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Financial Planning

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
Client data processing has always been a perennial pain in the back office because advisers have to re-key the same information multiple times. A new deal between netwealth and IRESS plans to change that.

New FPA chief steps up

ALEX BURKE  |  TUESDAY, 1 MAR 2016
The new Financial Planning Association's new chief executive has commenced his appointment, succeeding Mark Rantall.

OneVue partners with Sentry Group for adviser platform

ALEX BURKE  |  FRIDAY, 26 FEB 2016
OneVue has announced it is partnering with Sentry Group to deliver a new platform for Sentry's advice network.

Challenger unveils new technical services scholarship

MARK SMITH  |  THURSDAY, 25 FEB 2016
Challenger has revealed details of its new scholarship program to support the company's commitment to continuing education for financial services and advice professionals.

ClearView FUA hits $8bn

ALEX BURKE  |  WEDNESDAY, 24 FEB 2016
ClearView has announced its 2016 interim results, which show funds under advice have risen 9% to $8.1 billion.

IOOF boosts interim profit

ALEX BURKE  |  WEDNESDAY, 24 FEB 2016
IOOF has announced its interim results for 2016, demonstrating an underlying net profit boost of 18% to $95.4 million.

Shaw and Partners appoints three senior advisers

ALEX BURKE  |  TUESDAY, 23 FEB 2016
Shaw and Partners has appointed three new senior advisers, including another two Macquarie veterans.

Synchron announces LIF tech and referral arrangements

ALEX BURKE  |  TUESDAY, 23 FEB 2016
Following on from its partnership with AIA to create a Life Insurance Framework-friendly insurance product, Synchron has announced two new LIF support initiatives.

AMP upgrades platforms

MARK SMITH  |  MONDAY, 22 FEB 2016
AMP has made a range of enhancements to its existing platforms, including North, and launched a new platform called MyNorth.

HNWIs foresee bullish 2016

ALEX BURKE  |  SATURDAY, 20 FEB 2016
The majority of high-net-worth investors intend to use more of their cash reserves in 2016, according to research by deVere Group.