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Financial Planning

Funds under management to hit $8tr by 2035: research

MICHELLE BALTAZAR  |  FRIDAY, 19 FEB 2016
Competition will intensify among the country's largest fund managers as research forecast the size of the wealth management market to reach $8 trillion by 2035, at a bare minimum.

Behavioural coaching is the best route to 'adviser alpha'

MARK SMITH  |  FRIDAY, 19 FEB 2016
Advisers are the solution to the question of why retail investors leave so much of the possible return available in markets on the table, according to Vanguard head of investment strategy group Asia Pacific, Jeff Johnson.

PPS launches life insurance mutual offering

ALEX BURKE  |  THURSDAY, 18 FEB 2016
South African financial services firm PPS has launched PPS Mutual in Australia, providing access to a retail life risk mutual offering.

Magellan average monthly inflows hit $214m

ALEX BURKE  |  THURSDAY, 18 FEB 2016
Magellan has released its results for the six months ended 31 December 2015, revealing it saw average monthly retail net inflows of $214 million during the period.

Macquarie launches robo-advice service

ALEX BURKE  |  THURSDAY, 18 FEB 2016
Macquarie has launched the digital advice service it announced in November 2015.

Adviser roadshow shines light on modern-day advice

MICHELLE BALTAZAR  |  THURSDAY, 18 FEB 2016
Financial advisers took home plenty of business tips at an adviser roadshow yesterday - and many of them are refreshingly unconventional.

Zurich launches LIF support initiative

MARK SMITH  |  THURSDAY, 18 FEB 2016
Zurich Financial Services Australia is launching a life insurance framework (LIF) support package for financial advisers, via a national roadshow.

Topdocs adds Commonwealth Bank integration

MARK SMITH  |  WEDNESDAY, 17 FEB 2016
Legal document provider Topdocs has created the ability for advisers to populate a Commonwealth Bank Accelerator Cash Account application - distributed by CommSec Adviser Services - at the same time as establishing their self-managed super funds through ...

ASIC bans former Guardian Advice planner

ALEX BURKE  |  WEDNESDAY, 17 FEB 2016
ASIC has permanently banned a former Guardian Advice representative.

New robo-advice business launches

MARK SMITH  |  TUESDAY, 16 FEB 2016
BetaSmartz, a new robo-advice platform aimed at both institutional and retail investors, has launched today.