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Financial Planning

Investors miss wealth signposts

ELISE BURGESS  |  WEDNESDAY, 19 JAN 2011
Financial planners and their clients may be missing out on the 'wealth builder' signal, according to one financial planner, who recommends a three-pronged strategy to accumulate wealth.

Advisers lend aid to Infocus

RUTH LIEW  |  TUESDAY, 18 JAN 2011
In a sign of solidarity, Infocus Money Management advisers are working with their dealer group to help fellow Queensland planners whose businesses have been affected by the flood.

Trinity3 names SMA portfolio managers

ELISE BURGESS  |  TUESDAY, 18 JAN 2011
Bendigo and Adelaide Bank gives financial advisers a taste of what to expect from the group's newly-established platform, Trinity3, after the bank unveiled the first set of investment managers it intends to use for its model portfolios.

Synchron taps online advice for growth

ELISE BURGESS  |  TUESDAY, 18 JAN 2011
Hot on the tail of its successful iPad-based financial planning conference, dealer group Synchron inks a growth strategy underpinned by the 'category killer'.

Busy year ahead for industry groups

ELISE BURGESS  |  MONDAY, 17 JAN 2011
Industry associations representing financial planners and self-managed super fund professionals have mapped out a schedule this year targeted at stronger consumer-centric advice campaigns and a bigger voice in Canberra.

Shadforth unveils acquisition strategy

ELISE BURGESS  |  FRIDAY, 17 DEC 2010
Shadforth Financial Group will pursue planning firm acquisitions and grow its funds under advice by ten per cent next year.

Platforms climb back from GFC to $399bn

ALEX DUNNIN  |  THURSDAY, 16 DEC 2010
Platform funds under advice (FUA) climbed 9.5 per cent to $399 billion in the 12 months to end September 2010, confirming they have fully recovered their GFC losses, reveals research just released by Rainmaker.

Advisers must unite against AusFin

MEDIA RELEASE  |  WEDNESDAY, 15 DEC 2010
The Association of Financial Advisers (AFA) is calling on the profession to stand strong and united following the launch on 2 December of a powerful new group calling itself the Australian Financial Integrity Network (AusFin).

ASIC clears up online disclosure rules

ELISE BURGESS  |  WEDNESDAY, 15 DEC 2010
ASIC has made a bid to clear the uncertainty of what is legal - and what's not - when planners and financial service providers deliver online disclosure to clients.

Fiducian updates FORCe software

ELISE BURGESS  |  TUESDAY, 14 DEC 2010
Fiducian has enhanced its FORCe financial planning software to give planners better tools to educate clients on the risk and rewards of investment gearing.