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Financial Planning

Adviser poaching just "noise": AMP

ELISE BURGESS  |  WEDNESDAY, 18 MAY 2011
AMP refutes claims that its and AXA's advisers are being poached, instead anticipating competition from dealer groups once the merger is complete and even predicting that some advisers may come their way.

Merged planning group to meet new client needs

MATT WOODINGTON  |  WEDNESDAY, 18 MAY 2011
Three AMP accredited financial planning firms have combined to form a national business, Eluvia, providing a more complex suite of advice to SME and individual clients.

SMEs turning to advice, slowly

ALEX DUNNIN  |  WEDNESDAY, 18 MAY 2011
Most small business owners are unhappy with their retirement savings plans and are increasingly seeking advice, even from financial advisers, reveals research from accounting group Bird Cameron.

Planning pracs down 10pc value

ELISE BURGESS  |  TUESDAY, 17 MAY 2011
The value of financial planning practices has fallen by 10 per cent since the recent FOFA announcement, according to adviser survey results.

AMP/AXA promises best of both worlds

ELISE BURGESS  |  TUESDAY, 17 MAY 2011
Practicality rules for the future platforms and products of newly-merged AMP/AXA, with the best features of both brands to be saved and developed.

Midwinter takes on Coin, Xplan

ELISE BURGESS  |  MONDAY, 16 MAY 2011
Independent advice technology developer, Midwinter, is set to launch its own CRM for advisers to compete against industry giants Coin and Xplan.

Alpha puts its money where its mouth is

RACHEL DAVIS  |  MONDAY, 16 MAY 2011
Alpha Structured Investments is tackling the big issues - how advisers can address client investment concerns and find the products that will re-ignite their desire to invest.

Advisers not ready for super changes

ALISON BEVEGE  |  FRIDAY, 13 MAY 2011
Financial planners are unprepared for a superannuation system that is rapidly changing with the biggest problems not of their making, Jeremy Cooper said today.

AUI to draw planners with new property ratings

RACHEL DAVIS  |  FRIDAY, 13 MAY 2011
Australian Unity Investments (AUI) plans to use recent positive research ratings on its Diversified Property Fund to attract financial planners and retail investors to its $40 million rights issue, due to close on June 30.

Advisers launch FOFA attack

ALISON BEVEGE  |  THURSDAY, 12 MAY 2011
Now the Budget is over financial adviser groups have come out swinging over the Future of Financial Advice (FOFA) reforms, rallying members to pressure the Government to scrap their most hated measures.