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Financial Planning

More aid for small licensees

AFA RELEASE  |  MONDAY, 20 SEP 2010
The Association of Financial Advisers (AFA) will run its inaugural Small Licensee Practice Principal Conference next month to signal its additional support for financial advisers that run small and independent practices.

Light at the end of the Storm tunnel

RUTH LIEW  |  MONDAY, 20 SEP 2010
Slater & Gordon expects all Storm Financial claims lodged with the law firm to be finalised by the end of this year.

ANZ to compensate Storm victims

RUTH LIEW  |  MONDAY, 20 SEP 2010
ANZ Bank has introduced a new package to compensate Storm Financial investors.

Former AMP adviser gets permanent ban

ASIC RELEASE  |  MONDAY, 20 SEP 2010
ASIC has permanently banned former AMP adviser Vince Aloisi of Baulkham Hills, New South Wales, from providing financial services.

Advisers champion responsible investing

RUTH LIEW  |  THURSDAY, 16 SEP 2010
Australian financial planners can learn from their UK counterparts on socially responsible investing - as British planners, not pension funds, lead the way in ESG issues, according to an expert.

Advisers told to bring in the romance

ELISE BURGESS  |  TUESDAY, 14 SEP 2010
Everyone is talking about fee-for-service advice and how adviser and their clients will respond when it comes to crunch time, but apparently, a successful adviser-client relationship is all about the romance.

Mistaken identity on term deposits

ELISE BURGESS  |  MONDAY, 13 SEP 2010
Financial planners need greater education on term deposits according to research - but the chair of the Financial Planning Association (FPA) questions some of the research assumptions and said planners are already 'well trained' in the correct use of ...

Sustainable investing gathers steam in Europe

NEWS RELEASE  |  FRIDAY, 10 SEP 2010
The share of sustainable investments in European High Net Worth Individuals' (HNWIs) portfolios has increased since the GFC, a study has found.

Planners must follow insto go signal

RUTH LIEW  |  THURSDAY, 9 SEP 2010
Equity risk appetite is back in positive territory among institutional investors - a trend planners sitting on the cash fence should pay heed to or risk clients missing out on the upside, an expert told 400 advisers and investors at an Asgard forum.

LICs versus ETFs

ELISE BURGESS  |  THURSDAY, 9 SEP 2010
The issue of LICs and their younger cousin ETFs has risen yet again with a new Russell Investment report comparing the two investment vehicles, urging planners to look into ETFs as a new investment option.