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Financial Planning

Advisers hitting SMSF service targets

LAURA MILLAN  |  THURSDAY, 11 JUL 2013
Adviser success in addressing the needs of self-managed superannuation funds (SMSF) is on the rise according to a new study by Macquarie Adviser services.

Planner platform satisfaction reaches record high

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
Planner satisfaction with platforms reached the highest level recorded in an annual Investment Trends' study's ten-year history, surpassing the high that was achieved in 2012.

PIS sees dramatic drop in adviser numbers

LAURA MILLAN  |  WEDNESDAY, 10 JUL 2013
Independent dealer group Professional Investment Services (PIS) has experienced a significant drop on adviser numbers in the last two years.

Self-education cap could prevent professional development

LAURA MILLAN  |  WEDNESDAY, 10 JUL 2013
The government's proposal to impose a $2,000 cap on tax deductions for self-education has raised concerns that the measure will impede professional development.

AdviserEdge Melbourne kicks off on 14 July

STAFF WRITER  |  TUESDAY, 9 JUL 2013
Financial services think tank The Social Adviser will be holding an encore version of its inaugural AdviserEdge Social Advice Summit in Melbourne from 14 July - 16 July.

Coalition confirms plans for FoFA amendments

LAURA MILLAN  |  TUESDAY, 9 JUL 2013
The Coalition has confirmed that it will amend the Future of Financial Advice (FoFA) regulation if it comes to power after the next federal elections.

ASIC bans Gateway Financial adviser permanently

LAURA MILLAN  |  MONDAY, 8 JUL 2013
The Australian Securities and Investments Commission (ASIC) has permanently banned a former Gateway Financial adviser, which is an authorised representative of Titanium Planners.

Kenyon Partners to get new name by October

LAURA MILLAN  |  MONDAY, 8 JUL 2013
Kenyon Partners is set to rename its business in October, the company's chief executive Paul Tynan has confirmed.

Corporate super advisers see revenue decline under FoFA

LAURA MILLAN  |  THURSDAY, 4 JUL 2013
The survival of corporate superannuation advice is at stake after the recent Future of Financial Advice (FoFA) and MySuper regulatory changes have made it difficult for advisers to secure revenue.

Lifewise joins independent dealer group

LAURA MILLAN  |  THURSDAY, 4 JUL 2013
Queensland-based Lifewise Wealth Protection has joint non-aligned dealer group Synchron.