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Financial Planning

Cavendish, Super Concepts sign with SMARTwrap

ELISE BURGESS  |  THURSDAY, 7 APR 2011
Cavendish Superannuation and Super Concepts have agreed to be the default administration providers for a SMARTwrap offering for self-managed superannuation funds (SMSF).

ASIC call to improve planner education

ELISE BURGESS  |  WEDNESDAY, 6 APR 2011
Financial planners may have to undergo a new training and assessment framework, which includes certification exams and update reviews every three years, if latest proposals from the financial services regulator go ahead..

Researchers sharpen ETF focus

MATT WOODINGTON  |  WEDNESDAY, 6 APR 2011
Research firms are putting more resources into rating ETFs as more financial advisers and dealer group shift more of their clients' funds into ETFs and away from comparable unitised and unlisted products.

AFA prep advisers for FOFA

MICHELLE BALTAZAR  |  TUESDAY, 5 APR 2011
The Association of Financial Advisers (AFA) has prepared a handy member's guide to the Future of Financial Advice (FoFA) reforms, complete with details on AFA's stance on the proposed changes.

FirstChoice launches nine new options

ALISON BEVEGE  |  TUESDAY, 5 APR 2011
Colonial First State has added nine new options to its FirstChoice platform giving clients access to emerging markets and global agriculture, property and shares.

Investors gearing up again

MATT WOODINGTON  |  MONDAY, 4 APR 2011
Financial advisers are increasingly on the lookout for new "stress-free" ways to introduce gearing to investor portfolios, according to Westpac Institutional Bank.

Mental health an insurance issue

ALISON BEVEGE  |  MONDAY, 4 APR 2011
Less than half of financial planners polled in a recent survey saw clients with a history of mental illness gain access to income protection insurance, AMP said today.

Financial planners crushed by rigid ATO

ALISON BEVEGE  |  MONDAY, 4 APR 2011
Rigid contribution cap rules with no ability to amend mistakes are causing financial planners to be caught by a new surge of compensation claims, industry leaders have said.

Guardian FP eyes risk advisers

ELISE BURGESS  |  FRIDAY, 1 APR 2011
Guardian Financial Planning hopes to grow its adviser network by 10 per cent this financial year and wants to attract more risk insurance specialist advisers.

IOOF adds insurance, offers more low-cost options

ELISE BURGESS  |  FRIDAY, 1 APR 2011
IOOF adds retail insurance to its Pursuit platform and launches Premier Investor Choice, a suite of six investment options with lower management fees.