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Financial Planning

JBWere to reduce adviser commissions

KERRIE SYDEE  |  THURSDAY, 23 JUN 2016
JBWere will be making a number of changes to its remuneration framework following a six month review of its remuneration structure.

Two advice firms to get managed accounts

MARK SMITH  |  WEDNESDAY, 22 JUN 2016
Advice firms Choice Capital and Ashfords Wealth Advisors will have access to a diversified suite of SMAs managed by Beulah Capital.

Bloomberg partners with DFAT for health program

ALEX BURKE  |  WEDNESDAY, 22 JUN 2016
Bloomberg Philanthropies has partnered with 18 countries to provide technical assistance and funding to gather citizens' health data.

Female planner tops CFP program

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
The Financial Planning Association (FPA) has named Claire McGregor as the winner of the fifth Gwen Fletcher Memorial award, the fourth female planner to be awarded the accolade.

AIA and AdviserLogic partnership to benefit advisers

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
Life insurer AIA Australia has unveiled a new risk-specific data feed to AdviserLogic to help financial advisers produce faster and more accurate client information for administering life insurance policies.

New resource hopes to inspire women

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
Association of Financial Advisers national president and director of Integra Financial Services, Deborah Kent, has released a short video series to help encourage women in financial services.

Lifeplan portal puts investors first

KERRIE SYDEE  |  MONDAY, 20 JUN 2016
Lifeplan, a specialist business of Australian Unity Investments, has launched an online investor portal to enable investors to monitor and transact online.

Crestone open for business after UBS deal completes

MARK SMITH  |  THURSDAY, 16 JUN 2016
Crestone has commenced operations with more than $14 billion of assets under management after finalising its acquisition of UBS Wealth Management Australia.

New wave of retirees to challenge advisers

KERRIE SYDEE  |  THURSDAY, 16 JUN 2016
The new wave of baby boomer retirees is set to dramatically change the direction of financial advice, argues industry consultant John Wiseman.

MyPlanner streamlines back-office for 175 advisers

ALEX BURKE  |  WEDNESDAY, 15 JUN 2016
MyPlanner has debuted its new end-to-end back-office solution for its network of 175 financial planners.