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Financial Planning

Spring lists on ASX

MARK SMITH  |  TUESDAY, 10 MAR 2015
Spring Financial Group has officially listed on the Australian Securities Exchange.

Demand for ethical investments soars

ALEX BURKE  |  TUESDAY, 10 MAR 2015
Ethically-screened FUM monitored by the Ethical Advisers' Co-operative has increased by 18% in the past 12 months to $910 million.

Hagger defends NAB advice, brushes off independent review

ALEX BURKE  |  MONDAY, 9 MAR 2015
NAB Wealth chief executive Andrew Hagger has defended the bank's internal advice review processes to the Senate economics references committee.

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
Advice business mergers and acquisitions are set to reach unprecedented levels in 2015 thanks to regulatory certainty and an increasing demand for independent financial advice.

Intergenerational Report shows need for financial advice

ALEX BURKE  |  FRIDAY, 6 MAR 2015
The Treasury's Intergenerational Report highlights the importance of financial advice, according to the Financial Planning Association of Australia.

NAB to face Senate grilling over advice scandal

LAURA MILLAN  |  FRIDAY, 6 MAR 2015
National Australia Bank (NAB) head of wealth Andrew Hagger will face tough questioning from the Senate Economics Committee at a hearing in Melbourne this afternoon.

What becomes of the broken hearted?

TREVOR HARRIS  |  FRIDAY, 6 MAR 2015
The period between separation and divorce is fraught with estate planning dangers, CommInsure national technical manager Alex Koodrin said at a recent Financial Standard Technical Services Forum in Sydney.

Employers must do more to promote ethical culture

MARK SMITH  |  THURSDAY, 5 MAR 2015
Legislation will not be enough to promote an ethical financial services industry which engenders trust, according to CFA Institute.

HLB Mann Judd launches Asia-focused business

MARK SMITH  |  THURSDAY, 5 MAR 2015
HLB Mann Judd has launched a new business targeting Asian investors looking for opportunities in Australia and New Zealand, as well as domestic businesses seeking to expand into the Asian region.

US fiduciary reforms will rock pension funds

ALEX DUNNIN  |  THURSDAY, 5 MAR 2015
US financial advice experts are again warning that proposed requirements to introduce fiduciary obligations on people and entities providing advice will rock the retirement fund sector.