Financial Planning
JBWere and Praemium sign $1M deal
By Kerrie Sydee  |  In Financial Planning
12:11 pm
Yesterday
Praemium has partnered with JBWere to provide a client reporting solution using Praemium's V-Wrap portfolio administration and reporting software. Read more
Admin, compliance restricting business growth
By Kerrie Sydee  |  In Financial Planning
12:07 pm
Yesterday
Advisers are spending more than 30 hours a week on client related admin and only 9 hours per week in face-to-face client meetings, according new research from Perpetual. Read more
Merger gives Bentleys state-wide presence
By Kerrie Sydee  |  In Financial Planning
12:33 pm
Wed, 29 June
Mid-tier accounting and advisory network, Bentleys, has bolstered its Tasmanian presence following a merger with a Hobart-based accounting and financial planning firm. Read more
Link Group rebrand signals expansion
By Kerrie Sydee  |  In Financial Planning
12:30 pm
Wed, 29 June
Link Group's superannuation and relevant advice provider Money Solutions will be rebranded as the group transitions towards a more holistic advice offering. Read more
FPA National Roadshow emphasises value of advice
By Kerrie Sydee  |  In Financial Planning
12:28 pm
Wed, 29 June
Currently making its way across the country, the 2016 Financial Planning Association (FPA) National Roadshow is hoping to prepare planners for the increasingly complex future of financial advice. Read more
OwnersAdvisory awarded fintech prize
By Kerrie Sydee  |  In Financial Planning
12:40 pm
Mon, 27 June
Macquarie owned OwnersAdvisory was recognised at the inaugural Australian FinTECH awards, taking out the best fintech innovation in wealth management category. Read more
Funeral bonds on the minds of advisers
By Darren Snyder  |  In Financial Planning
12:16 pm
Mon, 27 June
Funeral bond provider Australian Friendly Society believes a combination of factors is driving an increased demand in the product's annual take up. Read more
Morningstar reappointed as CBA advice research provider
By Kerrie Sydee  |  In Financial Planning
12:10 pm
Fri, 24 June
Commonwealth Bank has reappointed Morningstar Australasia as primary investment research provider for its wealth management advice licensees - Commonwealth Financial Planning, Financial Wisdom and BW Financial Advice. Read more
Cbus hiring 30 advice professionals following service launch
By Alex Burke  |  In Financial Planning
12:35 pm
Thu, 23 June
Cbus has launched a new financial advice model to deliver to fund members. Read more
JBWere to reduce adviser commissions
By Kerrie Sydee  |  In Financial Planning
12:20 pm
Thu, 23 June
JBWere will be making a number of changes to its remuneration framework following a six month review of its remuneration structure. Read more
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