Financial Planning
Platform rebrands for next phase
JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2019
A $13 billion platform provider and investment administrator is rebranding as it gears up for the launch of both a superannuation and non-superannuation Wrap solution.
Interest in early access to super rises
JAMIE WILLIAMSON  |  MONDAY, 11 MAR 2019
AMP has experienced a spike in the number of financial adviser queries regarding early access to superannuation.
Choice outweighs balance for women
KARREN VERGARA  |  FRIDAY, 8 MAR 2019
As this year's International Women's Day campaigns for a gender-balanced world, one underlying factor that is overlooked is empowering women to make choices to live a financially secure and fulfilling life.
FPA launches FASEA policy, education hub
JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2019
Financial advisers can now access up to date and easy to understand information about education policy developments via an online education hub from the Financial Planning Association of Australia.
New retirement loan launches
KARREN VERGARA  |  WEDNESDAY, 6 MAR 2019
A new debt product that facilitates funding needs for financial advisers' retiree clients has launched.
Practifi integrates with XPLAN
KANIKA SOOD  |  WEDNESDAY, 6 MAR 2019
The business management platform for advisers has integrated with IRESS XPLAN, leveraging its recently released open API.
Why this HNW adviser avoids hedge funds
KANIKA SOOD  |  TUESDAY, 5 MAR 2019
A prominent high-net-worth financial adviser is aiming to have 7-10% of his clients' portfolios in alternatives as the markets mature but he's eschewing hedge funds and picking private assets instead.
Financial advisers evolving as wealth managers: Report
KARREN VERGARA  |  MONDAY, 4 MAR 2019
Financial planners are increasingly repositioning themselves as asset allocators instead of stock pickers, according to Investment Trends.
Grandfathered commissions ban unconstitutional: Association
JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2019
A financial advice industry association is looking to take the Government to the High Court over the planned ban on grandfathered commissions, arguing the changes may not be constitutionally valid.
YBR in trading halt, flags loss
KARREN VERGARA  |  MONDAY, 4 MAR 2019
Yellow Brick Road has been suspended from trading for failing to lodge its half-year report.
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