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Financial Planning

Fiducian acquires three fin planning firms

LINDA HAUSKEN  |  FRIDAY, 31 AUG 2012
The non-bank aligned financial services organisation Fiducian Portfolio Services has acquired three small financial planning firms, adding $65 million to its existing $1 billion of funds under advice to the firm.

FMD acquires two fin planning firms

LINDA HAUSKEN  |  THURSDAY, 30 AUG 2012
Melbourne based independently owned financial planning practice FMD Financial has acquired Investwell Financial Planning and Financial Lifestyle Managers, adding over $160 million of funds under advice (FUA) to the firm.

QLD adviser cops five year ban

LINDA HAUSKEN  |  TUESDAY, 21 AUG 2012
ASIC has banned Brisbane adviser Janeece Norma Giraldo from providing financial services for five years after she failed to comply with a number of Australian financial laws.

FPA to push advice via social media

MELANIE TIMBRELL  |  MONDAY, 20 AUG 2012
The FPA has launched a social media heavy campaign as part of its 12th Financial Planning Week.

Macquarie focuses on independents with Visor

MELANIE TIMBRELL  |  THURSDAY, 16 AUG 2012
Macquarie has renamed its financial planning software for independent advisers Visor, following last week's sale of the COIN business to Rubik.

HNW clients give brokers the 'thumbs down'

MELANIE TIMBRELL  |  FRIDAY, 10 AUG 2012
Failure by stockbrokers to adapt models to target what matters most to high net worth (HNW) clients has seen an exodus from traditional relationships.

Unprecedented nominations for AFA Advisers awards

LINDA HAUSKEN  |  THURSDAY, 9 AUG 2012
Entries in the Association of Financial Advisers Female Excellence in Advice Award 2012 have now closed, with the number of nominations (130) up over a fifth (23%) on last year.

Patron grows adviser numbers

LINDA HAUSKEN  |  THURSDAY, 9 AUG 2012
Patron Financial Advice will continue to grow its adviser numbers over the next year due to constant demand from the advice sector that is currently dissatisfied with institutional dealer groups.

UK adviser offered 50% PI discounts

ALEX DUNNIN  |  TUESDAY, 7 AUG 2012
UK wealth intermediary group Tenet has introduced a 50% discount on the cost of professional indemnity (PI) insurance for advisers promoting risk-rated multi-asset funds.

Talkin' bout my generation

LINDA HAUSKEN  |  TUESDAY, 7 AUG 2012
Two leading industry associations expect the next generation of advice clients to be attracted to financial advisers possessing the right soft skills, industry-specific education and strong ethics.