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Financial Planning

Former Madison FG adviser banned

ALEX BURKE  |  TUESDAY, 8 SEP 2015
ASIC has banned a former Madison Financial Group adviser for five-and-a-half years.

FIIG offers Apple bonds

MARK SMITH  |  TUESDAY, 8 SEP 2015
Fixed income specialist FIIG Securities has added Apple bonds to its DirectBonds Service, giving private investors, SMSFs and clients of financial planners their first chance to access the bonds.

Zurich launches planner client survey tool

ALEX BURKE  |  TUESDAY, 8 SEP 2015
Zurich has launched Wealth Index, a client-facing survey tool part of its robo-advice offering.

Be heard: 2015 Managed Accounts Survey for Financial Advisers, $300 Myer gift voucher

MICHELLE BALTAZAR  |  TUESDAY, 8 SEP 2015
Financial Standard is inviting financial advisers and investment specialists to participate in its second annual survey on managed accounts usage in Australia.

New SMSFs slowing as boomers retire

ALEX BURKE  |  MONDAY, 7 SEP 2015
Net establishments of new self-managed super funds have steadily declined since mid-2014, according to ATO and APRA data.

Affinia announces adviser award winners

ALEX BURKE  |  FRIDAY, 4 SEP 2015
TAL-aligned dealer group Affinia has announced the winners of its 2015 Adviser Awards.

ANZ restructures advice licensees

LAURA MILLAN  |  FRIDAY, 4 SEP 2015
ANZ will bring together the management teams of two of its financial planning licensees and as a result Millennium3 chief executive Richard Klipin will step down from his role.

Super law changes "political suicide"

ALEX BURKE  |  FRIDAY, 4 SEP 2015
Increased member engagement with superannuation is a double-edged sword, with any changes to the system now considered "political suicide," according to former AMP senior executive - research and technical Rob Thomas.

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
Given the explosion of interest in managed accounts, you might expect the sector to be a lot bigger than current estimates. Alex Burke investigates whether it actually is.

Adviser linked to Spring FG banned for document forgery

LAURA MILLAN  |  THURSDAY, 3 SEP 2015
A financial adviser has been permanently banned from the industry for falsifying Westpac finance letters to get more commissions.