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Financial Planning

YBR's wealth arm gaining ground

KARREN VERGARA  |  MONDAY, 26 FEB 2018
Yellow Brick Road's wealth business and its digital advice strategies have helped boost the firm's 1H18 performance.

HUB24 reports record first half

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
HUB24 has seen its largest increase in funds under administration to date as a result of numerous new distribution deals with licensees and the addition of 123 new advisers, half-year results show.

IOOF licensee launches MDA solution

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
An IOOF-aligned dealer group is introducing a new managed discretionary account service to its adviser network.

FPA optimistic CFP will get FASEA tick

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2018
The Financial Planning Association of Australia is confident the Financial Adviser Standards and Ethics Authority will recognise the Certified Financial Planner designation as a suitable bridging course for existing financial advisers.

Advisers cautious over fixed income allocations

DARREN SNYDER  |  THURSDAY, 22 FEB 2018
The $600 billion sitting in Australian term deposits tells a story that financial advisers and investors still treasure cash and there's apprehension to move money into once defensive fixed income assets.

Tax adviser registrations swell

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
The total number of registered tax (financial) advisers has returned to 19,000, despite 6000 failing to renew their registration by the end of 2015.

DomaCom increases financial planner exposure

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
DomaCom has entered an integration agreement with the most widely used financial planning software in Australia.

IOOF boosts flagship platform

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
IOOF is increasing efficiencies for financial advisers through a raft of enhancements to its leading retail platform, including non-lapsing binding nominations.

Institutions suffer financial adviser drain

ALEX BURKE  |  MONDAY, 19 FEB 2018
About one in 10 financial advisers swapped their licensee in 2016-17 - and 56% of these either stayed in or migrated to non-institutional options, according to Rainmaker research.

Costs fundamental to IOOF advice growth

DARREN SNYDER  |  FRIDAY, 16 FEB 2018
IOOF flagged cost management as crucial to the success of its financial advice-led strategy, one that recorded inflows of $1.2 billion in the first half of FY18 and is about to acquire ANZ Wealth.