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Financial Planning

Zurich launches education curriculum

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
Zurich Financial Services Australia has launched the Zurich Curriculum, in a bid to support adviser education and development.

AZ NGA signs twelfth firm

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
AZ Next Generation Advisory has signed a binding sale and purchase agreement to acquire the entire capital of its twelfth firm.

NAB partnership puts adviser education at forefront

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
National Australia Bank (NAB) has ramped up its commitment to increasing professional standards in financial planning through a partnership with the Deakin University Business School, DeakinPrime and DeakinDigital.

Associations support adviser standards amendments

DARREN SNYDER  |  FRIDAY, 29 APR 2016
The latest legislative amendments to raise the education, training and ethical standards of financial advisers have been welcomed by the industry's peak representative groups.

Fiducian acquires three further firms

KERRIE SYDEE  |  FRIDAY, 29 APR 2016
Fiducian Group has acquired three separate financial planning businesses in the Perth catchment area, for total consideration of $1.2 million, to be funded by cash.

No bachelor's degree for existing advisers

KERRIE SYDEE  |  THURSDAY, 28 APR 2016
The government has announced that existing advisers will not be required to complete a bachelor's degree and will be given a longer time frame to meet new education standards in its revised draft legislation.

Robo-advice to impact not replace: CFA

KERRIE SYDEE  |  THURSDAY, 28 APR 2016
Robo-advice is set to have the greatest impact on the financial services industry over the next five years, according to new member research by CFA Institute.

Trust in financial advice falling

KERRIE SYDEE  |  THURSDAY, 28 APR 2016
RaboDirect's Financial Health Barometer has revealed that Australians are becoming less trusting of financial advice, with only 29% of respondents stating they trusted financial advice in 2015, down from 40% in 2014.

Advisers shouldn't overlook workplace super

KERRIE SYDEE  |  WEDNESDAY, 27 APR 2016
Advisers looking to grow their businesses should not overlook workplace superfunds as a means of increasing revenue and their referral base, according to IOOF.

ASIC bans ex-NAB planner from the industry

ALEX BURKE  |  WEDNESDAY, 27 APR 2016
ASIC has permanently banned a former NAB adviser.