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Financial Planning

Adviser commitment to tech relationships falling

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
Technology providers can no longer consider their relationships with financial planners secure as more planners look for lower cost and comprehensive solutions, according to Investment Trends.

JBWere and Praemium sign $1M deal

KERRIE SYDEE  |  THURSDAY, 30 JUN 2016
Praemium has partnered with JBWere to provide a client reporting solution using Praemium's V-Wrap portfolio administration and reporting software.

Admin, compliance restricting business growth

KERRIE SYDEE  |  THURSDAY, 30 JUN 2016
Advisers are spending more than 30 hours a week on client related admin and only 9 hours per week in face-to-face client meetings, according new research from Perpetual.

Merger gives Bentleys state-wide presence

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
Mid-tier accounting and advisory network, Bentleys, has bolstered its Tasmanian presence following a merger with a Hobart-based accounting and financial planning firm.

Link Group rebrand signals expansion

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
Link Group's superannuation and relevant advice provider Money Solutions will be rebranded as the group transitions towards a more holistic advice offering.

FPA National Roadshow emphasises value of advice

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
Currently making its way across the country, the 2016 Financial Planning Association (FPA) National Roadshow is hoping to prepare planners for the increasingly complex future of financial advice.

OwnersAdvisory awarded fintech prize

KERRIE SYDEE  |  MONDAY, 27 JUN 2016
Macquarie owned OwnersAdvisory was recognised at the inaugural Australian FinTECH awards, taking out the best fintech innovation in wealth management category.

Funeral bonds on the minds of advisers

DARREN SNYDER  |  MONDAY, 27 JUN 2016
Funeral bond provider Australian Friendly Society believes a combination of factors is driving an increased demand in the product's annual take up.

Morningstar reappointed as CBA advice research provider

KERRIE SYDEE  |  FRIDAY, 24 JUN 2016
Commonwealth Bank has reappointed Morningstar Australasia as primary investment research provider for its wealth management advice licensees - Commonwealth Financial Planning, Financial Wisdom and BW Financial Advice.

Cbus hiring 30 advice professionals following service launch

ALEX BURKE  |  THURSDAY, 23 JUN 2016
Cbus has launched a new financial advice model to deliver to fund members.