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Financial Planning

AXA and Wealth.net split poses planner risk

RUTH LIEW  |  MONDAY, 7 JUN 2010
National Australia Bank stands to lose one of the most popular platforms among advisers if the bank decides to offload the North Wealth.net platform as part of its potential AXA buy.

Van Eyk maintains name after founder sells stake

RUTH LIEW  |  FRIDAY, 4 JUN 2010
Mark Thomas, managing director of van Eyk Research, said they have no plans to change the company's name after founder Stephen van Eyk's 25 per cent stake was sold to New Zealand-based Pyne Gould Corporation last month.

Planners gain insto help with fee for service

COMPANY RELEASE  |  FRIDAY, 4 JUN 2010
A large financial services group is giving financial planners that are moving to a fee for service remuneration model a helping hand.

Report points to low cost fund future

MICHAEL HOBBS  |  THURSDAY, 3 JUN 2010
An analysis of US-based mutual fund flows has found the lowest cost mutual funds attract more flows than their more expensive counterparts, proving that in the battle between fees and return, fees do matter.

Planners welcome comms ban

RUTH LIEW  |  WEDNESDAY, 2 JUN 2010
Half of Australia's financial planners view the government's ban on commissions as beneficial to the industry, according to an Investment Trends survey.

AFA airs planner worries on fin reforms

MICHELLE BALTAZAR  |  TUESDAY, 1 JUN 2010
Planning body AFA continues its dialogue with Canberra about proposed government reforms that will lift industry standards, on the whole, but could also hurt the future of small to medium size Independent Financial Advisers (IFAs).

Wealth transfer strategies top adviser books

RUTH LIEW  |  TUESDAY, 1 JUN 2010
The type of financial planners that will 'inherit the earth' are those with the best wealth transfer strategies to recommend to clients, research shows.

Fixed income gains pace among SMSFs

RUTH LIEW  |  MONDAY, 31 MAY 2010
Planners are noticing an upward shift in SMSF investor sentiment towards fixed income investments, as attractive yields and increasing interest rates draw investor interest, new research shows.

Opes Prime director faces 22 charges

ASIC RELEASE  |  MONDAY, 31 MAY 2010
Opes Prime director Laurie Emini has been charged with 22 offences of breaching his duties, following investigations by ASIC into the company's collapse.

BDO Wealth Mgmt signs Instreet

MICHELLE BALTAZAR  |  THURSDAY, 27 MAY 2010
BDO Wealth Management (Vic) joins the throng of financial advisory firms taking more control over their product lineup, enlisting the help of boutique fund Instreet and consultancy firm Terboven in its structured product offering for clients.