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Financial Planning

Fortnum picks up award winning practice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
A former Guardian Advice practice has joined non-institutionally owned dealer group, Fortnum Financial Advisers.

Nominations open for AFA Adviser of the Year

MARK SMITH  |  TUESDAY, 10 MAY 2016
The Association of Financial Advisers (AFA) is now taking nominations for its annual Adviser of the Year and Practice of the Year Awards.

Women and Gen X happiest with advice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
Female investors and those aged under 45 are the most satisfied with their financial adviser, according the latest Lifeplan ICFS Financial Advice Satisfaction index.

Focus Financial expands into Australia

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
Focus Financial Partners, a leading international partnership of independent fiduciary wealth management firms, has partnered with Melbourne based, MW Lomax, the first Australian firm to join the Focus network.

Zurich launches optimised adviser portal

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
Zurich has launched its new adviser portal, ZLife, designed to give advisers a new level of visibility and efficiency to manage their Zurich customer portfolio.

InvestmentLink developing real-time compliance product

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
InvestmentLink has announced the development of a real-time compliance product that will provide financial advisers and dealer groups with immediate and ongoing compliance reporting.

ANZ won't make LIF transition until bill is restored

ALEX BURKE  |  FRIDAY, 6 MAY 2016
ANZ advisers won't transfer to Life Insurance Framework remuneration arrangements until the relevant legislation is restored, according to ANZ Wealth managing director Alexis George.

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
Just over a decade ago, netwealth was a platform start-up with $500 million in funds under administration. This year, the group surpassed the $8 billion mark and aim to win more IFAs through its tech-focused business model.

Advisers not impressed with budget changes

KERRIE SYDEE  |  THURSDAY, 5 MAY 2016
More than 50% of advisers believe that the federal budget will have a negative impact on their clients but agree that it will drive an increase in the need for advice, according to a survey from Midwinter.

Advisers encouraged to review changes carefully

KERRIE SYDEE  |  WEDNESDAY, 4 MAY 2016
A higher than expected number of changes to superannuation delivered in the 2016 federal budget will keep financial advisers on their toes, as they work to update financial plans in line with the changes.