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Financial Planning

Women to inherit 70% of intergenerational wealth: report

MICHELLE BALTAZAR  |  MONDAY, 26 OCT 2015
The stakes are high when it comes to providing financial advice to women, particularly as they are predicted to inherit the bulk of the intergenerational wealth transfer in the next few decades; yet at the same time, are hampered by lower pay and earnings ...

Kylie George wins AFA Rising Star Award

MARK SMITH  |  MONDAY, 26 OCT 2015
Kylie George of Harvest Wealth has been named the 2015 AFA Rising Star.

AMP wealth earnings down post-Genesys closure

ALEX BURKE  |  FRIDAY, 23 OCT 2015
AMP's wealth management arm has seen a 49% dip in net cashflow in the third quarter to September 2015 (compared to the previous corresponding period).

Futuro makes five key appointments

ALEX BURKE  |  FRIDAY, 23 OCT 2015
Futuro has appointed four new planners and a client service coordinator across its aligned practices.

AFA appoints member services manager

ALEX BURKE  |  FRIDAY, 23 OCT 2015
The Association of Financial Advisers has appointed a new member services manager.

Imputation's economic effects unclear: research

DARREN SNYDER  |  FRIDAY, 23 OCT 2015
Researchers openly admit they don't know anywhere near as much as they would like to about the implications of dividend imputation forming economic policy.

Santa Mario brings cheers

BENJAMIN ONG  |  FRIDAY, 23 OCT 2015
"The degree of monetary-policy accommodation will need to be reviewed at our December meeting when new macroeconomic projections will be available. We want to be vigilant, as people used to say in the old times."

BT Panorama aiming at advisers and SMSFs

DARREN SNYDER  |  THURSDAY, 22 OCT 2015
BT Financial Group's Panorama wealth operating system has reached a tipping point where the infrastructure is built and over the next year several releases will come to market.

Estate planning key to holistic advice

ALEX BURKE  |  THURSDAY, 22 OCT 2015
Integrated estate planning services will become a critical competitive advantage in financial advice, according to Australian Unity Personal Financial Services chief executive Steve Davis.

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
AZ Next Generation Advisory (AZ NGA) has taken a 51% stake in a Sydney advice firm.