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Financial Planning

Financial planners improve standing in annual trust survey

MARK SMITH  |  TUESDAY, 17 MAY 2016
Financial planners have improved their standing in the Roy Morgan Image of Professions survey but still have some way to go before they can be considered one of the most trusted professions.

Opt-In headache given mobile relief

KERRIE SYDEE  |  TUESDAY, 17 MAY 2016
Midwinter and SuiteBox, the mobile office solution for advisers, have partnered to deliver an electronic solution to alleviate issues surrounding the FoFA Opt-In for financial planners.

Risk management firm joins Bombora network

ALEX BURKE  |  MONDAY, 16 MAY 2016
A Brisbane-based risk practice has joined the Bombora Advice dealer group.

Bank love affair with wealth management waning

KERRIE SYDEE  |  MONDAY, 16 MAY 2016
The wealth management industry has been embroiled in one scandal after another and as it struggles to meet both shareholder and customer demands, a number of big players are re-evaluating their commitment to wealth management.

Advisers beware the uncomfortable truth of the ageing brain

MARK SMITH  |  FRIDAY, 13 MAY 2016
Advisers risk losing clients or even facing compensation claims if they do not ready their clients for the cognitive decline that arises from ageing, State Street Global Advisors warns.

AMP holds assets despite Genesys exodus

ALEX BURKE  |  THURSDAY, 12 MAY 2016
AMP has announced in a first quarter update that outflows from Genesys advisers leaving the company "continue to be lower than expected."

Australians demanding robo-advice from super funds

ALEX BURKE  |  THURSDAY, 12 MAY 2016
Over a third of Australians (36%), who otherwise wouldn't or couldn't afford to see a financial planner, want their super funds to provide robo-advice services, according to the Investment Trends 2015 Direct Client Report.

Praemium partners national advice firm

MARK SMITH  |  THURSDAY, 12 MAY 2016
Praemium has launched a new managed account solution for a national dealer group.

AFA heralds adaptability

KERRIE SYDEE  |  WEDNESDAY, 11 MAY 2016
The Association of Financial Advisers (AFA) has called for advisers to focus on adaptability if they wish to address changing consumer preferences, the costs of delivering quality advice, technology and industry disruptors.

Decimal makes international debut

KERRIE SYDEE  |  WEDNESDAY, 11 MAY 2016
Decimal Software (Decimal) has signed an agreement with a "leading global professional services firm" allowing it to scale delivery of its enterprise grade robo-advice platform to international banks and financial services companies.