Beyond FoFA: The Ripoll Effect will be felt in financial planning for decades to come
When Bernie Ripoll set sail on an inquiry into financial products and services in Australia back in 2009, he had no idea where it would eventually take him. Looking back, he likens the experience to being an explorer: setting off into the wild blue yonder, and discovering what’s there. As chair of the Parliamentary Joint
December 06, 2015
Fund manager receives seventh consecutive national awards
Fund Manager, La Trobe Financial receives its Seventh consecutive award for Best Mortgage Fund in Australia. La Trobe Financial’s Pooled Mortgages Option (“the Fund”) has been judged the Best Mortgage Fund in Australia by the renowned finance journal, Money magazine. As quoted by Pam Walkley, Chief Editor of Money magazine “No other managed Fund has
December 04, 2015
Praemium and OpenMarkets data feeds integrated with AdviserLogic
AdviserLogic continues to act on its promise to provide users with greater integration, adding both Praemium and OpenMarkets data feeds to its software. AdviserLogic’s Head of Product Development Daniel Gara said, “AdviserLogic rates highest in software market for integration with platforms and we’re very pleased to have now integrated Praemium and OpenMarkets. It’s another demonstration
December 04, 2015
FIIG Securities launches adviser services division
Fixed income broker FIIG Securities has expanded its business to exclusively service financial advisers, offering dedicated products, services, research, and consultation to help them review the role of Fixed Income in their practices. Head of Intermediary Sales Grant McCorquodale said FIIG Adviser Services would take a new approach that would encourage advisers to reconsider how
December 04, 2015
Suncorp advisers face April deadline for ‘big decisions’ on new licensing options
Around 170 advisers will spend Christmas mulling their future after Suncorp Life’s shock decision to launch a six-month transition out of its self-employed, aligned adviser networks, Guardian Advice and Suncorp Financial Planning. The advisers are believed to be surprised at the decision which gives them until mid-next year to find an alternative future. The company
December 03, 2015
SMSFA aims to translate technical skills into better businesses, and bridge the auditor training gap
Translating technical expertise into better businesses and more content aimed at addressing a gap in continuing professional development (CPD) for self-managed super fund (SMSF) auditors are two key themes of the 2016 SMSF Association National Conference, to be held in Adelaide in February. “We’ve really amped up the auditor content; and … we’ve got more
December 03, 2015
How to find a sense of balance that will benefit you – and your clients
I am sure that many readers are looking forward to holidays at the end of the year, and I understand the appeal of holidays and the feeling of being refreshed and re-energised as a result. But my aim here is to challenge you to think about how you can obtain that sense of rejuvenation after
December 03, 2015
2015 Professional Planner Dealer Group Research Forum – Photo Gallery
December 02, 2015
FPSA is relaunched by Fortnum as a new company with a lower-complexity offer
Fortnum Financial Advisers has refreshed independent dealer group Financial Planning Services Australia’s (FPSA’s) offer to advisers and has embarked on the process of recruiting financial planning practices to the new business. Fortnum managing director Joel Taylor says FPSA is built on the same principles as Fortnum, including collaboration, sharing of ideas and equity ownership for
December 01, 2015
There’s good news and there’s bad news in streamlining the FoFA streamlining Bill
In a surprise move last week, the Senate agreed to pass a cut-down version of the Corporations Amendment (Streamlining of Future of Financial Advice) Bill 2014, first introduced into Parliament in March 2014. The good news is that financial planners can now get on with business in the certain knowledge that Future of Financial Advice
December 01, 2015
Swings, roundabouts
and the essentials of oil
It’s an easy mistake to make. If the value of an asset halves in six months, it’s not unreasonable to believe the bottom must be near. The temptation to try to time the turn can be irresistible, and painful – there’s a reason it’s called “catching a falling knife”. When Saudi Arabia was preparing for
December 01, 2015
IMAP Onevue Adviser Webinars – Building a robust investment framework
Register for IMAP’s free Webinar on how to build a robust investment framework when creating and overseeing Managed Accounts Wednesday 9 December 2015 at 10.45 AEDT (10.30 Arrival Tea and Coffee) and sponsored by OneVue BOOK to attend the webinar “How to build a robust Investment Framework when creating and overseeing Managed Accounts” Learnings from
December 01, 2015
