Asteron Life releases fee collection and payment capability
Asteron Life has announced a new enhancement to its service offering, the Adviser Service Fee facility, enabling an automated collection and payment service for advice fees charged to clients which can be used at the initial advice stage as well as at the point of renewal. “The Adviser Service Fee facility is designed to be
April 27, 2016
Workplace super: a world of opportunity for advisers
According to IOOF, advisers looking for sustainable business growth shouldn’t overlook workplace super funds as they can be an effective way of creating long-term revenue streams. IOOF Head of Employer Super, Stephen Black, said research (see note 1) confirms IOOF’s experience that an increasing number of employees are actively asking their employer for professional financial
April 27, 2016
CPA ramps up advice offensive, but cautioned on overconfidence
CPA Australia Advice could be a real threat, but it doesn’t have a monopoly on professionalism and quality advice. Simon Swanson writes.
April 27, 2016
More women than expected are actively engaged as SMSF trustees
A comprehensive survey that asked men and women how confident they were in their skill to act as an SMSF trustee has flagged some surprising outcomes. Andrea Slattery writes.
April 27, 2016
Attendance up as FPA National Roadshow rolls into first locations
The FPA provides a convenient way to update on the latest industry developments and take advantage of networking opportunities and CPD points, and more.
April 27, 2016
XPLAN rated number one financial planning software for ninth consecutive year
IRESS’ advice and wealth management platform XPLAN has been named the number one Australian financial planning software by research house Investment Trends for the ninth consecutive year. XPLAN achieved a 94.3% score – the highest score in the eleven years of the report – and led in the five categories of client management, advice provision,
April 26, 2016
RARE Infrastructure Joins ASX’s mFund Service
RARE Infrastructure, an affiliate of Legg Mason (the responsible entity for RARE’s funds), has today admitted two new infrastructure funds to ASX’s mFund Settlement Service. This brings the total number of funds available through the service to 161. The ASX mFund Settlement Service, which started in late 2014, now has 48 investment managers and 18
April 26, 2016
Centrepoint’s managed account service hits $100 million FUM
Ventura Investment Management Limited, a subsidiary of Centrepoint Alliance, has announced that its managed account portfolio service has reached its first $100 million in FUM from a standing start in April 2015. Ventura Managing Director, Mat Walker, said: “Our Separately Managed Account (SMA) is designed to support advisers in providing high quality advice to their
April 26, 2016
Pursuing a business model that maintains your integrity
It may take reaching a crossroads and then a measure of patience, but your personal and professional ideals can meet. Jo Leggatt reports.
April 26, 2016
Corporate SMSF trustees save trouble and expense
Setting up a company to act as trustee of an SMSF from the get-go is easier than doing so later, but is still a good idea even then. Max Newnham also reveals a loophole that can reduce costs for clients.
April 26, 2016
Scholarship winners to upskill with aged care planning course
Aged care financial advice is a complex, high pressure area and Challenger recognises the growing need to support education and sponsor professional development. Ben Power reports.
April 26, 2016
Would the real financial planning profession please stand up?
Simon Hoyle dreams of the distant nirvana where the regulator will be irrelevant and individual professional responsibility will protect consumers.
April 22, 2016
