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Financial Planning

Wealth Within targets SMSFs with new platform

ALICE URIBE  |  WEDNESDAY, 2 OCT 2013
Financial services firm Wealth Within has inked deals with a number of big-name dealer groups and is looking to target accountants as it goes to market with its first platform offering.

BT launches women adviser network group

LAURA MILLAN  |  TUESDAY, 1 OCT 2013
BT Financial has launched Stella Network, an initiative to support women advisers and to encourage more women to pursue a financial planning career.

New adviser service speeds up dealer group creation

LAURA MILLAN  |  MONDAY, 30 SEP 2013
The growing adviser demand to operate under their own licence has prompted the partnership of two companies to assist advisers create their own dealer group.

Zurich adds income replacement product, increases platform presence

ALICE URIBE  |  MONDAY, 30 SEP 2013
Zurich has completed its suite of superannuation- based risk options with the launch of a superannuation income replacement product.

AFA unveils Female Excellence in Advice Finalists

LAURA MILLAN  |  FRIDAY, 27 SEP 2013
The Association of Financial Advisers (AFA) and TAL have unveiled the names of the finalists in the 2013 AFA Female Excellence in Advice Award, which recognises female financial advisers who are making a significant contribution to their profession ...

Select AM strengthens partnership with MGD Wealth

LAURA MILLAN  |  WEDNESDAY, 25 SEP 2013
MGD Wealth has added a third portfolio from Select Asset Management, further strengthening the companies' partnership.

Platforms hit $445bn record

ALEX DUNNIN  |  WEDNESDAY, 25 SEP 2013
Resurgent equity markets during 2012-13 and the fall in the AUD helped drive platform funds under advice up 17% during the year to reach $445 billion, its highest ever level.

van Eyk completes rebrand following NZ acquisitions

MARK SMITH  |  WEDNESDAY, 25 SEP 2013
Research and investment house van Eyk Research has completed its rebrand of Perpetual Asset Management and Perpetual Portfolio Management following its purchase of the two New Zealand businesses earlier this year.

Accountant gets 6 years jail for promoting tax avoidance scheme

MARK SMITH  |  TUESDAY, 24 SEP 2013
A Gold Coast accountant has been sentenced to 6 years jail for promoting a tax avoidance scheme to clients after the case was successfully brought forward by Project Wickenby, a cross-agency Government taskforce fighting against tax evasion, avoidance ...

ASIC accepts EU from two advice firms

LAURA MILLAN  |  TUESDAY, 24 SEP 2013
The Australian Securities and Investments Commission (ASIC) has accepted enforceable undertakings from two financial planning firms.