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Financial Planning

FEATURE: Understanding mFund

STAFF WRITER  |  WEDNESDAY, 4 FEB 2015
ASX's new mFund initiative is squarely aimed at removing hurdles and improving investors' diversification to boot.

Baby boomers should be wary of generic advice

ALEX BURKE  |  TUESDAY, 3 FEB 2015
The average baby boomer's financial plan is too generic and risky due to overexposure to growth assets, a Centre for International Finance and Regulation (CIFR) study has found.

When Japan is blah, the Eurozone is ugh and China is wow

MICHELLE BALTAZAR  |  TUESDAY, 3 FEB 2015
How much can a chief economist cover in 10 minutes? That was the mission handed to five top economic experts at the annual breakfast forum held in Sydney last Wednesday. The videos and presentations are now available to download on FSiTV.

Work harder to fight negative press: AFA

ALEX BURKE  |  FRIDAY, 30 JAN 2015
Advisers and associations need to do more to fight negative stereotypes about financial planning, argued Association of Financial Advisers (AFA) chief executive Brad Fox at a recent Value Alliance event in Sydney.

Industry insurance report to focus on advice remuneration model

LAURA MILLAN  |  FRIDAY, 30 JAN 2015
The final report by the Financial Services Council (FSC) and the Association of Financial Advisers (AFA) life insurance working group will largely focus on risk advisers' remuneration structures.

Separate risk advisers from other planners: Synchron

LAURA MILLAN  |  THURSDAY, 29 JAN 2015
A life insurance policy has more in common with car insurance policies than with an investment portfolio and therefore risk advisers should be kept separate from other financial planners, Synchron director Don Trapnell argued.

Gen Y saving habits reveal advice opportunity

MARK SMITH  |  WEDNESDAY, 28 JAN 2015
Generation Y is the market segment most likely to say it has saved more in the last 12 months, but also the group most likely to find dealing with money stressful, new research from Rabobank shows.

FPA deal with Cbus sparks super fund interest

LAURA MILLAN  |  TUESDAY, 27 JAN 2015
The Financial Planning Association (FPA) has received expressions of interest from several superannuation funds keen on striking referral deals similar to those signed with Cbus and Sunsuper.

Advisers help construction workers build their wealth

LAURA MILLAN  |  FRIDAY, 23 JAN 2015
The end of the mining boom has sparked the need for construction workers to seek financial advice to build their wealth, with a number of financial planning firms already targeting them.

AMP's Hillross crowns best advisers

LAURA MILLAN  |  THURSDAY, 22 JAN 2015
AMP-owned financial planning firm Hillross has handed out its Adviser of the Year, New Adviser of the Year and Firm of the Year awards at a ceremony this week.