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Financial Planning

Spring FG to expand across Australia

LAURA MILLAN  |  MONDAY, 30 NOV 2015
Spring Financial Group is planning to expand its adviser network across Australia and has set a goal of 80 to 100 franchises in the next five to eight years.

FoFA end marks start of new advice era

LAURA MILLAN  |  MONDAY, 30 NOV 2015
The passing of the last amendments to the Future of Financial Advice (FoFA) legislation puts the controversial bill to bed and marks the start of a new age for financial advisers.

Swiss franc surprise

BENJAMIN ONG  |  MONDAY, 30 NOV 2015
Speculations are that the Swiss National Bank (SNB) could follow up its recent verbal interventions with actual ones ahead of the near certainty that the European Central Bank (ECB) would boost its stimulus programme come 3 December.

Aged care, gold opportunity for advisers

LAURA MILLAN  |  FRIDAY, 27 NOV 2015
More than half of the people who need to deal with aged care management find it either "somewhat" or "very difficult," an attitude that creates a gold opportunity for advisers to help their clients.

Zurich restructures retail life insurance

ALEX BURKE  |  FRIDAY, 27 NOV 2015
Zurich has restructured its retail life insurance services, including reducing term and total and permanent disablement rates.

December moves

BENJAMIN ONG  |  FRIDAY, 27 NOV 2015
The Japanese central bank had been expected to expand its QQE measures as early last month. It hasn't.

Robo-advice to drive down advice fees

ALEX BURKE  |  THURSDAY, 26 NOV 2015
The proliferation of robo-advice services will likely drive down financial advice fees in general, FinaMetrica co-founder Paul Resnik warned.

AZ NGA acquires sixth practice

ALEX BURKE  |  THURSDAY, 26 NOV 2015
Paul Barrett's AZ Next Generation Advisory has acquired an advice firm operating under the Commonwealth Bank-owned Financial Wisdom licence.

Chill

BENJAMIN ONG  |  THURSDAY, 26 NOV 2015
Despite the gloomy domestic headlines, indications from which the RBA is directly in charge of - employment and inflation - are not on red alert levels.

Suncorp to drop aligned advice businesses

ALEX BURKE  |  WEDNESDAY, 25 NOV 2015
Suncorp Life has announced it will transition out of managing Guardian Advice and Suncorp Financial Planning.