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Financial Planning

Sentry and IRESS partner for new tech solution

KERRIE SYDEE  |  WEDNESDAY, 15 JUN 2016
National licensee Sentry has partnered with IRESS to give its advisers a new tool to help them grow their business through increased efficiency and better client service and engagement.

Advisers see value in degree

KERRIE SYDEE  |  WEDNESDAY, 15 JUN 2016
A new survey from Mentor Education and Core Data has revealed that 75% of financial advisers support a bachelor of financial planning over a related bachelor's degree.

Synchron lands payroll tax win

KERRIE SYDEE  |  TUESDAY, 14 JUN 2016
Leading non-institutional licensee, Synchron, has won its battle on payroll tax that would have had major financial implications for Australian licensees.

Cashwerkz offers paperwork relief

KERRIE SYDEE  |  TUESDAY, 14 JUN 2016
Online platform, Cashwerkz, has launched to the wider Australian market in the hopes of assisting financial advisers and SMSF consumers manage their term deposits more easily.

National dealer group adds two advice firms

DARREN SNYDER  |  TUESDAY, 14 JUN 2016
Dealer group Elders Financial Planning is adding two firms to its national adviser business.

Life insurers must be more transparent: AFA

KERRIE SYDEE  |  FRIDAY, 10 JUN 2016
Australian life insurance companies should be more open to independent assessment to reassure the community of their commitment to transparency and continued improvement, argues Association of Financial Advisers (AFA) chief executive Brad Fox.

Consumers turning to the internet for advice

KERRIE SYDEE  |  FRIDAY, 10 JUN 2016
Australian consumers are increasingly turning to the internet for financial advice on life insurance, signalling a need for the industry to respond to rapidly changing consumer demands.

Advisers must adapt to millennial habits

KERRIE SYDEE  |  THURSDAY, 9 JUN 2016
As the largest global demographic group and number one source of global income advisers must adapt their practices to meet the growing demands of millennials, according to Rocky Scopelliti, global industry executive - banking, finance and insurance at ...

Centrepoint debuts brand realignment

ALEX BURKE  |  THURSDAY, 9 JUN 2016
Centrepoint Alliance has restructured its multiple businesses under the Centrepoint brand.

FirstWrap launches cash management solution

KERRIE SYDEE  |  WEDNESDAY, 8 JUN 2016
Colonial First State is set to launch a new cash management solution on FirstWrap Plus Investment accounts on July 1, in a bid to make cashflow management easier for investors, SMSF trustees and advisers.