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Financial Planning

Premium signs up three accounting practices

MARK SMITH  |  FRIDAY, 10 OCT 2014
Dealer group Premium Wealth Management has signed up three new accounting practices keen to add financial planning operations to their businesses.

OneVue cuts deal with Spring FG

ALICE URIBE  |  FRIDAY, 10 OCT 2014
OneVue has formed the first of what it says will be several new private label partnerships aimed at expanding its SMSF footprint.

One third of risk advisers non-compliant, ASIC says

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
Financial advisers specialising in life insurance must lift the quality of advice and ensure that the interests of their clients are given priority, the Australian Securities and Investments Commission (ASIC) has said.

Adviser trust improves client outcomes

MARK SMITH  |  TUESDAY, 7 OCT 2014
Financial advisers imbued with the most trust by their clients are better qualified and more experienced than their counterparts, according to research by the Beddoes Institute.

Paradigm acquires Melbourne-based practice

MARK SMITH  |  TUESDAY, 7 OCT 2014
Melbourne-based advisory firm Paradigm Wealth Management has almost doubled its funds under advice to $350 million following the acquisition of independent planning practice, Portfolio Managers.

Findex close to acquiring Crowe Howarth

MARK SMITH  |  TUESDAY, 7 OCT 2014
Findex and Crowe Howarth have entered into a share implementation agreement under which Findex proposes to acquire all the shares of Crowe Howarth for $137 million.

Innovation to drive 2014 AFA Conference

MARK SMITH  |  THURSDAY, 2 OCT 2014
The upcoming Association of Financial Advisers (AFA) National Conference is looking into the industry's post-FoFA future and focusing this year's event on the theme of innovation.

Poor advice forces changes to SMSF practice

LAURA MILLAN  |  THURSDAY, 2 OCT 2014
A self-managed super fund (SMSF) advice business has been forced to improve its advice processes over concerns that it was providing poor advice to clients.

Coalition secures PUP support on FoFA vote

LAURA MILLAN  |  THURSDAY, 2 OCT 2014
The Coalition defeated a Labor motion to disallow the changes to the Future of Financial Advice (FoFA) legislation after it secured the support from Palmer United Party (PUP) and other crossbench Senators.

ASIC suspends advice firm for three months

LAURA MILLAN  |  WEDNESDAY, 1 OCT 2014
The Australian Securities and Investments Commission (ASIC) has suspended a boutique financial planning practice for three months after it failed to comply with its compliance obligations.