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Financial Planning

AIA launches adviser self-service portal

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
AIA Australia has launched an online self-service portal to allow financial advisers to manage client insurance administration.

Fortnum adds five new practices

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
Independently-owned dealer group Fortnum Financial Advisers has broadened its reach across three Australian cities with five practices joining the group's boutique offering, FPSA Group (FPSA).

Elders transformation brings new light to the group

KERRIE SYDEE  |  MONDAY, 11 JUL 2016
Dealer group Elders Financial Planning (Elders) has emerged from a six month transformation, a realignment the group hopes will attract more advisers to the Elders network.

Advice bodies at odds over professional standards

KERRIE SYDEE  |  MONDAY, 11 JUL 2016
The Association of Financial Advisers and the Financial Planning Association present stark differences in opinion over professional standards in their latest submissions to Treasury, suggesting there's a long road ahead for the wavering legislation.

Sponsored adviser survey: two chances to win $500 prize

How are advisers adapting to changes in technology, product selection, communication and regulation?

Register for the Financial Standard ETF Forum

MARK SMITH  |  FRIDAY, 8 JUL 2016
Time is running out for financial advisers and other industry professionals to register for the inaugural Financial Standard Best Practice Exchange Traded Fund Forum on 26 July.

Infocus launches free robo-advice solution

KERRIE SYDEE  |  FRIDAY, 8 JUL 2016
Infocus Wealth Management (Infocus) has entered the robo-advice market, launching direct-to-consumer financial advice tool, earnie.com.au.

Lifeplan increases investment bond options

DARREN SNYDER  |  THURSDAY, 7 JUL 2016
Investment bond specialist Lifeplan is rolling out eight new investment options and an additional rebate tier across its NextGen suite as part of a surging interest in the product.

Stockspot cuts robo-advice fees

KERRIE SYDEE  |  WEDNESDAY, 6 JUL 2016
Automated investment adviser and fund manager, Stockspot, has reduced fees for all clients and eliminated the annual advice fee for investment portfolios under $50,000

SMSFs must increase global equities investment

DARREN SNYDER  |  FRIDAY, 1 JUL 2016
Investment platform provider HUB24 says if self-managed superannuation fund members don't increase allocations to international equities it will become difficult for the sector to create self-funded retirees.