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Financial Planning

Connect Brokers sets up Asian initiative

LAURA MILLAN  |  TUESDAY, 17 MAR 2015
Connect Financial Service Brokers has set up a specialist consultancy firm dedicated to connecting small and medium advice business owners with partnership opportunities in the Asia Pacific Region.

FEATURE: How ETFs are changing adviser asset allocation thinking

LAURA MILLAN, ALEX BURKE  |  MONDAY, 16 MAR 2015
By the end of 2014, ETFs were undisputedly one of the fastest growing investment products in Australia. Laura Millan and Alex Burke take a closer look at the next wave of ETFs and how they are jumpstarting a new conversation around asset allocation strategies.

Fiducian adds four advice practices to network

LAURA MILLAN  |  MONDAY, 16 MAR 2015
Fiducian Group has incorporated four financial planning businesses to its franchise network, with an aggregate of $81 million in funds under advice.

ASIC bans former Patersons adviser for life

ALEX BURKE  |  FRIDAY, 13 MAR 2015
The Australian Securities and Investments Commission (ASIC) has permanently banned a former Patersons Securities retail operations manager and financial adviser from practicing financial services.

AMP practice to pay $10,200 penalty

LAURA MILLAN  |  THURSDAY, 12 MAR 2015
A financial planning practice licensed under AMP-owned Charter Financial Planning has been fined with $10,200 for misleading advertising.

PROFILE: NAB head of wealth Andrew Hagger

LAURA MILLAN  |  THURSDAY, 12 MAR 2015
While the shortest distance between two points is a straight line, National Australia Bank (NAB) head of wealth Andrew Hagger preferred to take the long way. His journey from the quiet suburb of Adelaide Hills to Melbourne CBD stretched through over ...

CBA rolls out IRESS systems to all advice groups

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
Commonwealth Bank (CBA) has extended the use of its IRESS technology solutions to all of its financial planning groups.

CFP program attracts 700 students in one semester

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
The Financial Planning Association's (FPA) Certified Financial Planner (CFP) program has attracted 700 students this semester, following the rise in adviser education standards in most large dealer groups.

Spring lists on ASX

MARK SMITH  |  TUESDAY, 10 MAR 2015
Spring Financial Group has officially listed on the Australian Securities Exchange.

Advisers see regulated robo-advice opportunity

ALEX BURKE  |  TUESDAY, 10 MAR 2015
Two-thirds (68%) of financial advisers see automated advice software as an "opportunity", according to a Midwinter survey.