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Financial Planning

Elders Rural sale a growth prospect

LAURA MILLAN  |  FRIDAY, 10 MAY 2013
Elders Rural Services (ERS) sale process is "proceeding well," according to Elders Financial Planning chief executive Helen Lorigan.

SFG pursues mergers on WHK suspension

ALICE URIBE  |  WEDNESDAY, 8 MAY 2013
Financial advice firm SFG Australia (SFGA) is actively pursuing mergers with other accountancy firms, after making the decision to withdraw its proposal with WHK (WHK) Group yesterday.

ASIC warns planners, be careful who you hire

JAMES FERNYHOUGH  |  TUESDAY, 7 MAY 2013
The Australian Securities and Investment Commission has warned financial services licensees to be cautious when hiring new advisers.

BT eyes accountants with new platform

LAURA MILLAN  |  TUESDAY, 7 MAY 2013
BT Financial Group is preparing to address trends in the financial services industry with the launch of the NextGen platform, which eyes both accountants and self-managed super funds (SMSF).

AMP announces national awards recipients

JAMES FERNYHOUGH  |  TUESDAY, 7 MAY 2013
AMP's Charter Financial Planning, has announced the recipients of the Gerald Lippman Perpetual Trophy and the National Value of Advice Award.

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.