Financial Planning

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Financial Planning

Advisers missing retirement planning bonanza

ALEX DUNNIN | MONDAY, 27 JUN 2011

Only one-third of people with superannuation have begun preparing for their eventual retirement, and most of those are pre-retirees anyway, reveals new research from Roy Morgan.

Bendigo Wealth expands, restructures with seven senior appointments

ALISON BEVEGE | FRIDAY, 24 JUN 2011

Bendigo Wealth has restructured to prepare for the future of financial advice reforms with a raft of new appointments and new products on the way.

Mentoring opportunity for women in finance

ELISE BURGESS | FRIDAY, 24 JUN 2011

A mentoring program has been launched for women working in finance. The program is designed to help attract more women to the industry and tackle issues surrounding the shortage of women on company boards and in senior roles.

AFA meets Independents, Greens, Shorten adviser

ELISE BURGESS | FRIDAY, 24 JUN 2011

The Association of Financial Advisers (AFA) has met with the key independent MPs, the Greens and the adviser to the Minister for Financial Services and Superannuation, Bill Shorten, to discuss reforms for the advice industry.

Noall & Co head wins risk planning award

MATT WOODINGTON | TUESDAY, 21 JUN 2011

The AFA's NSW/ACT state director Marc Bineham has won the Risk Adviser of the Year award from Professional Investment Services (PIS).

Count says advisers worried about IOOF offer

ALISON BEVEGE | MONDAY, 20 JUN 2011

Independent financial advisers may have an issue with institutional ownership under the proposed IOOF takeover of DKN Financial Group, a major shareholder of the takeover target said today.

Paragem secures new planning licensee

MATT WOODINGTON | MONDAY, 20 JUN 2011

Boutique financial advisory practice PWK Private Wealth Advisers has joined the Paragem Wholesale Australian Financial Services Licence (AFSL), taking the dealer group's total assets under advice to $1.3 billion.

MLC deals first blow in planning recruitment drive

MATT WOODINGTON | FRIDAY, 17 JUN 2011

MLC said that it hopes to add "many more" financial advisers to its ranks after Haywood Financial Management & Partners agreed to join one of its dealer groups after quitting AXA.

NAB sued over financial advice

ALISON BEVEGE | FRIDAY, 17 JUN 2011

The National Australia Bank is being sued after a financial planner allegedly told a couple to invest more than half of their portfolio in two European property trusts, losing them more than a million dollars.

WA planning firm wins business award

ELISE BURGESS | FRIDAY, 17 JUN 2011

Western Australia planning firm, Addwealth, has won one of ten awards as part of the ninth annual WA Business News Rising Star Awards.

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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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