Financial Planning

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Financial Planning

Planners chance to get involved

ALISON BEVEGE | MONDAY, 23 MAY 2011

The Financial Planning Association has opened its entire committee structure up to members so they can get involved.

SPAA warns on year-end pitfalls

MATT WOODINGTON | MONDAY, 23 MAY 2011

With the end of financial year looming large, the Self Managed Superannuation Fund Professionals' Association of Australia (SPAA) has issued a series of tax tips for advisers and investors.

FPA urge Treasury to revise legis

ELISE BURGESS | FRIDAY, 20 MAY 2011

The Financial Planning Association (FPA) has come out in support of the banning of volume-based payments but warn that if its proceeds as currently set, it will be the end of pure platforms.

Count, NAB targets SMSFs through SPAA

ELISE BURGESS | FRIDAY, 20 MAY 2011

Major planning dealer groups including Count Financial and NAB Financial Planning are now targeting SMSF trustees through a newly-launched membership process by Self-managed super fund professionals association of Australia (SPAA).

Planners risk trouble opposing FOFA

ALISON BEVEGE | FRIDAY, 20 MAY 2011

Financial planners are shooting themselves in the foot by seeking to sink key elements of the Future of Financial Advice reforms, the Industry Super Fund Network has said.

Advisers aim for independents over FOFA

ALISON BEVEGE | THURSDAY, 19 MAY 2011

Financial planners on the warpath over Future of Financial Advice (FOFA) reforms were given a crash course in political lobbying today by Shadow Minister for Financial Services Senator Mathias Cormann, who told them to target the independents.

Planners eye SMSF property

MATT WOODINGTON | THURSDAY, 19 MAY 2011

Industry associations support the trend of real estate firms and financial planners teaming up to target self managed super funds but remain wary of the pitfalls.

AFA targets online ad campaign

ALEX DUNNIN | THURSDAY, 19 MAY 2011

The advice industry's latest advertising campaign to be to run by the Association of Financial Advisers will use a highly targeted online strategy rather than be designed to go head to head with the industry funds on national television.

Adviser poaching just "noise": AMP

ELISE BURGESS | WEDNESDAY, 18 MAY 2011

AMP refutes claims that its and AXA's advisers are being poached, instead anticipating competition from dealer groups once the merger is complete and even predicting that some advisers may come their way.

Merged planning group to meet new client needs

MATT WOODINGTON | WEDNESDAY, 18 MAY 2011

Three AMP accredited financial planning firms have combined to form a national business, Eluvia, providing a more complex suite of advice to SME and individual clients.

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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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