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Financial Planning

Investors at risk of disengaging from advice

RACHEL DAVIS  |  THURSDAY, 17 NOV 2011
A new survey has found that some investors who currently have a financial adviser are increasingly disengaged with the value of financial advice, with younger investors among the most dissatisifed.

ANZ Wealth provides succession support for planners

CLAIRE MCGREAL  |  WEDNESDAY, 16 NOV 2011
ANZ aligned financial planners looking to retire can now avail themselves of a new package aimed at helping them to develop a successful succession plan.

Mid-sized licensees to disappear: CoreData

ELISE BURGESS  |  TUESDAY, 15 NOV 2011
Mid-sized financial planning firms will be "swallowed up" by opportunistic licensees as the rate of acquisition will rise while new forms of advice will reign, according to a research paper from CoreData.

Accountants partner up with AXA and MLC to offer financial advice

CLAIRE MCGREAL  |  MONDAY, 14 NOV 2011
Accountants are partnering up with AXA and MLC to provide a financial services package to the Institute of Public Accountants' 6,300 public practice members.

Snowball acquires HNW wealth manager

RACHEL DAVIS  |  FRIDAY, 11 NOV 2011
Snowball has acquired a Melbourne based wealth management firm which specialises in providing family office services to high net worth clients.

Instreet launches risk service for advisers

ELISE BURGESS  |  THURSDAY, 10 NOV 2011
A new risk management service is being trialled with advisers that provides risk assessments for direct share and ETF portfolios, according to investment house and service developer, Instreet Investment.

Adviser hiring blitz at Macquarie Private Wealth

ELISE BURGESS  |  THURSDAY, 10 NOV 2011
Macquarie Private Wealth has added 19 new advisers across six of its state offices in the past six months as the group builds out its national team.

WHK appoints Mercer, Macquarie Private Wealth

ELISE BURGESS  |  TUESDAY, 8 NOV 2011
Large accountancy firm, WHK, has appointed Mercer and Macquarie Private Wealth to provide research and execution support to the $6 billion firm while a new head of research was also named.

Age Pension must be factored into retirement income

RACHEL DAVIS  |  TUESDAY, 8 NOV 2011
Australians should factor in the Age Pension when looking at their projected retirement income, according to global professional services firm, Towers Watson.

Paragem sells dealer services to netwealth

CLAIRE MCGREAL  |  MONDAY, 7 NOV 2011
Independent service provider Paragem has sold its dealer services arm to privately owned platform provider netwealth.