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Financial Planning

Acacia separates from Linear

MICHAEL HOBBS  |  TUESDAY, 17 MAR 2009
Acacia Private Wealth has cut its licensing ties with Linear Financial Services to maintain its independent boutique structure.

Van Eyk enhances risk ratings

MICHAEL HOBBS  |  TUESDAY, 17 MAR 2009
Financial planning research firm, van Eyk has implemented a new risk ratings process to make the rating easier to understand and monitor.

Reverse core satellite approach: van Eyk

MICHAEL HOBBS  |  MONDAY, 16 MAR 2009
Financial planners should consider reversing the traditional approach to core-satellite investment strategy and adopt an "active" core and "passive" satellite tactic in bad markets, according to van Eyk.

WHK and Macquarie form partnership

RUTH LIEW  |  WEDNESDAY, 11 MAR 2009
WHK Group and Macquarie Private Wealth have entered a strategic partnership - paving the way for Macquarie to become a holder of the planning group within the next five years.

AFA unveils policy committee

RUTH LIEW  |  TUESDAY, 10 MAR 2009
The Association of Financial Advisers Limited (AFA) has announced the launch of a new committee to work with the Government and the regulator, ASIC.

US advisers keen on equities

COMPANY RELEASE  |  TUESDAY, 10 MAR 2009
New research from Putnam has found two in five financial advisers in the US are moving their client's portfolios into shares, ahead of the market's recovery.

Planners tune in to ETFs

RUTH LIEW  |  MONDAY, 9 MAR 2009
Over the next decade, exchange traded funds (ETFs) could put management fees of many Aussie fund managers under pressure - marking ETFs as the next boom market for fee-for-service planners.

AMPFP turn to IT to boost productivity

MICHELLE BALTAZAR  |  FRIDAY, 6 MAR 2009
AMP Financial Planning (AMPFP), one of the largest planning groups in the country, is poised to attract more planners to its fold after plans to roll out a new IT system and the introduction of more consumer-friendly advice documents.

AFA hits back at fee-for-service report

RUTH LIEW  |  THURSDAY, 5 MAR 2009
The Association of Financial Advisers has criticised the small sample size of a recent Rice Warner Actuaries report that highlighted Australians risk paying 13 times more for commission-based advice versus fee-for-service.

Ready, set, activate: AXA

RUTH LIEW  |  WEDNESDAY, 4 MAR 2009
Inactive AXA clients can soon expect a phone call from their advisers asking about their insurance well-being as Australia's largest planning firm embarks on a client reactivation program.