Financial Planning

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Financial Planning

Advisers expect profits to climb 10pc despite FOFA

ELISE BURGESS | MONDAY, 25 JUL 2011

Advisers expect profits to climb by 10% in the next financial year with optimism within the industry at record high levels, despite talk of regulatory doom and gloom plaguing its future.

New tool launched to gear SMSFs into property

ALISON BEVEGE | FRIDAY, 22 JUL 2011

Self-managed super administration provider Multiport has launched a new package to help SMSF trustees gear property into SMSFs and invited financial planners to a roundtable discussion debating the merits of property in super.

AMP embeds AXA management into new structure

MATT WOODINGTON | FRIDAY, 22 JUL 2011

AMP again vowed to put quality financial advice at its heart after establishing a new eight division business structure for AMP Financial Services.

North platform lands new head in AMP restructure

ELISE BURGESS | FRIDAY, 22 JUL 2011

Rob Caprioli has been named as the new head of AMP banking and wealth management products, including responsibility for the North platform.

Advisers demand platform opt-in support

ELISE BURGESS | THURSDAY, 21 JUL 2011

Independent and bank-aligned financial advisers want platform costs to be lowered and have high expecations of support from providers once opt-in reforms are implemented, an industry survey has found.

Older people seek more financial advice

ALISON BEVEGE | WEDNESDAY, 20 JUL 2011

Wealthy older men are the biggest consumers of financial advice and are far more likely to use a planner than those under age 34, or women, latest figures show.

Growing SMA use hits education barrier

ALISON BEVEGE | TUESDAY, 19 JUL 2011

Financial advisers are gradually increasing their use of separately managed accounts, with education forming a barrier to widespread uptake of the structure, new research has found.

JB Global submits to independent review

ALISON BEVEGE | TUESDAY, 19 JUL 2011

Investment services firm JB Global will submit to an independent review of 100 personal advice files after the Australian Securities and Investment Commission imposed new licence conditions on the company.

Yellow Brick Road seals deal with Nine

ALISON BEVEGE | MONDAY, 18 JUL 2011

Wealth management firm Yellow Brick Road will be promoted on television by the Nine Network at discounted rates after the media group formalised its purchase of 19.9% of the company today.

AMP scales advice for affordability

ELISE BURGESS | MONDAY, 18 JUL 2011

AMP has announced a new scalable advice model aimed at creating an affordable product to attract investors who would normally bypass advisers.

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MLC AM targets EM strategy with fresh mandate

MATTHEW WAI

MLC Asset Management has selected a global investment manager to leverage its 16-year-old emerging markets strategy.

Digital assets on the right path: Industry

MATTHEW WAI

Digital asset providers have evaluated the October deadline and ASIC's consultation on the looming digital asset laws and determined that these developments mark a pivotal point on the sector's implementation journey.

NCAs unlikely to solve retirement advice gap: HUB24, CFS

RIDDHIMA TALWANI

HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.

AustralianSuper rolls out new investment data platform

VINNY VUCAGO

AustralianSuper has implemented a new investment data platform designed to improve portfolio oversight, risk management and decision-making as the superannuation fund expands its global operations.

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Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

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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

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Does association membership still matter?

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David Sharpe

CHAIRMAN
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A family man, business owner, cricket fanatic and financial adviser, David Sharpe has many facets. One of his biggest legacies, as he steps down as chair of the Financial Advice Association Australia, is leaving the profession stronger than he found it.

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