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ADVISERS
Financial planning
Macquarie Adviser Services has provided financial planners with a new booklet clarifying strategies they may be able to implement for their clients to take advantage of t...
Financial planning
In a move that could cause friction between financial advisers and dealer groups, advisers plan to include additional financial services platforms in their existing offer...
Financial planning
The Perpetual WealthFocus Investments platform is providing financial planners with greater flexibility and convenience by offering electronic bill pay service BPAY for i...
Financial planning
Independent charitable organisation the Sydney Community Foundation has enlisted the help of a United States philanthropy guru to kick off a series of workshops for advis...
Financial planning
Asgard Wealth Solutions has launched the second phase of its automated business support tool AdviserNETgain that will enable planners currently using the application to g...
Financial planning
Estate planning is one of the most important areas of a financial plan but is often overlooked by advisers, according to AXA national development manager Steve Currie....
Funds management
After hearing one too many complaints from advisers and investors that its name was too hard to pronounce, fund manager SAITeysMcMahon has decided to re-brand, and will n...
Financial planning
The FSP Portfolio Services platform, Portfolio Services Wrap, has passed the $1 billion mark in funds under administration 18 months earlier than its management had forec...
Funds management
The increased demand for global direct property is expected to strengthen further, according to an adviser study commissioned by Macquarie Direct Property, which found 93...
Financial planning
The Association of Financial Advisers is developing a ‘soft skills’ course for advisers in an attempt to help reduce the level of underinsurance in Australia....
Financial planning
ING has created a desktop calculator that allows advisers to determine whether to invest the proceeds of a client’s assets into superannuation, thus taking advantage of t...
Life/Risk
AXA Australia has launched an online tool that gives advisers the ability to track the progress of their clients’ insurance applications....
Financial planning
Tyndall has revamped its portfolio blending tool, the Efficient Portfolio Constructor, in a bid to help advisers create more dynamic investment portfolios....
Funds management
International equities heavy weight Platinum has once again proved popular with financial planners, but new research has revealed there is a rising star in the asset clas...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...