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Financial Planning

Mercer builds adviser reach

MELANIE TIMBRELL  |  TUESDAY, 22 MAY 2012
Mercer has increased its adviser reach following ANZ's appointment of the provider to its Australian Wealth and Private Banking businesses.

Optimistic outlook for industry growth: Research

LINDA HAUSKEN  |  TUESDAY, 15 MAY 2012
New research from AIA Australia, has revealed that advisers are overwhelmingly optimistic on the 12 month outlook for the industry, seeing the most growth coming from families and the self employed.

Compensation report finds against last resort scheme

RACHEL DAVIS  |  WEDNESDAY, 9 MAY 2012
The St. John report on compensation arrangements for consumers of financial services recommends strengthening existing compensation arrangements before implementing a 'last resort' scheme.

Gap increasing between consumers and cost of advice

LINDA HAUSKEN  |  WEDNESDAY, 9 MAY 2012
The amount Australians are prepared to pay for financial advice is falling with the gap between expected and actual cost getting bigger, according to Investment Trends' latest report.

FPA calls for improved education on advice

LINDA HAUSKEN  |  TUESDAY, 8 MAY 2012
The Financial Planning Association has called for improved consumer education about financial advice and inclusion in the national curriculum.

SFG to close competitive gap

MELANIE TIMBRELL  |  MONDAY, 7 MAY 2012
Advice group SFG plans to address structural issues in competition with a major expansion as industry dynamics change on current economic and political conditions.

MLC online tool highlights advice benefits

MELANIE TIMBRELL  |  FRIDAY, 4 MAY 2012
MLC has launched a new online tool to emphasise the benefits of financial advice in the lead-up to the end of financial year.

Wealthtrac re-signs Oasis

MELANIE TIMBRELL  |  FRIDAY, 4 MAY 2012
Independent platform provider Wealthtrac has re-signed with ANZ OnePath's Oasis Asset Management in a six-year service level agreement.

Insurance bonds back in favour

LINDA HAUSKEN  |  FRIDAY, 4 MAY 2012
Insurance bonds are back in favour as new entrants and old providers are returning with updated products and expansive investment menus, said Ross Higgins, Austock managing director.

Lifeplan upgrades investment offer

LINDA HAUSKEN  |  FRIDAY, 4 MAY 2012
Lifeplan Funds Management has redesigned its NextGen Investment and Lifeplan Education Investment Fund product offering to comply with FOFA.