Financial Planning

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Financial Planning

Industry brawl erupts over super network ads

ALISON BEVEGE | FRIDAY, 15 JUL 2011

Financial service industry feuds erupted again today as the Financial Planning Association fired a shot across the bow of the Industry Super Network over an advertising campaign that it believes harms financial planners.

Cost of living outpacing retirement incomes

ELISE BURGESS | FRIDAY, 15 JUL 2011

Retirement incomes need to grow by $600 per year to comfortably keep pace with rising costs of living, new figures have confirmed.

Big six use advisers for sales while clients confused on independence

ALISON BEVEGE | THURSDAY, 14 JUL 2011

Financial advisers aligned to major wealth-management firms are continuing to direct the majority of the funds they establish to their parent fund manager, a study released today by Roy Morgan Research has found.

SMSF trustees are looking for mentors

ALISON BEVEGE | THURSDAY, 14 JUL 2011

Financial advisers need to ditch traditional advice models and become mentors to succeed in the self-managed superannuation market, an industry expert told the 17th Annual Rainmaker Sales and Marketing Symposium yesterday.

SMSF industry responsibility

ELISE BURGESS | WEDNESDAY, 13 JUL 2011

Forget industry funds, it's the looming self-managed super funds dilemma that needs attention, according to a speaker at the 17th Annual Rainmaker Sales and Marketing Symposium today.

Hillross acquires $2.2 billion planning group

MATT WOODINGTON | WEDNESDAY, 13 JUL 2011

AMP affiliated planning group Hillross Financial Services has agreed to acquire IRIS Financial Group, winning a competitive process that attracted eight first round offers and saw four parties conduct due diligence.

Asteron takes on CFS FirstChoice risk offering

ELISE BURGESS | TUESDAY, 12 JUL 2011

Life risk advice provider, Asteron, has stepped up its relationship with Colonial First State, partnering with the FirstChoice platform to bring additional insurance options to its advisers.

Planning group Genesys signs research deal with van Eyk

ALISON BEVEGE | TUESDAY, 12 JUL 2011

Financial planning dealer group Genesys Wealth Advisers has signed up for a further two years with research house van Eyk.

Carbon tax ready companies to produce profits

ELISE BURGESS | MONDAY, 11 JUL 2011

The renewable energy market is already posting gains on the share market since the carbon tax announcement with Ceramic Fuel Cells and Carnegie Wave Energy up around 15% and 20%, respectively, above Friday's closing price while Geodynamics is up 25% ...

Advisory firm directors may challenge ASIC ban

ALISON BEVEGE | THURSDAY, 7 JUL 2011

Two Seagrims directors are considering a legal challenge to a three-year ASIC ban imposed after clients lost money in funds associated with the Trio Capital superannuation fund fraud.

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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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