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Financial Planning

Advisers halt HNW slide

MARK SMITH  |  TUESDAY, 16 FEB 2016
There are signs that advisers have recovered from last year's slide in the number of high net worth investors (HNWs) using their services.

Most accountants still unready for advice

ALEX BURKE  |  TUESDAY, 16 FEB 2016
Most accountants still lack confidence in their ability to deliver financial advice services, according to Bstar research.

AIA revamps digital strategy

MARK SMITH  |  MONDAY, 15 FEB 2016
AIA Australia hopes to change the way people engage with life insurance by personalising products and focusing on storytelling.

$1m does not make you rich, Australians say

MARK SMITH  |  MONDAY, 15 FEB 2016
A fifth of those with a household income of $200,000 are living pay-cheque to pay-cheque and having $1 million does not make you rich.

Even the wealthy are turning to robo-advice

MARK SMITH  |  FRIDAY, 12 FEB 2016
Millennials and small investors are not the only ones taking up robo-advice; wealthy clients are also turning to the new technology in their droves.

LIF expected before parliament this week

ALEX BURKE  |  THURSDAY, 11 FEB 2016
The Life Insurance Framework is expected to be put to the House of Representatives by Assistant Treasurer Kelly O'Dwyer this week.

Death tax would save budget billions: Costello

DARREN SNYDER  |  THURSDAY, 11 FEB 2016
The pre-budget cloud of ideas continues to thicken with Community Council for Australia chair Tim Costello advocating the federal government create an estate duty or death tax.

Margin loans keep pace with shrinking customer-base

ALEX BURKE  |  WEDNESDAY, 10 FEB 2016
While the number of Australians using margin loans decreased by 4% in 2015 based on RBA figures, the total margin debt increased by 4%.

CFS launches app for advisers

DARREN SNYDER  |  TUESDAY, 9 FEB 2016
Colonial First State (CFS) has launched a new mobile app on both Apple and Android devices that aims to cut down the time financial advisers spend on administration.

Synchron debuts new risk advice solution

ALEX BURKE  |  TUESDAY, 9 FEB 2016
Synchron has revealed the prototype of the fixed term level life insurance product it has developed jointly with AIA Australia.