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Financial Planning

Advisers need to leverage enormous ETF winds

DARREN SNYDER  |  WEDNESDAY, 27 JUL 2016
Exchange traded fund providers and financial advisers need to leverage the "enormous winds" created by ETFs in building better client investment portfolios, according to a leading industry executive.

IOOF advice nets $1.3bn in FY16

ALEX BURKE  |  WEDNESDAY, 27 JUL 2016
Total net inflows for IOOF's financial advice businesses, including Ord Minnett and Shadforth, reached $1.3 billion in the year to 30 June, 2016.

Synchron debuts adviser investment solution

KERRIE SYDEE  |  TUESDAY, 26 JUL 2016
Non-institutional licensee Synchron has created a new company to provide investment solutions to its advisers.

Independent body will make new standards simpler: FPA

KERRIE SYDEE  |  FRIDAY, 22 JUL 2016
The establishment of an independent standards body will make the professional standards transition clearer and easier to comply with, according the Financial Planning Association (FPA) chief executive Dante De Gori.

Focus on older men will kill financial planning

ALEX BURKE  |  FRIDAY, 22 JUL 2016
The over-representation of over-50 men in financial advice spells doom for the industry, according to Affinia head Marcus O'Sullivan.

Collaboration key to surviving change

KERRIE SYDEE  |  TUESDAY, 19 JUL 2016
Shared knowledge, experimentation and collaboration will be critical for financial advice practices looking to survive the rapidly changing industry, according to Association of Financial Advisers (AFA) chief executive Brad Fox.

MGP subsidiary buys stake in QLD advice firm

ALEX BURKE  |  MONDAY, 18 JUL 2016
Managed Accounts Holdings (MGP) subsidiary Planner Holdings has acquired a minority interest in a Queensland-based advice firm.

Strong leadership at the heart of adaptive change

KERRIE SYDEE  |  MONDAY, 18 JUL 2016
Making its way across the country the 2016 Association of Financial Advisers (AFA) practitioner roadshow is reminding advisers of the importance of adaptivity across all levels of the business.

SuperGuard360 gives SMSF trustees greater protection

MARK SMITH  |  FRIDAY, 15 JUL 2016
A new service aimed at giving SMSF advisers' clients greater confidence in setting up a self-managed fund by providing an extra layer of protection from financial misconduct, fraud and theft, has been launched by Rainmaker.

Elders adds fifth practice

KERRIE SYDEE  |  WEDNESDAY, 13 JUL 2016
Elders Financial Planning (EFP) has added its fifth practice and has welcomed a new regional financial adviser.