Attitude to managed accounts needs changing

25-Aug-2016

Managed accounts should be treated as an advice solution rather than a product solution and were increasingly vital to the way in which dealer groups interacted with their clients, according to Shadforth Financial Gr.. Read More

Attitude to managed accounts needs changing

25-Aug-2016

Managed accounts should be treated as an advice solution rather than a product solution and were increasingly vital to the way in which dealer groups interacted with their clients, according to Shadforth Financial Gr.. Read More

Royal commission push polarises opinions

12-Apr-2016

The Financial Services Council (FSC) and Treasurer Scott Morrison have rejected the Labor Party’s call for a royal commission into financial services, branding such a move unnecessary and inefficient, while a p.. Read More

Findex broadens adviser service suite

30-Mar-2016

Findex Group has progressed the rollout of a family office model across its 120 advice offices nationwide and is undergoing a major technology project that will allow advisers to access client information across all .. Read More

Wealth transfer to fall short of expectations

15-Mar-2016

The highly discussed prediction of a mass intergenerational transfer of wealth by baby boomers to their children had been over-inflated as an idea and the outcome was likely to disappoint many Australians, according .. Read More

ESG reporting falling short

03-Mar-2016

Despite ASX recommendations on environmental, social and governance (ESG) disclosures that took effect almost two years ago, most listed companies still had a long way to go in improving ESG reporting, according to t.. Read More

Macquarie robo launch aims for unadvised

19-Feb-2016

Macquarie this week launched its robo-advice tool, OwnersAdvisory, targeting investors seeking customised online portfolio advice. OwnersAdvisory was aiming to service the 80-plus per cent of unadvised Australi.. Read More

AMP profits up as wealth business transforms

19-Feb-2016

Net profits at AMP rose 10 per cent in the full year to December 2015, driven by strong performance in its wealth business as the group has focused on increasing efficiency for advisers. AMP reported a net profi.. Read More

Accountants not confident in advice skills

17-Feb-2016

The vast majority of accountants did not have faith in their ability to provide advice services, according to a research report from Bstar. The company’s “2016 Accountants Research Report” foun.. Read More

Rubik appoints former IRESS exec

17-Feb-2016

Adviser software provider Rubik has announced its fourth major hire for the year, appointing IRESS’s former product manager for its Xplan software, Emily Chen, to the newly created role of head of product for w.. Read More

Better budgeting key to financial freedom

17-Feb-2016

The majority of advisers believed budgeting was the main skill clients needed to master to achieve their financial goals, according to new research from Yellow Brick Road. A survey of the company’s network.. Read More