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Financial Planning

FPA promises continuity in leadership succession

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
The Financial Planning Association (FPA) chairman Neil Kendall said that the organisation's strategy has not changed, despite the leadership reshuffle. "We have just changed the bus driver," he said.

Advice M&A deals boom after years of stagnation

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
Mergers and acquisitions of advice practices are happening at an unprecedented level due to excellent market conditions, according to Forte Asset Management director Steven Prendeville.

Women program to reach all CBA advisers

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
CBA's advice arm will extend its Woman and Financial Planning education program to all of its 600 employed planners.

Rantall to step down as FPA CEO

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
Financial Planning Association (FPA) chief executive Mark Rantall will step down after five years in the role and will be replaced by an FPA executive.

No December lift off? Small chance

BENJAMIN ONG  |  THURSDAY, 19 NOV 2015
The certainty of a lift-off next month has risen to 72% (fed funds futures pricing) from 70% at the end of last week from 7% last month.

StatePlus adopts FPA professional practice program

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
The 138 advisers operating under retirement advice group StatePlus have adopted the Financial Planning Association's (FPA) Professional Practice program.

Madison FG grows advisers by 20%

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
Independent dealer group Madison Financial Group has experienced a 20% increase in adviser numbers over the last year.

Treasurer calls for planners to enter China

DARREN SNYDER  |  WEDNESDAY, 18 NOV 2015
Federal Treasurer Scott Morrison has reignited calls for financial services and planners to enter the Chinese market and further develop competitive advantages established in Australia's sophisticated system.

Findex announces major business restructure

ALEX BURKE  |  WEDNESDAY, 18 NOV 2015
Findex has announced it will transition to a new operating model which will be carried across to all businesses in the group.

Appetite for international shares up 50% with major broker

MARK SMITH  |  TUESDAY, 17 NOV 2015
CommSec, Australia's largest online broker, has seen a sharp increase in demand for foreign owned shares.