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Financial Planning

REST boosts member savings through Acorns app

MICHELLE BALTAZAR  |  TUESDAY, 8 NOV 2016
REST Super's latest deal with micro-investing app Acorns is a brilliant chess move in the quest to encourage more Australians to save for their retirement.

ANZ improves OneCare for advisers

KERRIE SYDEE  |  TUESDAY, 8 NOV 2016
ANZ is enhancing its life insurance cover OneCare as part of the bank's "strengthened commitment" to financial advisers.

Suncorp partners for first annuity product

ALEX BURKE  |  MONDAY, 7 NOV 2016
Suncorp has partnered with Challenger to launch its first annuity product.

Centrepoint unveils new client interface

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
Centrepoint Alliance has developed a new online client interface as part of the group's ongoing evolution of its advice technology platform Compass.

Elders celebrates award winners

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
Elders Financial Planning has rewarded excellence in financial advice by naming its award recipients across the dealer group and announcing the first two recipients of its education scholarship program.

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
ANZ's potential sale of its wealth business will send ripples through the succession plans of many advice businesses now that banks can no longer be considered a "buyer of last resort."

Boutique advice firm joins Fortnum

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
A former AMP aligned advisory firm has joined non-institutionally owned licensee Fortnum Financial Advisers.

AZ NGA snaps up eighteenth firm

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
AZ Next Generation Advisory has acquired a Perth based financial planning firm and revealed plans to establish a 'Next-Generation Eco-system.'

Advisers unsure on super contributions

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
Adviser queries around non-concessional super contributions have doubled in the last month, according to BT Advice Technical's September quarter round-up.

New IOOF funds receive 'recommended' rating

DARREN SNYDER  |  THURSDAY, 3 NOV 2016
The new MultiSeries funds launched by IOOF this week have each received a 'Recommended' rating from Lonsec.