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Financial Planning

Advisers turning to annuities for longevity risk

ALEX BURKE  |  MONDAY, 13 APR 2015
An increasing number of financial advisers are recommending annuities to address growing concerns about longevity risk, according to Investment Trends' December 2014 Retirement Planner Report.

Adviser wins Masters course

DARREN SNYDER  |  MONDAY, 13 APR 2015
A willingness to identify who would make good financial advisers and business leaders, alongside other industry desires, saw Anne-Marie Humphries awarded a Masters in Financial Planning course recently.

Managed account FUM exceeds $13bn

MARK SMITH  |  FRIDAY, 10 APR 2015
The total funds held in managed account services now exceed $13 billion, according to the Institute of Managed Account Providers (IMAP), which has published a report on the findings.

Go-it-alone investment culture taking hold in Europe

MARK SMITH  |  THURSDAY, 9 APR 2015
Direct-to-consumer retail distribution via platforms is on the rise in the UK and the rest of Europe looks set to follow, according to new research by global analytics firm Cerulli.

We don't need financial advice: Gen Y

DARREN SNYDER  |  THURSDAY, 9 APR 2015
More than 80% of university educated, well paid Generation Y professionals don't think they need financial advice according to a recent study by KPMG.

Perpetual partners The Fold to help accountants

MARK SMITH  |  TUESDAY, 7 APR 2015
Perpetual Private has announced a new partnership program for independent accountants.

Rice Warner chief supports commissions cap

ALEX BURKE  |  THURSDAY, 2 APR 2015
Rice Warner chief executive Michael Rice said the commission structure proposed in the Trowbridge Report is a "necessary improvement".

ClearView predicts end of independent financial advice

ALEX BURKE  |  WEDNESDAY, 1 APR 2015
The recommended restrictions and levelling of commission levels and upfront payments in the FSI and Trowbridge reports could drive independent advisers completely out of business, according to ClearView's FSI submission.

ASIC launches planner register

ALEX BURKE  |  TUESDAY, 31 MAR 2015
ASIC has launched its Financial Advisers Register service, which allows consumers to search an industry-wide database of financial planners.

BOQ provides exclusive banking solution to AFA members

ALEX BURKE  |  TUESDAY, 31 MAR 2015
Bank of Queensland subsidiary BOQ Specialist has partnered with the Association of Financial Advisers to deliver a bespoke banking service to members.