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Financial Planning

RMB rise to benefit local investors

RUTH LIEW  |  FRIDAY, 8 OCT 2010
Advisers could add more value to their clients' portfolios by taking a closer look at the rise of the Renminbi (RMB) and its impact on the currencies of neighbouring countries, an expert in Chinese investments said.

Govt to offer more choices on FHSAs

RUTH LIEW  |  THURSDAY, 7 OCT 2010
First Home Saver Accounts (FHSAs) could become more appealing to first home owners following proposed changes released this week.

AFA unveils Adviser of the Year Award finalists

AFA MEDIA RELEASE  |  THURSDAY, 7 OCT 2010
The Association of Financial Advisers (AFA) has named the finalists of the association's 2010 Adviser of the Year Award and has introduced a new category to reflect fierce competition this year for the top prize.

Fiducian boosts SMSF services

ELISE BURGESS  |  THURSDAY, 7 OCT 2010
Fiducian Portfolio Services Limited helps advisers slash the time it takes to administer SMSF trust deeds following a deal struck with online deed administrator SuperCentral.

Annual renewals protect investors: ISN

MEDIA RELEASE  |  WEDNESDAY, 6 OCT 2010
Annual renewals will be a key element of the Future of Financial Advice reforms, and failure to implement these arrangements will see the reforms 'seriously compromised', according to the Industry Super Network.

AMP and Bendigo Bank align

ELISE BURGESS  |  WEDNESDAY, 6 OCT 2010
AMP Financial Services has formed a strategic alliance with Bendigo Bank, making AMP Flexible Lifetime Protection available across the bank's 460 branches.

COIN buys remaining half stake in Outplan

ELISE BURGESS  |  TUESDAY, 5 OCT 2010
Financial planning software group COIN boosts its paraplanning services to advisers after acquiring the remaining 50 per cent of paraplanning specialist Outplan Pty Ltd.

Patron signs IOOF Pursuit

RUTH LIEW  |  TUESDAY, 5 OCT 2010
Patron Financial Advice has renewed its contract with IOOF's Pursuit platform.

UBS poised to enter local ETF market

RUTH LIEW  |  FRIDAY, 1 OCT 2010
The local arm of UBS plans to launch its own range of exchange traded funds in Australia, as research mounts that more financial planners are allocating more client funds into ETFs.

Equity Trustees calls for more from teeth behind RE reforms

ELISE BURGESS  |  FRIDAY, 1 OCT 2010
Financial services firm Equity Trustees has welcomed the regulator's call for tighter rules around RE licensing and said any reforms must match the increasing complexities of fund products now available to investors.