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Financial Planning

Planners select HUB24

ELISE BURGESS  |  THURSDAY, 2 DEC 2010
The managed accounts sector wins a fresh batch of advocates after unified managed accounts provider HUB24 signed five dealer groups, representing $650 million in assets, to its UMA platform.

Macquarie Wrap launches model portfolios

ELISE BURGESS  |  THURSDAY, 2 DEC 2010
Macquarie Wrap will launch its latest model portfolio after trialing it with ten dealer groups to test functionality and capabilities.

MLC acquires remaining Meritum stake

ELISE BURGESS  |  WEDNESDAY, 1 DEC 2010
MLC has completed its purchase of Meritum Financial Group, a planning group that MLC inherited as part of its Aviva acquisition.

Shorten to tighten tax agent rules for planners

MEDIA RELEASE  |  MONDAY, 29 NOV 2010
The government is looking to improve the regulation of financial planners who offer tax agent services, following the release of an options paper today.

DSPC makes another discount AUI offer

ELISE BURGESS  |  MONDAY, 29 NOV 2010
Australian Unity Investments' (AUI) has urged investors to see a financial adviser before considering the latest discounted offer from Direct Share Purchasing Corporation (DSPC).

FPA defends turf, looks to HNW

JOHN MCDULING  |  MONDAY, 29 NOV 2010
While the Financial Planning Association (FPA) was embracing change and moving forward with a new strategic direction at its annual conference last week, it was still keen to argue the case for planners in some of the industry's most sensitive debates.

ASIC takes legal action against Storm founders and banks

ASIC RELEASE  |  FRIDAY, 26 NOV 2010
Financial services watchdog ASIC is to take legal action against Storm Financial founders, Emmanuel and Julie Cassimatis, and against three banks, on behalf of investors affected by the company's collapse.

Zenith wins four fin planning mandates

RUTH LIEW  |  FRIDAY, 26 NOV 2010
It's been a busy two months for Zenith Investment Partners, which won four research mandates from planning groups including one from the $10 billion-plus Wilson HTM.

FPA unveils Value of Advice winners

MEDIA RELEASE  |  FRIDAY, 26 NOV 2010
Dennis Jones, Charles Badenach and Stephen Priestley have been named this year's Financial Planning Association Value of Advice award winners.

Direct share investing gather momentum

JOHN MCDULING  |  FRIDAY, 26 NOV 2010
If the FPA's desire for financial planning to be viewed as a profession and not just an industry is to be realised, a greater appreciation of investing in good old fashioned stocks might be a good place to start.