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Financial Planning

FOFA: Government extends soft-dollar benefit ban to non-super risk insurance

ALISON BEVEGE  |  MONDAY, 29 AUG 2011
The Federal Government has extended its ban on soft-dollar benefits under the Future of Financial Advice draft legislation announced today.

Software helps financial advisers pin down most valuable clients

ALISON BEVEGE  |  THURSDAY, 25 AUG 2011
Macquarie's financial planning software division COIN today released a new package that helps financial advisers see which clients are earning them the most money, the firm said.

iPac buys $230m SA planning practice

ALISON BEVEGE  |  THURSDAY, 25 AUG 2011
Wealth management firm iPac has bought a $230 million Adelaide-based planning practice, growing the funds under management of its South Australian arm to more than $1.2 billion.

AFA female adviser award grabs industry attention

ELISE BURGESS  |  THURSDAY, 25 AUG 2011
Nominations for the AFA Female Excellence in Advice Award rounded out at 105 at the close of entries, a solid result for the awards inaugural year.

YBR adviser awards announced

ELISE BURGESS  |  WEDNESDAY, 24 AUG 2011
Fourteen Yellow Brick Road advisers were recognised for their efforts in the 2011 Yellow Brick Road Conference Branch Award Winners.

Midwinter voted the planners choice

ELISE BURGESS  |  TUESDAY, 23 AUG 2011
For the third consecutive year, Midwinter has been voted first for planner satisfaction in the latest Investment Trends report, in a year when the group expanded to 15% market share.

Time-based and opt-in preferred: MSI survey

ELISE BURGESS  |  TUESDAY, 23 AUG 2011
Financial planners need to work on a time-based fees system if they want to make their business clients happy with opt-in also pegged as a "good idea", according to the MSI Global Alliance August survey.

Former AFA president gets Asia-Pacific appointement

RACHEL DAVIS  |  TUESDAY, 23 AUG 2011
Former Association of Financial Advisers president Dr James Taggart has been elected to the Board of the Asia Pacific Financial Services Association as an Australian representative.

Behavioural finance pop quiz helps advisers communicate

ALISON BEVEGE  |  MONDAY, 22 AUG 2011
A new quiz-based tool can give financial advisers an insight into their client's investment proclivities, according to resource provider innergi.

Zenith secures two advice firms

ELISE BURGESS  |  MONDAY, 22 AUG 2011
Zenith Investment Partners has secured two new advice practices and their offices to its primary research provider lists.