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Financial Planning

Pay rises better at non-aligned firms

MARK SMITH  |  THURSDAY, 30 JUL 2015
Advisers at independent firms received better pay rises in the last financial year than those at institutionally aligned groups, according to the latest remuneration survey from industry consultancy The Dawson Partnership.

Financial advice is a boring game

ALEX BURKE  |  THURSDAY, 30 JUL 2015
Approached as a game, financial advice is boring and unappealing for prospective clients, argued PortfolioConstruction Forum chief finology officer Dr. David Lazenby.

Social adviser implores positivity for planners

DARREN SNYDER  |  WEDNESDAY, 29 JUL 2015
Founder of The Social Adviser, Baz Gardner, is encouraging financial advisers and planners to rally at the last hour and support the Positivity for Planners campaign.

Advisers need to collaborate

ALEX BURKE  |  WEDNESDAY, 29 JUL 2015
The financial advice industry depends on collaboration between planners, according to Complete Financial Balance principal Brendan Cox.

Wealth Enhancers departs Synchron, goes independent

ALEX BURKE  |  TUESDAY, 28 JUL 2015
Generation Y-targeted advice firm Wealth Enhancers has set up its own Australian Financial Services Licence (AFSL).

NZ looks to Trowbridge for life reforms

ALEX BURKE  |  TUESDAY, 28 JUL 2015
New Zealand's Financial Services Council (FSC) has commissioned a report on life insurance advice, with Life Insurance and Advice Working Group chair John Trowbridge selected as an adviser for the project.

Industry giants ramp up adviser ethics training

LAURA MILLAN  |  TUESDAY, 28 JUL 2015
Financial planners from Australia's top financial institutions will receive ethics and moral psychology training, following major scandals in their advice divisions.

Aligned execs join Fortnum in advice arm restructure

LAURA MILLAN  |  MONDAY, 27 JUL 2015
Fortnum Financial Group has restructured its advice arm and appointed executives from IOOF-owned Shadforth Financial Group, Commonwealth Bank and AMP-owned Genesys and Charter Financial Planning.

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
Recent high-profile mergers and acquisitions of aligned advisers by independent groups are a sign of a growing trend.

IOOF merges two licences

ALEX BURKE  |  FRIDAY, 24 JUL 2015
IOOF has merged licences My Adviser and Plan B into Consultum and Shadforth.