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Financial Planning

Advice GM leaves ANZ

ALEX BURKE  |  TUESDAY, 9 FEB 2016
ANZ's general manager advice and open market channels has announced he will leave the bank to pursue other opportunities.

GBST extends $8bn IFA partnership

ALEX BURKE  |  MONDAY, 8 FEB 2016
GBST has extended its managed services agreement with an $8 billion independent financial advice firm.

AdviserLogic launches updated platform

ALEX BURKE  |  FRIDAY, 5 FEB 2016
Software provider AdviserLogic has launched AdviserLogic 2.0, the next iteration of its financial planning platform.

ASIC bans ex-NAB adviser

ALEX BURKE  |  THURSDAY, 4 FEB 2016
ASIC has banned a former NAB adviser for seven years.

HLB Mann Judd launches estate planning

DARREN SNYDER  |  THURSDAY, 4 FEB 2016
Superannuation funds have been ramping financial advice services but they are not likely to enter the underdeveloped estate planning market in the near future.

Advisers under the Periscope

MICHELLE BALTAZAR  |  THURSDAY, 4 FEB 2016
Forget cave-man communication. For those who can't physically make it to one financial advice event next week, there is always Periscope.

Netwealth is highest-rated adviser platform

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
Advisers prefer the netwealth investment platform in terms of full functionality, according to Investment Trends research.

ANZ reduces 146 Oasis staff in Macquarie partnership

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
ANZ and Macquarie have partnered to develop a new wrap platform for ANZ advisers.

CBA says most customers received appropriate advice

ALEX BURKE  |  TUESDAY, 2 FEB 2016
The fourth update on CBA's Open Advice Review has been released, which the bank said is evidence that the "majority of customers" assessed so far received appropriate advice.

AZ NGA acquires second RI Advice practice

ALEX BURKE  |  TUESDAY, 2 FEB 2016
AZ Next Generation Advisory has acquired its eighth financial advice practice, the second from the RI Advice Group.