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Financial Planning

AFA makes three senior appointments

ALEX BURKE  |  TUESDAY, 2 FEB 2016
The Association of Financial Advisers has made three key appointments.

Advisers recommending imputation bonds to sidestep will worries

ALEX BURKE  |  FRIDAY, 29 JAN 2016
Advisers are increasingly recommending that retiree clients use imputation bonds to safely deliver bequests to beneficiaries, according to Austock Life head of IFA product and relationships Richard Atkinson.

Bell Direct to deliver "smarter robo-advice"

ALEX BURKE  |  THURSDAY, 28 JAN 2016
Online broker Bell Direct has partnered with Lincoln Indicators to give clients access to the Stock Doctor research platform.

ASIC accepts ClearView adviser EU

ALEX BURKE  |  WEDNESDAY, 20 JAN 2016
ASIC has accepted an enforceable undertaking from a ClearView Financial Advice representative.

ASIC bans former Macquarie planner

ALEX BURKE  |  TUESDAY, 19 JAN 2016
ASIC has given a former Macquarie Equities employee a three-year ban.

Buffett brings adviser PI products to Australia

ALEX BURKE  |  TUESDAY, 19 JAN 2016
Warren Buffett's Berkshire Hathaway Specialty Insurance Company (BHSI) has announced it is introducing professional indemnity products in Australia, including one for financial planners.

JBWere announces UBS deal

ALEX BURKE  |  TUESDAY, 19 JAN 2016
JBWere has announced a strategic alliance with UBS focusing on improving its private wealth strategy services.

Robo-advice challenged by price expectations

ALEX BURKE  |  MONDAY, 18 JAN 2016
Robo-advice providers will have to contend with the widespread expectation that their services should be free.

Asteron creates LIF-ready adviser commissions

ALEX BURKE  |  MONDAY, 18 JAN 2016
Asteron Life has announced a new selection of adviser commission options for its life insurance products.

Adviser pleads guilty following ASIC sting

ALEX BURKE  |  FRIDAY, 15 JAN 2016
A former financial adviser has pleaded guilty in the Maroochydore Magistrates Court to dishonest conduct following an ASIC investigation.