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Financial Planning

Advisers add 3% returns for clients: Vanguard

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
Australian financial advisers can add about 3% in net returns for their clients by focusing on key wealth management topics such as asset allocation, behavioural coaching and cost-effective implementation.

Providers boost adviser access to managed accounts

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
Financial advisers' access to separately managed accounts (SMA) more than doubled in the past year which could open the floodgates to wider uptake of the structure, the latest Investment Trends report said.

Nationals pressure Treasury for RC into white collar crime

LAURA MILLAN  |  MONDAY, 23 FEB 2015
Nationals' Senator John Williams has given Treasury the suggested terms of reference for a Royal Commission into white collar crime.

NAB denies failing advice clients

ALEX BURKE  |  MONDAY, 23 FEB 2015
NAB Wealth has responded to media allegations of professional misconduct.

Assistant Treasurer to consult with financial advice stakeholders

ALEX BURKE  |  FRIDAY, 20 FEB 2015
Assistant Treasurer Josh Frydenberg has announced he will discuss issues pertaining to professional, standards within the financial services industry with all relevant "stakeholders" prior to making any policy decisions.

Law firm targets disgruntled advice clients using Twitter

LAURA MILLAN  |  FRIDAY, 20 FEB 2015
Legal firm Slater and Gordon is using Twitter to ask financial planning clients if they are satisfied with the advice that they have received, and encouraging them to "do something about it."

AMP boosts self-employed advice channel

LAURA MILLAN  |  THURSDAY, 19 FEB 2015
Adviser numbers at AMP's self-employed adviser channel Jigsaw Support Services were up 42.7% in 2014, while adviser numbers shrunk at Genesys and iPac.

Advice register more detailed than expected

LAURA MILLAN  |  WEDNESDAY, 18 FEB 2015
The Treasury's public register of financial advisers will be more detailed than it was expected, the regulations introduced by Assistant Treasurer Josh Frydenberg show.

Super only 35% of retirement nest egg

LAURA MILLAN  |  WEDNESDAY, 18 FEB 2015
Australians don't believe that superannuation will provide adequately for their retirement and expect that it will contribute a little more than one third of their retirement nest egg, ING Direct research revealed.

Grant Thornton appoints former KPMG principal

ALEX BURKE  |  WEDNESDAY, 18 FEB 2015
Accounting and financial advice group Grant Thornton has recruited Madeleine Mattera as national head of financial services and an audit and advisory partner.