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Financial Planning

Former Bell Potter adviser sentenced to 5 years jail

LAURA MILLAN  |  THURSDAY, 23 MAY 2013
A former Bell Potter Securities adviser has been sentenced in to five years jail with a non-parole period of three years and nine months for fraudulent conduct that cost investors more than $1.6 million.

BT upgrades Asgard and BT Wrap ahead of FoFA

STAFF WRITER  |  WEDNESDAY, 22 MAY 2013
BT Financial Group has updated its Wrap Desktop and AdviserNET to assist advisers prepare for their Future of Financial Advice (FoFA) obligations.

McLean Delmo comes under Bentleys umbrella

JAMES FERNYHOUGH  |  WEDNESDAY, 22 MAY 2013
Melbourne accountancy firm McLean Delmo has joined national accounting group Bentleys network of independent firms.

Tyndall Aus Bond fund added to North platform

MARK SMITH  |  TUESDAY, 21 MAY 2013
The Tyndall Australian Bond fund has been added to AMP's North platform.

LGBT wealth management market worth $3trn

MARK SMITH  |  TUESDAY, 21 MAY 2013
The Lesbian, Gay, Bisexual and Transgender (LGBT) community represents a multi-trillion dollar opportunity for wealth managers and advisers, according to estimates from advisers specialising in the area.

PIPA suspends Money Choice director

JAMES FERNYHOUGH  |  MONDAY, 20 MAY 2013
Property Investment Professionals of Australia (PIPA) has suspended Money Choice director Matthew George after it was found he had failed to comply with credit laws.

Technology drives US client adviser loyalty

ALEX DUNNIN  |  MONDAY, 20 MAY 2013
Most advice clients are much more loyal to their advisers than the firm they represent, and the way highly regarded advisers use technology is a major driver of this loyalty, reveals a US study.

Planner numbers drop on FoFA changes

ALICE URIBE  |  FRIDAY, 17 MAY 2013
Overall numbers of financial planners have dropped by 2% from a 2012 high point of 18,545 in 2012 according to recent Rainmaker research.

Enshrinement of "financial planner" closer to becoming law

MARK SMITH  |  THURSDAY, 16 MAY 2013
The terms "financial planner" and "financial adviser" took a step closer to being enshrined in law after a Parliamentary Joint Committee (PJC) was asked to provide a report on the issue.

Advice proposition props up mortgage broker market share

MARK SMITH  |  THURSDAY, 16 MAY 2013
A focus on providing customers with tailored advice has helped the mortgage broking industry retain its market share in the face of strong competition from the lending market, according to Mortgage & Finance Association of Australia (MFAA) chief executive ...