Financial Planning

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Financial Planning

Hillross social media growth plans

ELISE BURGESS | THURSDAY, 7 JUL 2011

Hillross Financial Services plans to build its adviser numbers through acquisitions, start ups and on boarding, adding double digit growth to its 115 firms with social media also to play a big role in promoting the planning brand.

Financial Planners want level playing field on commissions

ALISON BEVEGE | WEDNESDAY, 6 JUL 2011

Stockbrokers should be subject to the same rules on conflicted remuneration and commissions as the rest of the financial services industry and not seek special dispensation, financial planners have said.

Securitor signs up merged planning group

MATT WOODINGTON | TUESDAY, 5 JUL 2011

Minchin Moore Private Wealth, a six strong advisory team with $400 million in assets under management, has signed up to BT Financial Group's Securitor network.

OnePath arms planners with post FOFA program

MATT WOODINGTON | MONDAY, 4 JUL 2011

OnePath is aiming to help advisers adapt to life after FOFA with the launch of its FutureReady program, providing information updates and tools to help advice businesses implement fee for service.

Snowball Shadforth planning for a FOFA future

RACHEL DAVIS | FRIDAY, 1 JUL 2011

The merged entity of planning groups Snowball and Shadforth will be FOFA equipped and ready.

Minister faces down advisers over opt-in, risk

ALISON BEVEGE | TUESDAY, 28 JUN 2011

Financial Services Minister Bill Shorten yesterday faced financial advisers upset over two planks of the Future of Financial Advice reforms, answering questions but firmly rejecting criticisms.

Zenith targets dealer groups with investment solutions

MATT WOODINGTON | TUESDAY, 28 JUN 2011

Zenith Investment Partners has launched a new investment solutions division to offer fund selection and asset allocation advice to financial planners.

Company streamlines pension transfers from UK to Australia

ALISON BEVEGE | TUESDAY, 28 JUN 2011

A new company has harnessed cloud computing software to connect financial advisers to pensions experts in the UK to streamline the process of transferring UK pensions to Australia.

AMP looks to uni for future planners

ELISE BURGESS | TUESDAY, 28 JUN 2011

AMP is looking to university students to become the new generation of financial planners, mirroring the successful US program to attract new blood into the industry.

DKN agrees to support IOOF takeover

ALISON BEVEGE | MONDAY, 27 JUN 2011

Financial services provider DKN Financial Group has agreed to an increased takeover offer by IOOF Holdings, subject to independent valuation.

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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

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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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