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Financial Planning

AXA adds 20 funds to APL

MICHAEL HOBBS  |  WEDNESDAY, 13 JAN 2010
AXA Australia has added 20 funds to its approved product list (APL), including those from Aberdeen, Barclays Global Investors and Magellan, to provide a wider choice of index and income funds to financial planners.

Perpetual Private Wealth boosts FUA to $8.5bn

COMPANY RELEASE  |  WEDNESDAY, 16 DEC 2009
Perpetual caps the year with its third acquisition in private wealth, which takes the division's total funds under advice (FUA) to $8.5 billion.

Planners want insurance integration

RUTH LIEW  |  FRIDAY, 11 DEC 2009
The days of planners dealing directly with insurers could be numbered, with new research showing soaring support for platforms and planning software to integrate insurance as part of their services.

Shadforth signs direct shares deal

MICHAEL HOBBS  |  THURSDAY, 10 DEC 2009
Shadforth Financial Group, one of Australia's largest privately owned financial advice firms with more than $8 billion in funds under advice, has signed a deal with a technology provider to provide direct equity services to clients.

Macquarie Wrap notches up 10 years

COMPANY RELEASE  |  THURSDAY, 10 DEC 2009
Macquarie Wrap started with just a handful of staff and a number of managed funds and has grown to over 73,000 active accounts and 650 funds after 10 years.

Zenith wins AdviceIQ research mandate

COMPANY RELEASE  |  WEDNESDAY, 9 DEC 2009
Zenith Investment Partners has formed an alliance to provide research services to Sydney-based dealer group, AdviceIQ Partners.

Securitor adds planners and expands research

MICHAEL HOBBS  |  WEDNESDAY, 9 DEC 2009
Westpac-owned Securitor has grown its number of practices by 16 over the past year and has set in motion a new strategy to offer planners more investment research and aid them in their work.

Equiti talks to planners regarding stakeholding

MICHAEL HOBBS  |  TUESDAY, 8 DEC 2009
Equiti is negotiating with a number of financial planning practices to give them equity stakes in the group's direct property funds management business.

AFA doubles in four years

PRESS RELEASE  |  TUESDAY, 8 DEC 2009
The Association of Financial Advisers (AFA) has doubled its membership in four years, growing its ranks by more than 25 per cent this year.

Inflation-linked bonds armour against rising risk

COMPANY RELEASE  |  MONDAY, 7 DEC 2009
Planners looking to hedge clients' portfolios against inflation spikes on the horizon should look towards inflation-linked bonds.