South Wales, has launched a new diagnostic tool that will provide a scientifically validated assessment of an adviser's technical knowledge and skill.

AFA calls on members to reject constitution change

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
The Association of Financial Advisers (AFA) is calling on members to reject a call for an extraordinary general meeting (EGM) to pass a special resolution to change the AFA constitution, following an adviser's request via the Life Insurance Customer ...

Lonsec gives iRate an upgrade

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
Lonsec research has launched an upgraded version of its iRate platform, providing financial advisers with a new selection of tools and capabilities to aid their investment analysis.

Implemented Portfolios launches branded IMA

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
Leading managed account specialist, Implemented Portfolios has launched a branded individually managed account (IMA) service.

Advisers can seek AMP for insurance support

DARREN SNYDER  |  TUESDAY, 9 AUG 2016
On the back of AMP overhauling its strategy around life insurance claims, financial advisers can now tap in to a "one-stop" website offering tools and support for all aspects of life insurance advice.

Bentleys NSW takes the leap into financial planning

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
Mid-tier accounting, taxation and audit firm, Bentleys NSW, has launched a new financial advisory division, Bentleys Wealth Advisors.

Prime Financial increases stake in MPR

DARREN SNYDER  |  MONDAY, 8 AUG 2016
ASX-listed Prime Financial Group is purchasing its largest stake in any one company, entering arrangements to increase holdings in Melbourne accounting and advisory firm MPR Group.

Fitzpatricks adds new advice firm

DARREN SNYDER  |  MONDAY, 8 AUG 2016
A private ownership model and a client-first culture are said to be the main reasons behind a Perth-based financial advice firm joining Fitzpatricks Private Wealth.

AZNGA subsidiary acquires adviser firm

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
AZ Next Generation Advisory (AZNGA) subsidiary, Wise Planners, has entered an agreement to acquire 100% of the shares of a Sydney based firm.

Goal based investing puts retirees in the spotlight

KERRIE SYDEE  |  THURSDAY, 4 AUG 2016
A focus on the accumulator and obsession with superannuation has shifted the focus away from retirement investment, according to AMP Capital who is set to launch two new goals based products.