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Financial Planning

Less than a fifth of SMSFs under advice

ALEX BURKE  |  FRIDAY, 5 JUN 2015
According to AMP Capital research, just 17% of self-managed super fund trustees use a financial adviser.

Don't rage against the machine

MARK SMITH  |  THURSDAY, 4 JUN 2015
Financial services professionals must embrace robo advice rather than fear it, according to industry research veteran Maggie Callinan.

IRESS acquires boutique firm

LAURA MILLAN  |  THURSDAY, 4 JUN 2015
IRESS will embed relevant content for financial advisers and their clients to its wealth management solutions after acquiring a personal finance content provider.

AustralianSuper backs CFA Code

DARREN SNYDER  |  THURSDAY, 4 JUN 2015
AustralianSuper believes the Chartered Financial Analyst (CFA) Asset Manager Code of Professional Conduct underpins the minimum standards within the super fund's investment agreements.

TAL Risk Academy receiving "record" applications

ALEX BURKE  |  THURSDAY, 4 JUN 2015
TAL's ongoing education initiative, the Risk Academy, is receiving high volumes of adviser applications.

Marketing could double financial services revenue

ALEX BURKE  |  THURSDAY, 4 JUN 2015
Financial services companies with integrated sales and marketing teams can nearly double their chances of growing revenue, according to Peter Strohkorb Consulting International chief executive Peter Strohkorb.

Remuneration has no bearing on advice quality

ALEX BURKE  |  TUESDAY, 2 JUN 2015
The head of Bombora Advice, which has just acquired two new financial advice practices, has defended commission based remuneration structures for risk advisers.

Banned for taking $4m from SMSFs

LAURA MILLAN  |  MONDAY, 1 JUN 2015
A Gold Coast businessman has been banned from the financial services industry for taking $4 million from self-managed super fund (SMSF) investors to fund his own real estate investments.

Infocus looking to expand advice services

DARREN SNYDER  |  FRIDAY, 29 MAY 2015
Infocus Wealth Management says it is in discussion with organisations and employer groups to further its outsourced financial advice services nationally.

ASIC planner deadline looms

ALEX BURKE  |  FRIDAY, 29 MAY 2015
The deadline for applications to ASIC's financial advisers register is tomorrow.