Financial Planning

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Financial Planning

Signature scam adviser banned for life: ASIC

ALISON BEVEGE | FRIDAY, 27 MAY 2011

A financial adviser who allegedly used a scanned copy of his 72-year-old client's signature to misappropriate $1.5 million in shares is facing a life ban from ASIC and court action.

Tower, Praemium tackle new frontier

ELISE BURGESS | FRIDAY, 27 MAY 2011

Life insurer, Tower Australia, has taken a first step after the proposed FOFA banning of commissions on risk products. The insurance giant has joined with online financial portfolio administrator, Praemium which will give Tower access to its 200 planner ...

Merged planning groups plot Snowball effect

MATT WOODINGTON | THURSDAY, 26 MAY 2011

Snowball Group and Shadforth Financial Group are driving the consolidation agenda with their merger which came about largely thanks to the matchmaking skills of financial planning industry stalwart John Godfrey.

Oakeshott won't back FOFA

ALEX DUNNIN | THURSDAY, 26 MAY 2011

Independent and Lower House balance MP Rob Oakeshott has told reporters that he won't back the FOFA opt-in reforms; raising doubts whether the whole advice reform package will make it past its first parliamentary hurdle.

Advisers hampered by conflicted platforms

ALISON BEVEGE | WEDNESDAY, 25 MAY 2011

Advisers signed up on big institutional platforms are compromising their first duty to their client, independent advisers have said.

Thirst for financial literacy on view

ALISON BEVEGE | WEDNESDAY, 25 MAY 2011

More than 250,000 people have gone to the Government's MoneySmart financial literacy website since it was launched in March, showing a strong appetite among consumers for more information about their money, the Federal Government said today.

Online SMSF training centre opens for trustees, advisers

ALISON BEVEGE | WEDNESDAY, 25 MAY 2011

A new training centre for self-managed super fund trustees and financial advisers was launched yesterday, providing a much-needed resource for the burgeoning SMSF industry.

Fraud adviser banned for life

ALISON BEVEGE | MONDAY, 23 MAY 2011

Financial adviser Robert Owen Bean has been banned for life for stealing more than $3 million from his clients over seven years, some of which he used for his own personal benefit, ASIC said today.

Free advice sparks Financial Planning Week

ALISON BEVEGE | MONDAY, 23 MAY 2011

Financial Planning Week kicks off today with six weeks of free online financial advice for consumers organised by the Financial Planning Association.

FIA growth leads to Licensee Select

ELISE BURGESS | MONDAY, 23 MAY 2011

Financial Index Australia (FIA) has moved in-house services to BT Financial Group's Licensee Select for its licensee solutions, citing strong growth for the outsourcing.

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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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