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Financial Planning

AMP trials tech-based advice solution

MARK SMITH  |  MONDAY, 12 OCT 2015
AMP is trialling a new advice solution which makes use of new technology to improve the customer experience.

Reversal of fortunes

BENJAMIN ONG  |  MONDAY, 12 OCT 2015
Financial markets are reversing their third quarter reversal because speculations are now mounting not over when the Fed would start lift-off, but over whether it should start stimulating once more.

Household is the future of advice

ALEX BURKE  |  FRIDAY, 9 OCT 2015
The future of financial advice will work at the household or family level, according to SS&C head of Australia and New Zealand Nadine Moore.

NIRP before lift-off?

BENJAMIN ONG  |  FRIDAY, 9 OCT 2015
"I don't see raising the target range for the fed-funds rate above its current low level in 2015 or 2016 as being consistent with the pursuit of the kind of labor market outcomes that we are charged with delivering."

Myonlineadvisers teams up with US robo firm

MARK SMITH  |  THURSDAY, 8 OCT 2015
American portfolio crash-testing company, RiXtrema, has announced signing an exclusivity agreement and memorandum of understanding with wealth management firm myonlineadvisers.

CBA publicly welcomes former staff bans

MARK SMITH  |  THURSDAY, 8 OCT 2015
The Commonwealth Bank has publicly welcomed the Australian Securities and Investment Commission's (ASIC) decision to ban former CFPL financial planners, Sharnie Kent and Stuart Jamieson.

Don't flood managed accounts with excess investment options: advisers

ALEX BURKE  |  THURSDAY, 8 OCT 2015
Tailored investment solutions are more important to advisers using managed accounts than excessively wide ranges of investment choices, according to Rainmaker research.

GFC drove advisers to managed accounts

ALEX BURKE  |  THURSDAY, 8 OCT 2015
The GFC was a defining chapter in the growth of managed accounts, according to panelists at the 2015 Financial Standard Best Practice Managed Accounts Forum.

Holding pattern

BENJAMIN ONG  |  THURSDAY, 8 OCT 2015
Both the RBA and the BOJ have sanguine and positive views on their domestic economies.

YBR robo-advice to make Celebrity Apprentice debut

STAFF WRITER  |  WEDNESDAY, 7 OCT 2015
Yellow Brick Road's robo-advice tool, Guru, will be launched to the public via a Celebrity Apprentice Australia challenge.