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Financial Planning

Aon Hewitt partners with EQT

JAMES FERNYHOUGH  |  FRIDAY, 28 JUN 2013
Aon Hewitt has selected Equity Trustees Limited (EQT) to provide an estate planning referral service for its advisers.

WHK renames to Crowe Horwath

LAURA MILLAN  |  FRIDAY, 28 JUN 2013
WHK Group shareholders have decided to change the company's name to Crowe Horwath Australasia.

But industry bodies see FoFA delay "unlikely"

LAURA MILLAN  |  FRIDAY, 28 JUN 2013
Financial industry bodies have said a delay of the Future of Financial Advice (FoFA) regulation asked for yesterday by the Financial Services Council (FSC) chief executive John Brogden is "unlikely".

UK RDR market impacts gathering pace

ALEX DUNNIN  |  FRIDAY, 28 JUN 2013
Four in 10 UK financial advisers believe that, due to the impact of the Retail Distribution Review, within three years they will have closed down, merged or been acquired.

Former Everest CEO banned from financial services

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
Former chief executive of Everest Financial Group Jeremy Michael Reid has been banned from the financial services industry for two years.

Robbie Bennetts takes stake in Beacon

MARK SMITH  |  THURSDAY, 27 JUN 2013
Former Professional Investment Services (PIS) managing director Robbie Bennetts will take a stake in recently formed independent dealer group Beacon Financial Group.

Guardian Advice invests in WA planning firm

MARK SMITH  |  WEDNESDAY, 26 JUN 2013
Risk specialist dealer group Guardian Advice has launched its new Practice Equity Model with its first equity investment in West Australian-based financial planning firm Capital Managers.

Centrepoint set to complete full AAP acquisition

LAURA MILLAN  |  WEDNESDAY, 26 JUN 2013
Centrepoint Alliance Limited is set to complete a full acquisition of Associated Advisory Practices Group (AAP) and Associated Advisory Practices Group Number 2 (AAP2).

AFA Adviser of the Year hands back AFSL, joins Affinia

LAURA MILLAN  |  WEDNESDAY, 26 JUN 2013
Adviser Troy Edmondson has handed back his Australian financial services licence (AFSL) and is going to joining Affinia because compliance obligations were taking him away from his clients, he said.

Whittaker Macnaught advisers to operate under Financial Wisdom

LAURA MILLAN  |  TUESDAY, 25 JUN 2013
Former Whittaker Macnaught advisers will operate under Commonwealth Bank-owned Financial Wisdom Australian Financial Services Licence (AFSL).