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Financial Planning

Macquarie adviser forged signatures, lied to clients

LAURA MILLAN  |  FRIDAY, 7 AUG 2015
An authorised representative of Macquarie Equities Limited (MEL) has been banned for six years after the regulator found that he forged client documents.

Long term super fund returns approach record levels

STAFF WRITER  |  FRIDAY, 7 AUG 2015
SelectingSuper has released its final MySuper performance index for 2014/15 confirming that while fund returns dipped below double digit to 9.5% due the 4% fall in equity markets in June, three and five year returns are approaching record high levels.

Rethinking robo regulation

MARK SMITH  |  THURSDAY, 6 AUG 2015
The current legal and regulatory environment is not equipped to deal with potential issues arising from robo advice.

Apogee partners with CoreData to improve client experience

ALEX BURKE  |  THURSDAY, 6 AUG 2015
NAB-aligned licensee Apogee Financial Planning has partnered with CoreData to survey client experience across all of its advice practices, new general manager Brendan Johnson said.

Independent advice licensee under ASIC radar

LAURA MILLAN  |  THURSDAY, 6 AUG 2015
A Queensland advice group has seen its Australian financial services licence questioned by the Australian Securities and Investments Commission (ASIC).

Advice licensee uses tech to bypass paraplanning

DARREN SNYDER  |  THURSDAY, 6 AUG 2015
State Super Financial Services (SSFS) has partnered with a technology provider to add efficiency to the advice process and bypass paraplanning completely.

AdviserLogic enlists Rice Warner for RiskLogic upgrade

STAFF WRITER  |  WEDNESDAY, 5 AUG 2015
AdviserLogic has partnered with Rice Warner to upgrade RiskLogic, its insurance quoting and comparison service.

Advisers looking to offer MDA services

STAFF WRITER  |  TUESDAY, 4 AUG 2015
Managed discretionary account (MDA) operator Managed Account Holdings Limited (MGP) has noted a significant increase in the MDA structure from advice firms.

Capstone/BGL to deliver online AFSL authorisation

ALEX BURKE  |  TUESDAY, 4 AUG 2015
Capstone Financial Planning and SMSF administration services provider BGL are partnering to deliver online Australian Financial Services Licence authorisation to accountants.

FPA awards open to submissions

ALEX BURKE  |  MONDAY, 3 AUG 2015
The Financial Planning Association of Australia (FPA) has opened its 2015 awards to submissions.