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Financial Planning

Bravura expands in UK with Friends Provident

KATE HAGE  |  MONDAY, 17 JUL 2006
Financial services applications provider Bravura Solutions has partnered with listed UK group Friends Provident to provide wrap solutions for advisers.

Platinum re-brands to Sentry

KATE HAGE  |  MONDAY, 17 JUL 2006
Adviser group Platinum has been renamed Sentry Group on the back of a business and corporate restructure.

Little Black Book now available on FinancialStandard.com.au

ALEX DUNNIN  |  WEDNESDAY, 12 JUL 2006
Responding to demand from planners, super funds, employers and consumers for more help finding product and service providers from across the marketplace, Financial Standard has today launched its Little Black Book online.

Fiducian adds advisers SMSF course

KATE HAGE  |  WEDNESDAY, 12 JUL 2006
In a bid to boost their financial planner's specialist expertise, Fiducian Financial Service's advisers will complete a self-managed superannuation fund training course that is currently being encouraged by ASIC on top of PS 146.

One-third of US investors do not read their prospectus: ICI

ALEX DUNNIN  |  TUESDAY, 11 JUL 2006
Research just released by the US-based Investment Companies Institute (ICI) reveals that investors in the US and Australia seem to be struggling with the same information frustrations.

Shadforths expands into Sydney with JV

KATE HAGE  |  TUESDAY, 11 JUL 2006
Financial planning and broking group Shadforths will complete a joint venture with high-end financial planners Taylor Bowring, seeing it complete a move into the Sydney market and adding to its Melbourne office and three Tasmanian offices.

Navigator adds tax benefit to death payments

Starting this month, all of Navigator's super products will feature 'anti-detriment' payments to beneficiaries, a move that could boost a member's additional death payment by as much as $100,000.

Make higher contributions compulsory: Finsia

ALEX DUNNIN  |  WEDNESDAY, 5 JUL 2006
The Financial Services Institute of Australasia (Finsia) has today convened a seminar to present proposals as to why employees should be forced to contribute 3 per cent of their gross salaries into super.

ING launches new tool for employer super advisers

KATE HAGE  |  TUESDAY, 27 JUN 2006
ING has launched a tool to help its national adviser network grow their employer super business, which they tip to swell following the advent of super choice and the recent Federal Budget reforms.

FPA preps members on conflicts of interest principles

Against the view that many financial planners are putting their own paycheque before their clients' best interests, the Financial Planning Association (FPA) has issued a guide designed to help their members manage potential conflicts of interest.