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Financial Planning

Robert Lipman re-brands, appoints MD

ALEX BURKE  |  TUESDAY, 17 NOV 2015
Advice firm Robert Lipman & Associates has changed its name and appointed a new managing director.

Japan does a double double-dip

BENJAMIN ONG  |  TUESDAY, 17 NOV 2015
The economy has slid back into recession with real GDP contracting at an annualised rate of 0.8% in the third quarter that followed a 0.7% decline in the June quarter - that's recession number four or double double-dips since the global financial crisis.

New Topdocs tool speeds SMSF application

MARK SMITH  |  MONDAY, 16 NOV 2015
Legal document provider Topdocs has developed a quick and easy way for new SMSFs to register for an ABN and Tax File Number through its new Instant SMSF online application.

Macquarie to enter robo-advice sector

ALEX BURKE  |  MONDAY, 16 NOV 2015
Macquarie will soon offer a digital advice service across all standard asset classes.

StatePlus talking to super funds of all sizes

DARREN SNYDER  |  MONDAY, 16 NOV 2015
StatePlus is looking to grow its financial planning business, beginning new discussions at several funds about outsourcing advice.

Paris adds to the "why nots" for a December lift-off

BENJAMIN ONG  |  MONDAY, 16 NOV 2015
To be sure, like the Madrid and London bombings, and 9/11, financial markets would regain their composure in no time after the Paris attacks.

Banks to follow NAB's life insurance exit

ALEX BURKE  |  FRIDAY, 13 NOV 2015
More Australian banks will follow NAB's exit from manufacturing life insurance, according to Rice Warner chief executive Michael Rice.

Vanguard wins adviser vote

ALEX BURKE  |  WEDNESDAY, 11 NOV 2015
Vanguard has taken the lead as financial advisers' most-used fund manager.

Robo revolution to benefit human advisers

MARK SMITH  |  TUESDAY, 10 NOV 2015
Digital advice tools should be seen as an opportunity, not a threat for the traditional advice market in the United States, according to the UB-based global analytics firm Cerulli Associates.

ASIC bans SMSF adviser

ALEX BURKE  |  MONDAY, 9 NOV 2015
ASIC has permanently banned a former self-managed superannuation fund adviser.