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Financial Planning

Queensland advice practice goes international

JAMIE WILLIAMSON  |  TUESDAY, 6 MAR 2018
A Queensland-based financial advice business is expanding its operations to the United Arab Emirates.

Reinvigorated OneVue inches up platform rankings

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
OneVue is gaining traction among financial advisers, with its functionality trumping that of Colonial First State's FirstWrap, according to the latest platforms analysis from Investment Trends.

Netwealth offloads advice subsidiary

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
Australian Unity will acquire a Netwealth financial advice firm with $550 million in funds under advice.

Netwealth doubles managed account FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2018
Netwealth saw significant growth in its managed accounts offering during the first half of the 2018 financial year.

Sequoia expands advice arm, boosts top line

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2018
Sequoia Financial Group's advice business delivered strong revenue in the six months to December thanks to two acquisitions and a restructure of its operations.

How to find alpha in advice: Vanguard

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
Advisers who focus on client behavioural coaching over commoditising investment or stock selection can find "alpha" in their value proposition, according to an industry expert.

IMA provider signs white label deal

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
A leading provider of individually managed accounts is creating a bespoke solution for a Perth financial planning business.

ASIC bans former NAB, Westpac adviser

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
ASIC banned a former NAB and Westpac adviser for five years for inappropriately providing superannuation and insurance advice.

2018: The year of scaled advice

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
The scaled financial advice offering at a $66 billion industry superannuation fund is experiencing significant growth due to increased demand from younger members.

Is risk advice at risk?

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
The head of one of Australia's largest non-aligned financial advice dealer groups is arguing new education requirements could kill life insurance advice and recent research suggests the discipline may already have one foot in the grave.