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Financial Planning

Lonsec adds to retirement industry panel

KERRIE SYDEE  |  THURSDAY, 7 APR 2016
Lonsec Investment Consulting has added AB Global, Invesco, Investors Mutual Limited and State Street Global Advisers to its Lonsec Retire Industry Panel.

SME owners urged to streamline their retirement exit strategies

WHITNEY FITZSIMMONS  |  WEDNESDAY, 6 APR 2016
Over the next five years 40% of owners plan to leave their businesses, with 66% planning to use the profits from selling their businesses as their primary source of retirement income.

Retention key driver behind planner salary increases

KERRIE SYDEE  |  WEDNESDAY, 6 APR 2016
The Dawson Partnership 2016 Financial Planning Remuneration Trends Survey revealed 31% of the 25% of employers increasing remuneration were doing so as part of a retention strategy to retain valued employees.

Infocus purchases another advice business

DARREN SNYDER  |  TUESDAY, 5 APR 2016
Privately-owned Infocus Wealth Management has acquired its fourth financial advice business in the space of two years, underlining the group's succession plan and wider strategy.

Accountants should beware AFSL traps

ALEX BURKE  |  MONDAY, 4 APR 2016
Accountants should be careful in choosing the right licensee if they want to continue providing SMSF advice from July 1, according to Connect Financial Service Brokers chief executive Paul Tynan.

The lucky country may not be so for future generations

WHITNEY FITZSIMMONS  |  MONDAY, 4 APR 2016
New research from MLC reveals a third of Australian parents think lack of financial planning will prevent their children from enjoying the same lifestyle as them, with nearly 60% of the 2,000 surveyed saying the next generation will never own their own ...

Decimal launches insto robo-advice packages

ALEX BURKE  |  FRIDAY, 1 APR 2016
Decimal has launched two robo-advice tools aimed at the institutional sector.

AMP and Topdocs partner for SMSF service

ALEX BURKE  |  THURSDAY, 31 MAR 2016
AMP has partnered with legal document provider Topdocs to provide SMSF documentation services through its SuperConcepts SMSF business.

Advice firm made to take specialist SMSF training

ALEX BURKE  |  THURSDAY, 31 MAR 2016
ASIC has requested all advisers in an SMSF advice firm complete specialist training following an investigation.

Nominations open for 2016 MAX Awards

MICHELLE BALTAZAR  |  THURSDAY, 24 MAR 2016
The financial services industry's marketing, advertising and sales excellence awards, the 2016 MAX Awards, will be held on the 23rd of June at the Museum of Contemporary Art in Sydney. Nominations are now open.