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Financial Planning

FPA members gain practice tool

MICHAEL HOBBS  |  WEDNESDAY, 25 FEB 2009
Financial Planning Association (FPA) members can benchmark their business against others in the industry and identify areas for improvement after Business Health's practice diagnostic program was added to the association's online member section.

WA planning firm moves east

MICHAEL HOBBS  |  MONDAY, 23 FEB 2009
Sydney-based financial planning firms are set to face even more competition after Western Australian advice group, Indian Ocean Capital, announced plans to expand into NSW.

Paragem tips scales for small planners

MICHELLE BALTAZAR  |  FRIDAY, 20 FEB 2009
Small-size planning groups keen to cut their licensing and admin costs without sacrificing their independence and quality of service are driving the demand for the 'shared services' model, said Paragem's managing director Ian Knox.

Planners gain clean tech fund

MICHAEL HOBBS  |  FRIDAY, 20 FEB 2009
Asgard Wealth Solutions adds Bakers Investment Group's Alternate Energy Customised Portfolio to its Approved Product List (APL).

Govt move aids planners

MICHAEL HOBBS  |  THURSDAY, 19 FEB 2009
The government's decision to temporarily suspend the minimum draw down requirement for account-based pensions allows planners the ability to keep their client's money invested in the market.

Planners champion risk advice

RUTH LIEW  |  THURSDAY, 19 FEB 2009
Risk advice is today high on the agenda of advisers' businesses as a new survey shows advisers earn over a quarter of their practice revenue from risk products - a 30 per cent jump from 2007.

Self-employed are more picky with advice

MICHAEL HOBBS  |  WEDNESDAY, 18 FEB 2009
Self-employed people are 25 per cent less satisfied on average with the planning services they received from their planners compared to retirees and other employed workers, a new survey found.

Advisers caught for market manipulation

MEDIA RELEASE  |  TUESDAY, 17 FEB 2009
Two former client advisers have been found guilty of market manipulation following ASIC investigations.

Aviva prepares for equity investment surge

MICHAEL HOBBS  |  TUESDAY, 17 FEB 2009
Investors can start preparing for the upswing in the local equity market after Aviva launched a dollar cost averaging tool which allows them to gradually move some of their cash investments into other asset classes.

Invest in shares or migrate: Ruthven

MICHAEL HOBBS AND RUTH LIEW  |  TUESDAY, 17 FEB 2009
Planners should start investing in Australian equities while the ASX200 is at a "ridiculous" 3,400 level or miss out on a rare opportunity to add value to their client portfolios, said Phil Ruthven, IBISWorld executive chair.