Financial Planning
ALEX BURKE  |  FRIDAY, 15 DEC 2017   12:42PM
Fiducian has added three financial planning client books, collectively representing an additional $40.9 million in funds under advice.
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Adviser group edges on triple digits with new business
JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2017
Madison Financial Group has added another practice to its stable, as its growing adviser network nears triple digits.
HNWI financial advice demand falls: Research
KARREN VERGARA  |  THURSDAY, 14 DEC 2017
New research from Investment Trends found there are less high-net-wealth investors using financial advisers compared to five years ago.
Elders enables greater access to advice in central NSW
JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
Two financial planners in New South Wales' central west are joining forces to launch a new financial advice business.
Industry fund stepping up advice offering
JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2017
A $6 billion industry fund is looking to revamp its financial advice offering, commencing the tender process for a new provider to enhance its platform.
Kelly+Partners launches corporate advisory business
ALEX BURKE  |  FRIDAY, 8 DEC 2017
As flagged in its FY17 results, chartered accountancy and wealth firm Kelly+Partners is launching a new corporate advisory business.
Elders adds 22nd advice business
JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2017
A financial advice business in NSW's Riverina region became the 22nd practice to join Elders Financial Planning in the last 18 months.
Salt reveals retirement hotspots
EMMA RAPAPORT  |  WEDNESDAY, 6 DEC 2017
New analysis from Demographics Group managing director Bernard Salt has revealed the lifestyle hotspots for Australian retirees in 2017.
Synchron adds to adviser network
KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
A financial planning firm recently acquired by AZ Next Generation Advisory in a private equity deal has joined Synchron's growing network.
Euroz partners for first managed account models
JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
ASX-listed diversified financial services business Euroz has engaged a boutique investment firm to develop its first managed account offering.
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