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Financial Planning

Bank claims Great Southern action stumped

MEDIA RELEASE  |  MONDAY, 25 OCT 2010
Bendigo and Adelaide Bank has claimed that the Great Southern class action DC Legal commenced against the bank has "fallen over".

Count selects Lonsec and IRESS

RUTH LIEW  |  MONDAY, 25 OCT 2010
One of Australia's largest financial planning groups, Count Financial, has replaced van Eyk with Lonsec as its new research provider, and appointed IRESS as a software partner.

Perpetual Private Wealth targets growth

RUTH LIEW  |  FRIDAY, 22 OCT 2010
Perpetual Private Wealth is aiming for year-on-year double digit growth in profits and revenue, and is planning to make further acquisitions, said Geoff Lloyd, Perpetual group executive of private wealth.

Netwealth LifeWRAP goes live

ELISE BURGESS  |  FRIDAY, 22 OCT 2010
Netwealth Investments' integrated insurance facility for its platform clients, LifeWRAP, is now live, providing a centralised platform for netwealth planners and advisers.

Advisers in clean bill of health

ELISE BURGESS  |  WEDNESDAY, 20 OCT 2010
Advisers are taking an active approach to their own health, according to the 2010 Zurich Heart Foundation Heart Health Index.

Planners urged to address ethics

RUTH LIEW  |  WEDNESDAY, 20 OCT 2010
Trust is fundamental to the advice relationship - but planners need to ask themselves why they rank so low on the ethics and honesty scale among Australians who don't seek advice, said the AFA.

AMP launches planning course

ELISE BURGESS  |  WEDNESDAY, 20 OCT 2010
AMP takes the driver's seat on education by launching a new Diploma of Financial Services course.

NTAA challenge planners to cut fees

ELISE BURGESS  |  TUESDAY, 19 OCT 2010
Full fee disclosure and an open discussion with clients are necessary to improve the credibility of the financial planning industry, according to a planning association.

Dollar rise to boost planner wages

ELISE BURGESS  |  MONDAY, 18 OCT 2010
Financial planners could enjoy the double whammy of higher wages and a larger client base due to the rising Australian dollar, a new survey shows.

Investors demand 'transactional' advice

ELISE BURGESS  |  FRIDAY, 15 OCT 2010
Self managed super fund (SMSF) investors are tapping advice-centric technology to cultivate a 'transactional' type of relationship with their financial planner as opposed to the conventional lifelong relationship approach.