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Financial Planning

Planners turning to annuities and outcome funds

MARK SMITH  |  WEDNESDAY, 23 MAR 2016
Financial planners are increasingly turning away from cash and term deposits for their retirement clients while annuities and outcome-orientated funds are becoming more popular destinations for new client money instead, according to the latest retirement ...

Platforms rise by $51.4bn in 2015

DARREN SNYDER  |  WEDNESDAY, 23 MAR 2016
The latest platform and wrap analysis from Plan for Life shows overall masterfund business increased by $51.4 billion or 8.3% during 2015, now standing at more than $672 billion.

Crowe Horwath and AVCAL enter education partnership

DARREN SNYDER  |  WEDNESDAY, 23 MAR 2016
A base-level private equity education for Australian Private Equity and Venture Capital Association (AVCAL) members will be run by accountancy firm Crowe Horwath.

Mercer expands financial advice business

MARK SMITH  |  TUESDAY, 22 MAR 2016
Mercer has grown its financial advice business by setting up a new team in Parramatta.

Kaplan and SMSFA launch postgrad qualification

DARREN SNYDER  |  TUESDAY, 22 MAR 2016
Kaplan Professional has launched a postgraduate qualification in self-managed superannuation funds which it has called the first of its kind in Australia.

Stockspot releases robo tool for HNW investors

ALEX BURKE  |  MONDAY, 21 MAR 2016
Stockspot has released a personalised automated investment portfolio service targeted at attracting high-net worth investors.

ASIC consults on robo regulation

ALEX BURKE  |  MONDAY, 21 MAR 2016
ASIC has released a draft regulatory guide and consultation paper for the robo-advice sector.

July 1 will end the "amateur" SMSF era

ALEX BURKE  |  MONDAY, 21 MAR 2016
New entry and licensing requirements for SMSF auditors and accountants from July 1 will likely result in many funds being wound up, according to industry consultant John Wiseman.

FPA supports "bitter harvest" recommendations

ALEX BURKE  |  FRIDAY, 18 MAR 2016
The Financial Planning Association has come out in support of the Senate Economics References Committee's recommendations for stronger ASIC penalties and redefining the term "general advice".

CFS upgrades FirstChoice and FirstWrap

MARK SMITH  |  THURSDAY, 17 MAR 2016
Colonial First State (CFS) has made more enhancements to its platforms to help advisers spend less time on back-office work and more time in front of their clients.