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Financial Planning

ASIC bans former NAB-aligned adviser

ALEX BURKE  |  THURSDAY, 17 SEP 2015
ASIC has banned a former adviser from Meritum Financial Group, which is wholly owned by NAB.

AFA announces awards finalists

ALEX BURKE  |  WEDNESDAY, 16 SEP 2015
The Association of Financial Advisers has announced the finalists for its 2015 awards.

ANZ senior manager leaves to set up consultancy

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
ANZ senior manager of mandate research will set up his own consultancy, as the bank streamlines the Office of the CIO division.

TAL, Zurich dominate life awards

ALEX BURKE  |  TUESDAY, 15 SEP 2015
TAL and Zurich provide the best value life insurance products, according to Canstar's 2015 Star Ratings Report.

IOOF appoints head of best advice

LAURA MILLAN  |  MONDAY, 14 SEP 2015
IOOF has appointed an SFG Australia executive to the role of head of best advice, following media leaks that revealed misconduct within the advice research division.

PractiFI expands with $1.3m seed funding

ALEX BURKE  |  MONDAY, 14 SEP 2015
Financial advice practice administration platform PractiFI has closed its seed funding round after raising capital to expand overseas.

Mercer handed fine for unlicensed advice in Singapore

MARK SMITH  |  THURSDAY, 10 SEP 2015
The Monetary Authority of Singapore has fined Mercer Singapore S$15,000 ($15,100) for contraventions of the Financial Advisers Act.

NAB launches robo-advice platform

ALEX BURKE  |  THURSDAY, 10 SEP 2015
NAB has unveiled its new digital advice service for internet banking customers.

AIA outlines adviser support plan

ALEX BURKE  |  WEDNESDAY, 9 SEP 2015
AIA Australia has announced its plans to support financial advisers in the transition to the new life insurance framework.

PROFILE: Magellan chief investment officer Hamish Douglass

MARK SMITH  |  WEDNESDAY, 9 SEP 2015
Magellan Financial Group has outgrown its 1960s office block on Sydney's Castlereagh Street and co-founder Hamish Douglass is looking for new premises. But the manager of the highly successful Magellan Global Fund is worried the sites he's been shown ...