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Financial Planning

Advice and real estate firms align

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
Financial advice firm Announcer Group has officially partnered with one of Australia's fastest-growing real estate services businesses.

Fortnum inks advice fintech deal

ALEX BURKE  |  TUESDAY, 4 JUL 2017
Fortnum Financial Advisers is partnering with a provider of real-time data, budgeting and reporting software to augment its client engagement strategy.

Shadforth grows Queensland presence

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2017
Shadforth Financial Group is expanding in Queensland through the acquisition of a specialist advice firm to further strengthen wealth management capabilities.

FPA supports ASIC independence definition

KARREN VERGARA  |  FRIDAY, 30 JUN 2017
The Financial Planning Association of Australia is voicing its support for ASIC's definitions on independent financial advice.

Independence definition too restrictive: AFA

ALEX BURKE  |  WEDNESDAY, 28 JUN 2017
Association of Financial Advisers chief executive Philip Kewin said ASIC's interpretation of the terms "independent", "impartial" and "unbiased" is too restrictive.

Easton to acquire $1.7bn advice group

ALEX BURKE  |  TUESDAY, 27 JUN 2017
Listed wealth firm Easton Investments is in talks to acquire a financial planning network with $1.7 billion in funds under advice.

Brisbane adviser receives top planning award

JAMIE WILLIAMSON  |  FRIDAY, 23 JUN 2017
The top performing student in the final unit of the Financial Planning Association of Australia's CFP program was awarded the Gwen Fletcher Memorial Award for her ongoing commitment to providing quality financial advice.

Lonsec grows retirement panel membership

KARREN VERGARA  |  THURSDAY, 22 JUN 2017
Challenger is the latest to join Lonsec's thought leadership panel aiming to provide financial planners insights and solutions when it comes to advising clients on retirement.

Location, location, location: the key to retirement

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
The Apple Isle is calling for those wanting to make the most of their retirement, according to the latest insight from Milliman.

Sequoia announces acquisition

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
ASX-listed Sequoia Financial Group announced it will acquire Melbourne-based financial planning and accounting services firm InterPrac.