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Financial Planning

Pressure on advice practices means time for rethink: ClearView

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
Financial advisers must rethink value propositions and condense client books to achieve sustainable growth as traditional advice offerings continue to feel the squeeze.

Nominations for adviser award opens

KARREN VERGARA  |  FRIDAY, 21 APR 2017
Nominations for the Asteron Life and the Association of Financial Advisers' annual Excellence in Education Award are now open.

Advice dealer group hires state manager

KARREN VERGARA  |  THURSDAY, 20 APR 2017
An advice dealer group is welcoming a former AMP advice manager to head its Queensland business as part of the boutique firm's expansion strategy.

Challenger launches advice tool as reforms loom

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2017
As the 1 July deadline looms, an initiative from Challenger will make it easier for financial advisers to service clients and manage their retirement income needs.

Investment group takes majority stake in global advice firm

ALEX BURKE  |  THURSDAY, 20 APR 2017
An investment consortium will acquire a majority stake in international advice network Focus Financial, which recently acquired a Brisbane advice firm with MW Lomax and has expressed further plans for its Australian expansion.

Fitzpatricks strengthens Victorian advice presence

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
Fitzpatricks Private Wealth is continuing its expansion with the addition of two Melbourne practices.

AFA launches female excellence in advice award

EMMA RAPAPORT  |  TUESDAY, 18 APR 2017
The Association of Financial Advisers will again celebrate the significant contribution made by female advisers to the profession, the community and clients with the launch of the Female Excellence in Advice Award.

Wealth management firm expands

EMMA RAPAPORT  |  THURSDAY, 13 APR 2017
Wealth management firm Morgans Financial is expanding its presence in Queensland region of Stanthorpe.

FSC launches draft APL standard for risk advice

ALEX BURKE  |  THURSDAY, 13 APR 2017
The FSC is debuting its draft life insurer approved product list standard, the final version of which will become mandatory for all members.

Fintech apps disrupt advice model

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
Fintechs are deploying the next generation of financial planning applications and disrupting the traditional advice model, a new study has found.