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Financial Planning

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
The food chain of financial advice has long been the wrong way around and needs to change, says Implemented Portfolios' co-founder and managing director of strategic development Santi Burridge.

Enrolments point to adviser growth

KERRIE SYDEE  |  WEDNESDAY, 7 SEP 2016
New figures from education provider Kaplan Professional suggest a greater number of people are embracing financial advice as a career.

What to consider before opting for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2016
Staying true to your investment philosophy and understanding your objectives is key to ensuring success when entering the managed accounts market.

Elders gains QLD practice

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
Elders Financial Planning has added its seventh practice to the Elders network.

Inappropriate advice drives disputes

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
The Financial Ombudsman Service (FOS) received 34,095 disputes in 2015-16, a 7% increase on the previous year, according to the FOS 2015-16 annual review.

CBA offers $9.4m in compensation

ALEX BURKE  |  MONDAY, 5 SEP 2016
CBA has provided an update on its Open Advice Review, saying it has offered $9.4 million in compensation to customers.

GPS Wealth launches advice solution

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
Independently owned dealer group GPS Wealth has launched a limited advice software package for accountants.

Omniwealth acquires mortgage broker

DARREN SNYDER  |  FRIDAY, 2 SEP 2016
Advisory group Omniwealth has acquired a mortgage broker to meet the firm's future demand in property and finance, as well as add more expertise to the diversified financial services company.

Energy Super rolls out digital advice service

ALEX BURKE  |  FRIDAY, 2 SEP 2016
Energy Super has gone live with its new digital advice service.

LICG successful in triggering AFA EGM

JAMIE WILLIAMSON  |  WEDNESDAY, 31 AUG 2016
The Association of Financial Advisers (AFA) has confirmed it has received the minimum number of member submissions required under the Corporations Act to propose an amendment to its constitution via an extraordinary general meeting (EGM).