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Financial Planning

Rubik and class form advice tech partnership

KERRIE SYDEE  |  THURSDAY, 4 AUG 2016
Rubik and Class Super have partnered to provide accountants who are limited licence holders with advice technology.

Shaw and Partners joins forces with Praemium

ALEX BURKE  |  THURSDAY, 4 AUG 2016
Shaw and Partners and Praemium have partnered to deliver a managed account solution for clients.

Aligned advisers return to UK

MARK SMITH  |  WEDNESDAY, 3 AUG 2016
UK pension, investments and insurance giant Aviva has hired a fresh team of face-to-face advisers three years after scrapping its 120-strong team.

YBR wealth restructure sees multiple job cuts

KERRIE SYDEE  |  WEDNESDAY, 3 AUG 2016
Yellow Brick Road will transition to a franchise model and consolidate staff members as the company shifts focus towards increased productivity and adviser recruitment.

AZ NGA acquires $130m Brisbane practice

ALEX BURKE  |  TUESDAY, 2 AUG 2016
AZ Next Generation Advisory has acquired a Brisbane advice group which manages $130 million in client funds.

Brisbane practice joins Elders

KERRIE SYDEE  |  TUESDAY, 2 AUG 2016
Elders Financial Planning has added a sixth practice to its network.

Greater financial literacy key to improved adviser reputation

KERRIE SYDEE  |  MONDAY, 1 AUG 2016
A higher level of financial literacy among consumers is key to improving the reputation of financial advisers, according to new research from Zurich Financial Services Australia.

Financial Standard to present at upcoming netwealth webinar

KERRIE SYDEE  |  FRIDAY, 29 JUL 2016
Financial advisers who want to know more about managed accounts are invited to register for a free webinar next month on the topic "Best foot forward: Better outcomes and conversations through managed accounts".

ATO resource targets illegal pension schemes

MARK SMITH  |  THURSDAY, 28 JUL 2016
The Australian Taxation Office (ATO) has launched a new initiative aimed at educating advisers and pre-retirees about the potential pitfalls of retirement planning schemes.

Former Calastone MD launches fintech solution

KERRIE SYDEE  |  THURSDAY, 28 JUL 2016
Former Calastone managing director Shannon Bernasconi has co-founded a new investment platform solution for financial advisers.