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Financial Planning

Ord Minnett announces Perth office launch

CASSANDRA BALDINI  |  FRIDAY, 17 JUN 2022
Ord Minnett has announced its expansion into Western Australia with the launch of its first Perth office.

AMP bolsters managed portfolios offering

JAMIE WILLIAMSON  |  FRIDAY, 10 JUN 2022
AMP is responding to increased demand for managed account solutions, expanding North's offering as assets under management surpass $5 billion.

AZ Sestante launches ESG portfolios

CASSANDRA BALDINI  |  THURSDAY, 9 JUN 2022
AZ Sestante has launched five new ESG focused portfolio options, available on the HUB24 from today.

No more changes to risk commissions: ClearView

JAMIE WILLIAMSON  |  TUESDAY, 7 JUN 2022
About 67% of financial advisers say they'd stop offering standalone risk advice if there are further changes to life insurance commissions.

Lifespan partners with OpenInvest to launch advice solution

ANDREW MCKEAN  |  FRIDAY, 3 JUN 2022
Lifespan Financial Planning has launched a digital investing solution to help bridge the advice gap.

BT answers advisers' top tax time questions

ANDREW MCKEAN  |  WEDNESDAY, 1 JUN 2022
BT has released its hottest end of financial year tips for advisers; in the mix this year are changes to downsizer contributions, the super guarantee and minimum pension drawdowns.

Rate rise exposes adviser knowledge gap

CHLOE WALKER  |  WEDNESDAY, 25 MAY 2022
As interest rates rise and inflation grows, some are lamenting a possible knowledge and experience gap in the industry, with a considerable number of financial advisers having only ever known a low inflation environment.

How AMP plans to bounce back

JAMIE WILLIAMSON  |  FRIDAY, 20 MAY 2022
AMP's chair has explained how the group intends to improve its financial performance, while Alexis George outlined how the 173-year-old company will be transformed, with a strong focus on the retirement space.

Record number of adviser graduates: Kaplan

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
Kaplan Professional announced a record number of financial advisers have graduated from postgraduate financial planning qualifications in 2020 and 2021.

Clime acquires private wealth firm

JAMIE WILLIAMSON  |  THURSDAY, 19 MAY 2022
Clime Investment Management has acquired a Melbourne wealth management business for $7 million.