financial advice

Financial planning

In an effort to enhance business-to-business and business-to-client relationships, Australian Financial Services Group Limited' (AFS) has backed mobile technology as the ...

Financial planning

Financial planning opt-in hangs in the balance

Australia's key financial planning industry organisations have been heartened by a declaration by NSW independent Rob Oakeshott that he will oppose 'opt-in' when the Gove...

Financial planning

Platforms spent $130 million on developments in 2011

Platform providers have invested around $130 million on new developments in 2011, with MLC Wrap and Navigator platforms receiving the highest ranking from financial plann...

Financial planning

AFS tap into mobile technology

In an effort to enhance business-to-business and business-to-client relationships, Australian Financial Services Group Limited' (AFS) has backed mobile technology as the ...

Financial planning

FSP goes with XPlan enhancements

Financial Services Partners (FSP) has launched a series of enhancements to its XPLan product which it says are aimed at helping financial advisers deliver more comprehens...

Policy & Regulation

Labor could be too busy for FOFA: Kerry Chikarovski

The Labor Party's leadership struggles could distract the party from addressing issues related to the FOFA reforms, according to Association of Financial Advisers politic...

Editorial

IOOF net profit result down, but solid

IOOF has reported a six per cent decline in net profit in difficult markets, but is already seeing benefits from the DKN acquisition....

Financial planning

Bendigo Wealth looks to Provisio for scaled financial advice

Bendigo Wealth has formed a partnership with Provisio Technologies under which the software firm will help Bendigo form a scaled advice offering....

Policy & Regulation

FOFA drives another practice to ipac

Uncertainty over FOFA and a heavy compliance burden has led $70-million practice XPAL to join the ipac south australia stable....

Policy & Regulation

FOFA bills risk failing a key objective

FOFA bills still risk making financial advice more inaccessible, says Financial Services Council's John Brogden....

Financial planning

Bill Shorten 'deeply conflicted', says Mathias Cormann

The Coalition would immediately replace the "closed-shop, anti-competitive" selection of default funds under modern awards with an "open, transparent and competitive proc...

Financial planning

Bill Shorten 'deeply conflicted', says Mathias Cormann

The Coalition would immediately replace the "closed-shop, anti-competitive" selection of default funds under modern awards with an "open, transparent and competitive proc...

Financial planning

Scaled financial advice - can it deliver on its promise?

Scaled financial advice is a promising offering receiving a big push from the Government and industry regulators. However, lingering uncertainties are preventing the serv...