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Financial Planning

AIOFP selects OneVue platform

ELISE BURGESS  |  TUESDAY, 20 MAR 2012
The Association of Independently Owned Financial Planners has selected the OneVue platform as a new private label solution for its members, with a focus on SMSFs.

Co-contrib changes need advice strategy update

ELISE BURGESS  |  MONDAY, 19 MAR 2012
IOOF has cautioned advisers to prepare for the proposed reduction of the co-contribution matching rate from July 1, potentially impacting on a popular strategy for low income clients.

Gold Coast adviser faces criminal charges

CLAIRE MCGREAL  |  THURSDAY, 15 MAR 2012
A banned Gold Coast adviser is now facing criminal charges, accused of providing advice without reasonable basis and making false and misleading statements.

Mandatory FOFA start date confirmed for July 2013

CLAIRE MCGREAL  |  THURSDAY, 15 MAR 2012
The financial services industry has been given another year to implement the FOFA reforms, with the mandatory industry wide start date confirmed as July 1, 2013.

Take advantage of current concessional caps: OnePath

CLAIRE MCGREAL  |  WEDNESDAY, 14 MAR 2012
Advisers should urge their clients to take advantage of current super concessional caps, with legislative uncertainty surrounding contribution limits for the over 50s from July 1.

PIMCO lands OnePath advice mandate

ELISE BURGESS  |  WEDNESDAY, 14 MAR 2012
PIMCO will broaden its distribution capabilities to planners at the four ANZ-aligned dealer groups after being appointed to manage OnePath's fixed income portfolio.

Genetics not education drives investor behaviour

ALEX DUNNIN  |  WEDNESDAY, 14 MAR 2012
Genetic predisposition rather than lack of knowledge or financial education is the biggest hurdle confronting super fund trustees, wealth managers and financial advisers trying to help fund members and investors make better investment decisions, reveals ...

Sentry advisers' new referral opps

ELISE BURGESS  |  TUESDAY, 13 MAR 2012
Sentry Group Advice life risk advisers will soon have access to referral opportunities after signing up to a new real estate referral process.

YBR continues aggressive expansion

MELANIE TIMBRELL  |  MONDAY, 12 MAR 2012
Wealth management company Yellow Brick Road has confirmed an increase of 112% in branch-generated revenue to $3.12 million on the back of signing approximately 35 new branches over the past six months.

AFA urges Independents to help change FOFA

CLAIRE MCGREAL  |  THURSDAY, 8 MAR 2012
The Association of Financial Advisers has written to Independents and other MPs urging their support to change certain elements of the planned FOFA legislation.