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Financial Planning

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.

Advice industry must think bigger: Netwealth

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
Australia's financial advice industry should pay heed to the likes of Facebook, Google and Uber if it is to meet the evolving expectations of clients.

Longstanding Godfrey Pembroke practice seeks own AFSL

JAMIE WILLIAMSON  |  MONDAY, 4 DEC 2017
A Victorian financial advice firm is working towards becoming self-licensed after more than 30 years' in partnership with Godfrey Pembroke.

Misperception of independence jeopardising trust

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
Consumer trust in the financial planning industry has dropped 2% in the last 12 months, according to the latest figures from Roy Morgan.

Manage wealth with authority: Academic

EMMA RAPAPORT  |  THURSDAY, 30 NOV 2017
The financial services industry needs to be more paternalistic if it's ever going to really help people prepare for retirement, Duke University professor of psychology and behavioral economics Dan Ariely believes.