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Financial Planning

Non-aligned advisers gifted growth opportunity

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
Opportunities for non-aligned financial advisers to provide quality advice are growing as the industry's historically bad behaviour continues to repeat itself.

RI Advice launches retirement planning toolkit

ALEX BURKE  |  THURSDAY, 15 DEC 2016
Addressing the needs of specialist retirement advisers, RI Advice conducted independent research to build its new retirement planning toolkit.

Managed accounts and goals based advice prompts name change

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
The rise of managed accounts and goals based advice will see the Association of Real Return Investment Advisers (ARRIA) begin 2017 with a rebrand.

Fiducian boosts FUA by $44m

ALEX BURKE  |  WEDNESDAY, 14 DEC 2016
Fiducian boosted its funds under advice by $44 million after agreeing to acquire two Victorian practices.

Advice practices pass health check

DARREN SNYDER  |  WEDNESDAY, 14 DEC 2016
A joint report released by Zurich and the Beddoes Institute shows financial advice firms are better equipped to face future industry challenges.

Ord Minnett manager launches adviser social startup

ALEX BURKE  |  TUESDAY, 13 DEC 2016
A former NSW executive state manager at Ord Minnett is launching a startup that provides social media strategy for financial advisers.

Super clarity presents adviser opportunity

KERRIE SYDEE  |  FRIDAY, 9 DEC 2016
Following long awaited legislation changes to superannuation, the system still remains fundamentally attractive, consultant Rice Warner says.

Out-dated websites flag regulatory risk

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
Financial planning practices must not ignore the regulatory risk of an outdated website and the implications it could have on their firm, according to YTML co-founder and chief executive Kevin Liao.

Pengana boosts adviser distribution footprint

ALEX BURKE  |  MONDAY, 5 DEC 2016
Throughout 2016, Pengana Capital built out a nine-person business development and client service team targeting the financial adviser market.

CBA partners for agribusiness pilot

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
The Commonwealth Bank of Australia has partnered with a specialist software company in the hopes of driving adviser innovation and better collaboration in agribusiness.