Financial Planning

Centrepoint Alliance is trialling an entry level robo-advice offering among one of its planning groups claiming it will reduce administration...

Constant regulatory changes such as FOFA and grandfathering have halted projects to enhance platforms, a financial firm said.

While the GFC certainly dragged down investor sentiment, new data reveals Australian direct share ownership actually peaked in 2004.

New US research suggests planners should embrace robo-advice platforms as a useful tool for servicing a particular client segment.

Client loyalty towards advisers will decline in the coming decades, with social media and ‘likes’ set to become the new...

Independent retirement planners remained averse to retirement product solutions, with little progress being made in dealing with longevity risk.

Financial planners are embracing tablets and showing their willingness to spend on technology to better integrate their businesses but Xplan...

Being bombarded by regulation changes meant advisers were yet to embrace improving client communication by adapting a customised mobile strategy.

More than two thirds of financial employers would not be increasing headcount as confidence in the economy sagged, a survey...

Large platforms were not servicing small and mid-tier independent financial advisers with their MDAs, as it may be cheaper to...