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Financial Planning

Westpac insurance adviser gets permanent ban

LAURA MILLAN  |  THURSDAY, 13 AUG 2015
A Westpac financial planner has been permanently banned for submitting false insurance policy proposals to the bank to obtain benefits for himself.

Berkeley scientist develops game for advice clients

MARK SMITH  |  THURSDAY, 13 AUG 2015
Capital Preferences has designed a new tool to help financial advisers better understand their clients' and, in turn, help them make better investment decisions, with the help of a scientist from the University of California, Berkeley.

Macquarie advisers defect to start independent firm

LAURA MILLAN  |  WEDNESDAY, 12 AUG 2015
Four senior executives and financial planners from Macquarie Private Wealth (MPW) have left the group to start their own non-aligned boutique advice firm.

Centrepoint in talks to build ex-insto advice network

ALEX BURKE  |  TUESDAY, 11 AUG 2015
More advice practices are looking to depart institutionally-aligned dealer groups and join independent licensees, according to Centrepoint Alliance.

Crowe Horwath progressing growth ambitions

MARK SMITH  |  TUESDAY, 11 AUG 2015
Six months on from the merger with Findex, Crowe Horwath is looking to broaden its financial advice offering by offering a full-service model to family offices.

Australians seeing Centrelink as "life insurance substitute"

ALEX BURKE  |  MONDAY, 10 AUG 2015
Too many Australians don't understand the purpose of life insurance and see the National Disability Insurance Scheme and Centrelink as effective substitutes, suggests research commissioned by Zurich and the Financial Planning Association of Australia ...

Industry fund advice on the rise

ALEX BURKE  |  MONDAY, 10 AUG 2015
Advice services in the not-for-profit super fund sector are expected to grow by 43% over the next four years, research by Industry Super Australia (ISA) and the Australian Institute of Superannuation Trustees (AIST) suggests.

Bendigo wealth earnings fall 20pct despite acquisition

LAURA MILLAN  |  MONDAY, 10 AUG 2015
Bendigo and Adelaide Bank cash earnings for its wealth management division are down 20.5%, despite the recent acquisition of a stake in a superannuation fund.

New guide teaches social media best practice

MARK SMITH  |  MONDAY, 10 AUG 2015
Zurich Financial Services Australia has launched a series of case studies that promote best practice by financial advisers in the use of social media and digital marketing.

Fitzpatricks growth burst all part of the plan

ALEX BURKE  |  FRIDAY, 7 AUG 2015
Recent high-profile adviser recruitments at Fitzpatricks Private Wealth are part of a "steady growth rate at a bigger scale," according to chief executive John Woodley.