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Financial Planning

BTFG to combine key research divisions

ALEX BURKE  |  WEDNESDAY, 2 NOV 2016
BT Financial Group is looking to combine parts of its Advice Research business with its Investment Research & Governance division.

Consultum rewards star advisers

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
Consultum Financial Advisers recognised excellence in financial advice by revealing its 2016 award winners.

HLB Mann Judd launches new advice arm

KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
Accounting and financial advice firm HLB Mann Judd Sydney has started its new debt advisory business.

The changing role of ETF model portfolios

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
In a world where markets are volatile and returns are low, the choice of investment products and underlying asset allocation has never been more important in achieving client goals.

AMP looks to advisers of the future

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
A record number of university students participated in this year's AMP University Challenge, pointing to a growing interest in financial planning as a career.

YBR hits back at Bouris expose

ALEX BURKE  |  FRIDAY, 28 OCT 2016
Yellow Brick Road has denied suggestions made in an ABC report that shareholders want executive chair Mark Bouris removed from the company.

CBA responds to systemic advice failures

KERRIE SYDEE  |  FRIDAY, 28 OCT 2016
The Commonwealth Bank of Australia will repay more than 65% of the $154 million in required compensation estimated by ASIC.

Advisers optimistic amid challenges

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
Financial advisers around the world remain optimistic about the future of their businesses despite facing a growing number of regulatory changes, according to a new study by Vanguard.

Elders inks deal with ninth practice

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
Elders Financial Planning has acquired its ninth practice in seven months.

Cbus partners for phone-based advice

ALEX BURKE  |  THURSDAY, 27 OCT 2016
Cbus has partnered with a leading digital advice firm to create a new "advice over the phone" service.