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Financial Planning

Spring FG exec transfers to risk advisory firm as part of new partnership

ALEX BURKE  |  FRIDAY, 22 DEC 2017
Spring Financial Group's head of risk services will transfer over to a specialist risk advisory firm as part of a new exclusive partnership.

AFA to launch investigation into adviser misconduct

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
The Association of Financial Advisers has confirmed it will launch its own investigation into why three of its members entered into enforceable undertakings with ASIC in as many days.

Career progression positive for women advisers

KARREN VERGARA  |  TUESDAY, 19 DEC 2017
New research shows more women are considering a career in financial advice and have a positive outlook on the future of the industry.

Spring FG acquires $200m dealer group

ALEX BURKE  |  MONDAY, 18 DEC 2017
Listed wealth firm Spring Financial Group has acquired a dealer group with a combined $200 million in funds under advice.

Fiducian acquires three client books worth $40m in FUA

ALEX BURKE  |  FRIDAY, 15 DEC 2017
Fiducian has added three financial planning client books, collectively representing an additional $40.9 million in funds under advice.

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.