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Vanguard to launch retirement income tool
ELIZA BAVIN  |  TUESDAY, 23 FEB 2021
Vanguard has announced it is launching the Vanguard Retirement Income Builder tool for financial advisers.
CountPlus profit down 53%
ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
The ASX-listed advice and accounting group posted a significant drop in net profit from $11.9 million to $5.5 million in its half-year results.
HUB24, Netwealth top platform rankings
JAMIE WILLIAMSON  |  MONDAY, 22 FEB 2021
Investment Trends' latest look at the platforms space has seen HUB24 just inch out Netwealth for the lead when it comes to overall functionality.
Wealth group makes acquisition
ANNABELLE DICKSON  |  MONDAY, 22 FEB 2021
A subsidiary of ASX-listed accounting firm Kelly+Partners has made a tuck-in acquisition of a financial services group on the New South Wales Central Coast.
Limited advice overdue for disruption
KARREN VERGARA  |  THURSDAY, 18 FEB 2021
There are clear opportunities to disrupt intra-fund and general advice that the industry is overlooking, shunning everyday Australians that need it most, according to superannuation experts.
Connectus empowers advisers with Excelerate
JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
International wealth management firm Connectus Wealth Advisers is set to roll out a new program aimed at increasing adviser efficiency, driving scale and enhancing the client experience and outcomes.
The future of quality advice: SMSFA
ANNABELLE DICKSON  |  THURSDAY, 18 FEB 2021
Investing in tools and data integration, being clear in value proposition and proactively monitoring client portfolios will ensure the future of a quality financial advice business.
Count Financial expands national reach
ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
Count Financial has announced three new firms have been added to its national network of advice businesses.
Invest Blue offers managed account solution
ELIZA BAVIN  |  MONDAY, 15 FEB 2021
Cornerstone portfolios will be made available on BT Panorama for Invest Blue clients.
Super scammer permanently banned
ELIZABETH MCARTHUR  |  MONDAY, 15 FEB 2021
ASIC has permanently banned a former financial adviser, Daniel McSweeny, after he was previously banned for five years.
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