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Financial Planning

Australian Unity acquires four practices

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
Australian Unity Personal Financial Services has acquired four new advice practices.

Best Practice Managed Accounts Forum 2015 registrations open

MARK SMITH  |  TUESDAY, 1 SEP 2015
Registrations are now open for the Financial Standard Best Practice Managed Accounts Forum 2015, which will be held in Sydney on October 8.

Planners ready for Trowbridge

ALEX BURKE  |  MONDAY, 31 AUG 2015
Around 80% of planners are prepared to make changes to their business models should the Trowbridge recommendations be implemented, according to Investment Trends research.

Fiducian reports growth after restructure

STAFF WRITER  |  FRIDAY, 28 AUG 2015
Fiducian net profit after tax grew 28% for the year to 30 June 2015, during which the financial planning group restructured and acquired a number of advice businesses.

Shaw lands wave of Macquarie advisers

ALEX BURKE  |  THURSDAY, 27 AUG 2015
Shaw and Partners, formerly Shaw Stockbroking, has expanded its new financial advice team with five new appointments, including four ex-Macquarie advisers.

Countplus profit hit by end of loyalty payments

MARK SMITH  |  THURSDAY, 27 AUG 2015
Countplus has seen its after-tax profit fall 12.2% as loyalty payments paid by Commonwealth Bank ended.

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
Separately managed accounts are the ideal solution for clients with lower balances from both a practice management and client outcome perspective, according to research by JBWere.

Intra-fund advice can be improved: WSSA

DARREN SNYDER  |  WEDNESDAY, 26 AUG 2015
Workplace Super Specialists Australia (WSSA) chief executive Douglas Latto believes more can be done to improve intra-fund advice for superannuation members in a system that is currently reactive and lacking penetration.

ClearView life insurance drives $20m profit

ALEX BURKE  |  WEDNESDAY, 26 AUG 2015
ClearView has boosted its net profit after tax to $20.5 million in FY2015, up 4% on the previous year.

Industry fund competes directly with advice networks

LAURA MILLAN  |  WEDNESDAY, 26 AUG 2015
An industry superannuation fund has set up a nationwide network of advisers accredited under the Financial Planning Association (FPA) Professional Practice program.