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Financial Planning

Ignition Wealth begins European expansion

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
Ignition Wealth is opening in the Republic of Ireland with a view to expand further into Europe.

Surge in adviser demand for managed accounts: Research

KARREN VERGARA  |  MONDAY, 24 JUL 2017
The number of advisers allocating clients' new money or inflows to managed accounts have almost trebled in the last four years, joint research from NAB and Investment Trends shows.

Atlantic Pacific Securities rebrands for wealth focus

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
Diversified funds management and financial advice firm Atlantic Pacific Securities is rebranding to ASR Wealth Advisers.

Advice group inks deal with $7bn super fund

ALEX BURKE  |  FRIDAY, 21 JUL 2017
An advice association has finalised a referral arrangement with a $7.6 billion super fund.

Adviser group expands national footprint

KARREN VERGARA  |  THURSDAY, 20 JUL 2017
Boutique Sydney wealth management firm Affinity Group acquired a stake in a Brisbane financial planning practice, boosting its funds under advice to more than $500 million.

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
Another financial advice group is embracing managed accounts, partnering with provider managedaccounts.com.au to create a bespoke solution.

Investment purpose critical to advice: Nikko AM

EMMA RAPAPORT  |  TUESDAY, 18 JUL 2017
Advisers need to be clear on the key differences between environmental, social and governance factor based investing and socially responsible investing if they are going to remain helpful to clients.

Macquarie unveils adviser payment service

KARREN VERGARA  |  TUESDAY, 18 JUL 2017
Macquarie launched a new payment service that helps advisers manage clients' money flexibly without the need for a signed request.

Crowe Horwath acquires Grafton accountancy

JAMIE WILLIAMSON  |  MONDAY, 17 JUL 2017
Crowe Horwath added a Grafton-based accounting practice to its network, in what the firm described as a major step in its expansion strategy.

Countplus sells off underperformers and merges firms

ALEX BURKE  |  FRIDAY, 14 JUL 2017
Countplus merged two member firms and sold three others following its strategic review which also led to the group not paying a dividend for the June 30 quarter.