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Financial Planning

CFS upgrades FirstChoice and FirstWrap platforms

MARK SMITH  |  TUESDAY, 7 MAY 2013
Colonial First State (CFS) has announced a range of enhancements to its FirstChoice and FirstWrap platforms to improve adviser efficiency and expand its offering to clients.

Industry pays tribute to Paul Riegelhuth

JAMES FERNYHOUGH  |  MONDAY, 6 MAY 2013
Paul Riegelhuth, founder and director of financial services provider Synchron, has died following an accident at his Melbourne home.

Planners race to plug gap in aged care advice

LAURA MILLAN  |  MONDAY, 6 MAY 2013
The wealth management industry has been slow to keep pace with the growing demand for aged care advice and those that have taken steps early in the game are already reaping the benefits.

Women don't trust financial advisers: research

LAURA MILLAN  |  FRIDAY, 3 MAY 2013
Women have little trust in financial advisers and have raised concerns about "product pushing," preliminary results of research about how women manage money have revealed

EBX launches online tool to purchase endowment bonds

LAURA MILLAN  |  THURSDAY, 2 MAY 2013
Newly-created technology company Endowment Bond Exchange (EBX) has launched today an online tool that allows financial planners and retail investors to invest in zero-coupon bonds, also known as endowment bonds.

Image of financial advisers still low

ALEX DUNNIN  |  THURSDAY, 2 MAY 2013
Financial planners are respected by almost twice as many people as union leaders, but they lag nurses, doctors, pharmacists and school teachers by more than three to one.

PIF Action Group questions ASIC decision on Wellington

LAURA MILLAN  |  WEDNESDAY, 1 MAY 2013
The Australian Securities and Investments Commission (ASIC) decision to drop the investigation into the Wellington Premium Income Fund (PIF) has angered the PIF Action Group.

Nominations open for AFA Excellence in Education award

LAURA MILLAN  |  WEDNESDAY, 1 MAY 2013
The Association of Financial Advisers (AFA) has opened the nominations for the sixth AFA Excellence in Education Award, which recognises advisers committed to lifelong learning.

New FPA member base shows changing face of industry

MARK SMITH  |  WEDNESDAY, 1 MAY 2013
An influx of Generation Y highlights the transformation of the public face of the financial planning industry, according to the Financial Planning Association (FPA).

Regulation blamed for perceived fall in advisers' ability

MARK SMITH  |  TUESDAY, 30 APR 2013
Lifeplan has blamed the uncertain regulatory environment for a perceived drop in the technical ability of financial planners.