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Financial Planning

Bell Financial Group posts strong result

MARK SMITH  |  FRIDAY, 15 JAN 2016
Listed stock broking and advisory firm Bell Financial Group saw its before-tax profit increase 165% in 2015.

Younger clients best-served by robo-advice

ALEX BURKE  |  THURSDAY, 14 JAN 2016
Automated asset allocation and risk profiling "changes the dynamic of who advisers can and can't afford to talk to," according to Ignition Wealth chief executive Mark Fordree.

Limited AFSLs like "part-time surgeons"

ALEX BURKE  |  THURSDAY, 14 JAN 2016
Accountants with limited Australian financial services licences are like "part-time surgeons," according to John Birt, principal of advice M&A broker Radar Results.

ASIC hits ex-ANZ adviser with ban

ALEX BURKE  |  THURSDAY, 14 JAN 2016
ASIC has banned a former ANZ bank adviser for 10 years.

Adviser standards need a tidy

DARREN SNYDER  |  MONDAY, 11 JAN 2016
The Association of Superannuation Funds of Australia (ASFA) believes it is not clear how proposed education and training requirements for financial advisers would apply to robo-advice.

ASIC bans former Macquarie adviser for market manipulation

ALEX BURKE  |  FRIDAY, 18 DEC 2015
ASIC has banned a former Macquarie Equities accredited derivatives adviser for market manipulation.

AFA winner highlights retirement fears

ALEX BURKE  |  THURSDAY, 17 DEC 2015
The Association of Financial Advisers' 2015 Adviser of the Year has said many of his clients are "afraid" of retirement, and not just because of financial concerns.

More CBA-aligned advisers under scrutiny

DARREN SNYDER  |  THURSDAY, 17 DEC 2015
Client files of an additional 17 advisers at Commonwealth Financial Planning (CFPL) and Financial Wisdom (FWL) are to be reviewed for potential inclusion in a compensation program.

Mercer LifetimePlus now on MPS platform

MARK SMITH  |  TUESDAY, 15 DEC 2015
Mercer's longevity risk solution for retirees, LifetimePlus, is now available on the Mercer Portfolio Services (MPS) retail platform.

ASIC spots PI insurance gaps

ALEX BURKE  |  TUESDAY, 15 DEC 2015
ASIC has completed its review of the professional indemnity insurance market for advisers in the eight months to June 2015.