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Financial Planning

Confused and confounded

BENJAMIN ONG  |  MONDAY, 28 SEP 2015
This week brings us data that directly answers the Fed's success or otherwise to its dual mandate - full employment and stable prices.

Aussie fintechs sell to grow

DARREN SNYDER  |  FRIDAY, 25 SEP 2015
More than 30 Australian and New Zealand financial technology start-ups have put their case forward as to how they can progress the digital expansion of financial services.

AZ NGA hits $1 billion AUM after latest acquisition

ALEX BURKE  |  FRIDAY, 25 SEP 2015
AZ Next Generation Advisory (AZ NGA) has acquired a 51% ownership stake in Financial Lifestyle Partners (FLP), bringing the firm's total assets under management to $1 billion.

Fed will lift later this year if...

BENJAMIN ONG  |  FRIDAY, 25 SEP 2015
"Most FOMC participants, including myself, currently anticipate that achieving these conditions will likely entail an initial increase in the federal funds rate later this year, followed by a gradual pace of tightening thereafter. But if the economy ...

Midwinter gives Dover discount digital advice

STAFF WRITER  |  THURSDAY, 24 SEP 2015
Midwinter has partnered with Dover Financial Advisers to offer competitive pricing for AdviceOS, its digital advice platform.

AMP offers Adviser Academy course via Griffith

ALEX BURKE  |  THURSDAY, 24 SEP 2015
AMP has redesigned its Horizons adviser education program and is now offering its Adviser Academy course through Griffith University.

Are Australians money dumb about savings?

DARREN SNYDER  |  THURSDAY, 24 SEP 2015
The continuing message for Australians to seek financial advice on their savings, be it retirement or otherwise, could not be more clear.

Robots can't read your dreams, advice firm warns

LAURA MILLAN  |  WEDNESDAY, 23 SEP 2015
Robo-advice is potentially damaging for the advice sector, as it's hard to replace a human's ability to discuss a client's dreams and aspirations, an advice group has said.

NAB Prosper launches next month

DARREN SNYDER  |  MONDAY, 21 SEP 2015
It won't matter if you're 22 or 55-years-old, National Australia Bank believes its new digital advice service will be a tool that addresses a conundrum across its customer base.

Not happy Jan

BENJAMIN ONG  |  MONDAY, 21 SEP 2015
The problem with this is that it creates a problem for other central bankers such as the Reserve Bank of Australia (RBA) but more pointedly for the Bank of Japan (BOJ) and the European Central Bank (ECB).