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Financial Planning

Investors call planners to charge performance-based fees

RUTH LIEW  |  THURSDAY, 26 AUG 2010
Performance-based fees have traditionally been the domain of fund managers - but research shows a growing number of investors are urging financial planners to start adopting this fee structure.

AMP makes super reading easy

RUTH LIEW  |  THURSDAY, 26 AUG 2010
AMP has designed a personalised Member Benefits Report that helps engage its members by allowing them to better understand their superannuation.

ClearView Wealth FUMA hits $3.1bn

ELISE BURGESS  |  WEDNESDAY, 25 AUG 2010
Former CommInsure chief executive Simon Swanson makes his first appearance as managing director of ClearView Wealth Limited today, announcing the group's strong set of results following a company restructure and new focus.

Big four banks have Gen Y appeal: study

NEW RELEASE  |  WEDNESDAY, 25 AUG 2010
Australian's from "Generation Y" prefer the "big four" banks for their savings and transaction accounts, a new study found.

Snowball stays on track

ELISE BURGESS  |  TUESDAY, 24 AUG 2010
Snowball Group Limited saw funds under management and advice rise 19 per cent to $4.8 billion and management is planning for a busy year ahead.

Solid results for BT Wrap and Westpac

RUTH LIEW  |  MONDAY, 23 AUG 2010
The BT Wrap/Asgard platform received $1 billion in inflows for the March quarter, while its parent company Westpac reported strong third quarter results with cash earnings of around $1.4 billion.

More workshops to prep for fee-for-service

ELISE BURGESS  |  THURSDAY, 19 AUG 2010
From only a fraction of financial planning groups offering advice through fee-for-service five years ago, the advice model has now gone mainstream - and there are workshops a-plenty for those who are still mulling over their options.

Former planner taps need for online education

ELISE BURGESS  |  THURSDAY, 19 AUG 2010
A former Securitor financial planner has started a new online financial planning educational website service that - barely three months since going live - has already caught the interest of various dealer groups and super funds.

DKN prepares for big reforms ahead

ELISE BURGESS  |  WEDNESDAY, 18 AUG 2010
DKN chief executive Phil Butterworth said the financial services group is well positioned to benefit from new reforms in the industry after posting a 23.4 per cent underlying profit increase to $7.64 million in the year to June.

More planners bypass managed funds: study

ELISE BURGESS  |  TUESDAY, 17 AUG 2010
Fund managers are put on notice in a recent investment study that found a growing number of planners are placing their clients' funds into direct shares, ETFs, REITs and SMAs, leaving only a fraction of inflows into traditional managed funds.