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Financial Planning

Technology and collaboration to drive financial advice

KERRIE SYDEE  |  THURSDAY, 14 APR 2016
Australians want more collaboration with their financial advisers but only 21% are getting in touch monthly, according to new research from Salesforce.

Beddoes Institute announces MTA award winners

WHITNEY FITZSIMMONS  |  WEDNESDAY, 13 APR 2016
The 2015 winners of the Beddoes Institute inaugural Most Trusted Adviser Network (MTA) Awards have been announced.

AZ NGA acquires Fortnum-aligned advice group

ALEX BURKE  |  WEDNESDAY, 13 APR 2016
AZ Next Generation Advisory has acquired a Sydney-based Fortnum-aligned advice group.

AIOFP retains industry super consultant

DARREN SNYDER  |  WEDNESDAY, 13 APR 2016
The Association of Independently Owned Financial Professionals has retained Barbara Ryland Consulting to manage the financial advice solutions that it will offer industry superannuation funds.

QuietGrowth adds multi-risk portfolios

ALEX BURKE  |  TUESDAY, 12 APR 2016
Robo-advice provider QuietGrowth has introduced multi-risk portfolios, along with a new client-side mobile app.

Fortnum debuts integrated advice platform

KERRIE SYDEE  |  TUESDAY, 12 APR 2016
Fortnum Financial Advisers has developed a professional advice framework in partnership with consultancy Good Advice Solutions to help advisers accurately diagnose a client's financial needs, meet their legal responsibilities and grow their businesses.

State Street expands in Melbourne

WHITNEY FITZSIMMONS  |  TUESDAY, 12 APR 2016
Global firm State Street Corporation is expanding its Melbourne office to underpin its commitment to servicing superannuation funds and asset managers in Victoria.

DeVere chief defends Panama privacy

ALEX BURKE  |  FRIDAY, 8 APR 2016
DeVere Group chief executive Nigel Green has come out in support of "Panama-style" financial privacy.

ETFs moving to mainstream

KERRIE SYDEE  |  THURSDAY, 7 APR 2016
The growing adoption of ETFs by aligned dealer groups is pushing the product into the mainstream, with 2 in 5 planners now using ETFs as a core investment choice for client portfolios according to new research from Betashares and Investment Trends.

Affluence launches new fee model to help investors and charity

WHITNEY FITZSIMMONS  |  THURSDAY, 7 APR 2016
Affluence Funds Management has adopted a unique fee structure that charges no fee unless it makes a positive return and donates 10% of any performance fees it receives to charity.