financial advisers

Financial planning

The Financial Planning Association has amended the level of experience it requires from its Certified Financial Planner candidates to better reflect that of a typical car...

Financial planning

Asteron expands Wealthstar options

Asteron has expanded the number of options available for financial advisers using its Wealthstar platform....

Financial planning

Commonwealth looks to internal growth

Commonwealth Financial Planning has implemented an internal staff development program that offers Commonwealth Bank employees a career path that will see them become fina...

Superannuation

ING helps advisers manage SMSF administration

ING and self-managed super fund service provider Super Concepts have introduced a new instrument called One2super to help financial advisers provide better services to th...

Financial planning

Tricom introduces model portfolio platform

Investment house Tricom Equities has launched a new service specially designed to aid financial planners in managing model portfolios associated with separately managed a...

Editorial

A tool that could make all the difference

So much has been written of Australians’ hearty appetites to endure debt in pursuit of property, that an argument that leverage is also a popular mechanism in the equity ...

Financial planning

Forget industry funds, concentrate on advice – AFA

The financial planning industry needs to forget about the role of industry superannuation funds and concentrate on the provision of professional and practical advice, acc...

Financial planning

Retail investors warming to planners: ACNielsen

A survey by ACNielsen Australia has found that nearly three-quarters of 3,000 respondents hold a positive impression of the services offered by planners....

Financial planning

SMEs a prime opportunity

Small-to-medium enterprise owners need to be educated about what financial planners do, according to Ross Cameron, former Liberal MP and director of Cameron Research Grou...

Financial planning

Transparency key in fee debate

Transparency represents the key to the fee-for-service versus commissions debate, according to a survey of financial advisers conducted by Zurich Australia....

Funds management

Emerging markets should no longer be treated as a whole

The globalisation of financial markets has prompted a senior executive of fund manager Nicholas-Applegate to encourage investors to revise their approach towards emerging...

Policy & Regulation

MLC begins to report after-tax returns

MLC has decided to provide after-tax return results for a selection of its products to help financial advisers give their clients an idea of the amount of money they are ...

Financial planning

Snowball and Western Pacific Financial Group unify

The Snowball Group has declared its intention to purchase Western Pacific Financial Group, which will result in scale benefits for the combined entity and a new level of ...

Financial planning

Adviser banned for inappropriate advice

The corporate regulator has banned a former representative of the Lonsdale Financial Group from providing financial services for five years after finding he gave clients...

Financial planning

IMAs now more adviser friendly

Recommendation of individually managed accounts by advisers should swell now that the planning industry has thrown off commission trails, the head of an asset management ...