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Financial Planning

SSFS rebrands, launches digital advice

ALEX BURKE  |  FRIDAY, 16 OCT 2015
State Super Financial Services has rebranded and unveiled its new digital advice channel.

ASIC bans former Westpac-aligned adviser

ALEX BURKE  |  FRIDAY, 16 OCT 2015
ASIC has permanently banned an adviser formerly with a Westpac-aligned licensee.

Lift-off off

BENJAMIN ONG  |  FRIDAY, 16 OCT 2015
For sure and for certain the Fed will have to lift some time, what is uncertain is when.

New website gives advisers company ESG ratings

MARK SMITH  |  THURSDAY, 15 OCT 2015
CAER has launched a new website that allows financial advisers to view the researcher's environmental, social land governance ratings for more than 300 Australian and New Zealand companies at the click of a button.

WBC rate lift pressures RBA rate cut

BENJAMIN ONG  |  THURSDAY, 15 OCT 2015
Financial markets are now pricing a 57% 25 basis point snip in the official cash rate at the RBA's November meeting, up from less than 40% before WBC's announcement. Citi is 100% sure of a rate cut by February next year.

CFAs told ASIC is for the consumer

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
Australian Securities and Investments Commission (ASIC) chairman Greg Medcraft said the regulator has a significant number of individual surveillances underway at the big four banks, Macquarie and AMP.

Use of bank-aligned advisers in decline

LAURA MILLAN  |  WEDNESDAY, 14 OCT 2015
Consumer demand to deal with banks through their aligned financial planners is going down and it is being replaced by the internet.

FPA helps advisers with life insurance

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
The Financial Planning Association of Australia (FPA) has launched a guide helping its members identify and address common omissions and errors in providing life insurance advice.

Big trouble in big China

BENJAMIN ONG  |  WEDNESDAY, 14 OCT 2015
We're certainly in terrible trouble now. It couldn't be your normal garden variety profit-taking, pocketing some of last week's cream off the top, simple portfolio rebalancing, or a mere random walk. No siree! There's big trouble in big China and it'll ...

Inflation expectations says no

BENJAMIN ONG  |  TUESDAY, 13 OCT 2015
While the Fed and the markets appear to be focused on the one-half of their twin mandate, jobs - the latest slowing of which caused the latest betting that a lift-off is off the table this year - it's doing better than the other half, that is on inflation.