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Also in news.moneymanagement.com.au

ANZ wealth shake-up

 
  Mar 02, 2016 
 
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Events

Fund Manager of the Year 2016

Recognise your stellar performers and nominatate now for BDM, Young Achiever, Paraplanner and Financial Planner of the Year Read more

Latest News

ANZ undertakes wealth shake-up, Phillips departs

ANZ has undertaken a major shake-up of its wealth business with the announcement of the departure of Joyce Phillips. Read more
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More FOFA amendments extend FDS timeframes

The Parliament has passed key amendments to the FOFA legislation extending fee disclosure statement and opt-in renewals to 60 days. Read more

UniSuper to deliver tax advice

Following high demand for advice for both super and non-super related investments, UniSuper has partnered with PKF Melbourne to give specialist tax advice. Read more
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Female investors feel misunderstood by advisers

A US study showed female investors felt misunderstood by their advisers while stereotypes about their investment indecisiveness still prevailed. Read more

Investors’ interests key to CEO salary setting

Boards of ASX-listed companies need to consider the value their chief executive delivers for investors and not benchmarks when setting their salary, AMP believes. Read more
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De Gori begins as FPA CEO

Former general manager of policy, Dante De Gori, has officially commenced his role as chief executive of the FPA, taking over from Mark Rantall. Read more

Investec backs H2 in fintech play

Investec Australia has made an undisclosed investment in fintech start-up vehicle H2 Ventures. Read more
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Toolbox

Essential retirement client conversations in 2016

Minh Ly takes a look at the impact of some recently legislated changes to the Age Pension and Aged Care rules and how they can form part of client conversations. Read more

Expert Analysis

Take my advice, make friends with a robo

John O’Connell looks at how advisers and robo advice could go hand-in-hand, with the adviser looking after planning while the robo advice takes care of day-to-day execution. Read more
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Casting mortgages in a new light

Roy Prasad looks at the benefits of a contributory mortgage fund such as income and capital stability, control over the investment, and credit quality. Read more

Features

Cutting the cord and owning a practice

Jassmyn Goh looks at what it takes for advisers to own their own practice, and why it is vital to explore succession planning from day one in part two of this feature on adviser life stages. Read more

Backing yourself with fixed income

Planner allocation to fixed income has declined year-on-year since 2012, but Malavika Santhebennur asks if market volatility and a turbulent share market will force them to re-think their options for the sake of diversification. Read more

 
 
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