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Financial Planning

CFS reveals retirement income strategy

LAURA MILLAN  |  MONDAY, 4 MAY 2015
Colonial First State (CFS) will make annuities available through its First Choice and First Wrap platforms later this year as part of a broader strategy to allow advisers to build retirement portfolios for clients.

Advisers need to educate

ALEX BURKE  |  FRIDAY, 1 MAY 2015
Speaking at the XY Adviser Event in Sydney, Association of Financial Advisers 2014 adviser of the year Eleanor Dartnall explained that client education leads to client retention.

OneVue announces management, strategy changes

ALEX BURKE  |  FRIDAY, 1 MAY 2015
OneVue has announced changes in its management team, custodial arrangements and digital strategy in its March quarter update.

Fee-only risk advice doable, research shows

LAURA MILLAN  |  FRIDAY, 1 MAY 2015
Removing insurance commissions altogether is not just possible, 11% of advisers are already doing it, research by Elixir Consulting found.

Young investors happier with advisers

DARREN SNYDER  |  FRIDAY, 1 MAY 2015
Younger investors' perception of financial advisers is generally positive and improving, according to a recent survey commissioned by Lifeplan.

Wealthsure to cancel AFS licence

LAURA MILLAN  |  FRIDAY, 1 MAY 2015
Wealthsure Group will request for its Australian Financial Services (AFS) licence to be cancelled, following the acquisition by Sentry Group.

ASIC bans incompetent adviser

MARK SMITH  |  THURSDAY, 30 APR 2015
ASIC has banned a Sydney-based adviser for three years for failing to keep records.

Frydenberg to decide on advice standards in June

LAURA MILLAN  |  THURSDAY, 30 APR 2015
Assistant Treasurer Josh Frydenberg is expected to release a final document outlining the measures to improve professional standards for financial advisers at the end of June.

Adviser reputation hits all-time low

LAURA MILLAN  |  WEDNESDAY, 29 APR 2015
The public image of the financial advice profession is at a historic low, according to the latest Roy Morgan Image of Professions Survey 2015.

Cloud-based research platform launched

DARREN SNYDER  |  WEDNESDAY, 29 APR 2015
A cloud-based platform aiming to provide a single space for buy-side firms to manage their research while delivering them content from research providers was launched recently.