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Financial Planning

Midwinter launches online training portal

KERRIE SYDEE  |  TUESDAY, 7 JUN 2016
Midwinter has launched an online education portal which aims to provide advisers and their support with training on seven aspects of the AdviceOS financial planning software.

BetaShares launches model portfolio service for advisers

MARK SMITH  |  MONDAY, 6 JUN 2016
BetaShares has launched an asset allocation and ETF model portfolio service for its financial adviser clients.

AFA signs former PM for national conference

KERRIE SYDEE  |  MONDAY, 6 JUN 2016
The Association of Financial Advisers (AFA) has revealed the first of its plenary speakers who will open the AFA 2016 National Adviser Conference.

Adviser Intelligence secures multi-million funding deal

ALEX BURKE  |  THURSDAY, 2 JUN 2016
Cloud-based financial planning software company Adviser Intelligence has announced a multi-million-dollar private funding and partnership arrangement with an investment technology firm.

CBA offers more than $4m in compensation

KERRIE SYDEE  |  THURSDAY, 2 JUN 2016
The Commonwealth Bank of Australia (CBA) has offered $4,857,974 in compensation as part of its Open Advice Review program, which has seen over 9000 cases submitted for review.

Life insurance adviser group hits out at FSC priorities

ALEX BURKE  |  WEDNESDAY, 1 JUN 2016
The Life Insurance Customer Group has criticised the Financial Service Council's statement of policy priorities, arguing customers will be "worse off" if the Life Insurance Framework goes ahead.

US Senate votes down adviser fiduciary rule

ALEX DUNNIN  |  TUESDAY, 31 MAY 2016
The US Senate recently voted down the Department of Labor's administration rule for financial advisers that would have compelled them to act in their clients' best interests.

HNW investors value role of advisers

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
The Legg Mason 2016 Global Investment Survey revealed that a growing number of Australians are seeking financial advice and place a considerable amount of trust in that advice.

ClearView's majority shareholder considering sell-off

ALEX BURKE  |  MONDAY, 30 MAY 2016
ClearView has announced in a trading update that it has appointed Morgan Stanley to evaluate its options following the news that a private equity firm is considering selling its 53% stake in the company.

Wellbeing significantly improved through financial literacy

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
New research suggests that financial education from a financial adviser leads to increased confidence, empowerment and minimises the negative effect of thinking about money on health and wellbeing.