Financial Planning

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Financial Planning

Clients prefer good reputation, knowledge over low fees

LAURA MILLAN | WEDNESDAY, 6 AUG 2014

Clients consider the financial adviser's good reputation and knowledge and expertise to be more important than low fees or even independence from large financial institutions.

Fortnum completes ANZ buy-out

ALICE URIBE | WEDNESDAY, 6 AUG 2014

Fortnum has become of Australia's largest independently-owned Australian Financial Services Licensees after completing a multi-million dollar deal to buy-out ANZ's 20% stake in the company.

Countplus' TFS increases equity in advice firm

STAFF WRITER | TUESDAY, 5 AUG 2014

Countplus-owned Total Financial Solutions (TFS) has brought a financial advice firm under its Australian financial services (AFS) license and has acquired equity on one of its practices.

Consumer awareness of vertical integration plummets

LAURA MILLAN | TUESDAY, 5 AUG 2014

The number of consumers unaware that their financial adviser works for a dealer group aligned with the big institutions has significantly increased over the past year.

Advice register talks focus on financial advice scope

LAURA MILLAN | MONDAY, 4 AUG 2014

At its first meeting last week, the government's industry committee on the proposed register of advisers focused what kind of financial advisers should be included.

Claims against advice arm have no factual basis: Macquarie

LAURA MILLAN | MONDAY, 4 AUG 2014

Macquarie Group has denied recent media reports claiming its advisers cheated on competency tests and exposed clients to high-risk investments, saying that it would refer the matter to the Australian Press Council (APC).

AFA Excellence in Education state winners announced

HARRY PAGE | FRIDAY, 1 AUG 2014

The state winners of the Association of Financial Advisers (AFA) 2014 Excellence in Education Award (the Award) were announced at the AFA July National Roadshow.

FEATURE: Guiding the way to aged care

LAURA MILLAN | FRIDAY, 1 AUG 2014

The new aged care reforms have brought in revised rules and more complex scenarios. Against this backdrop advisers will become even more necessary, particularly as more Australians consider their and their families' aged care needs, Laura Millan writes.

Better use of client information essential to adviser success

LAURA MILLAN | THURSDAY, 31 JUL 2014

Financial advisers have more information about their clients than almost any other industry and they should be using it to improve their service, netwealth executive director Matt Heine said.

Dying in social media: adviser's next big nightmare

LAURA MILLAN | THURSDAY, 31 JUL 2014

Clients' presence on several social media platforms, with multiple accounts and passwords, is set to become a nightmare for financial advisers specialising in estate planning, as they will be forced to deal with the person's digital footprint after their ...

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L1 Group sells Platinum's responsible entity to Equity Trustees

RIDDHIMA TALWANI

L1 Group has offloaded Platinum Investment Management Limited (PIML) to Equity Trustees (EQT), handing over the responsible entity (RE) role for the Platinum funds while keeping investment management in-house.

LGT poaches Koda Capital's top-rated adviser

RIDDHIMA TALWANI

LGT Wealth Management has poached Koda Capital's 2025 top-rated adviser and partner Frank Macindoe.

CareSuper rejigs beneficiary nominations, investment options

KARREN VERGARA

CareSuper has introduced several changes to its investment options and beneficiary nominations.

Fortnum pays $1.35m to settle ASIC lawsuit

MATTHEW WAI

Fortnum Private Wealth will pay a penalty of $1.35 million and ASIC's costs to resolve legal proceedings against the firm over a cyber governance matter which occurred between April 2021 and May 2023.

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Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

Chief executive

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Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

Global retirement strategist

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Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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Cliff Man

CHIEF EXECUTIVE OFFICER
ETF SHARES MANAGEMENT LTD

ETF Shares chief executive Cliff Man spent his career automating, building and challenging established systems. Now, he is betting that Australia's ETF market has room for something different. Vinny Vucago writes.

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