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Financial Planning

SMSFs turn to advisers

MICHAEL HOBBS  |  MONDAY, 7 DEC 2009
Self managed super fund (SMSF) trustees are twice as likely to use a financial adviser than retail or industry fund members, according to a survey that found more trustees are implementing the advice they receive.

AFS appoints Elixir Consulting

COMPANY RELEASE  |  FRIDAY, 4 DEC 2009
Australian Financial Services Group has engaged practice development firm Elixir Consulting to boost its Board of Advice program.

Cash for Christmas

COMPANY RELEASE  |  FRIDAY, 4 DEC 2009
Planners can help their clients pocket an extra $200 this Christmas following changes in superannuation legislation.

Report finds retirement income advice shortfall

COMPANY RELEASE  |  THURSDAY, 3 DEC 2009
Australians over 40 years of age may not be receiving the type of advice they need after a report found less than half of respondents to a survey are getting advice on retirement income planning.

Advisers prepare for spike in insurance sales

COMPANY RELEASE  |  THURSDAY, 3 DEC 2009
Around one third of advisers who use CommInsure and Zurich as their primary risk provider expect their level of business with these firms to increase by more than 20 per cent next year, new research shows.

Financial Wisdom names its best

COMPANY RELEASE  |  WEDNESDAY, 2 DEC 2009
Wealthwise has won the Financial Wisdom 2009 Practice of the Year for the second year running and Adam Watts was awarded Rising Star of the Year.

Ripoll rules but confusion reigns

ALEX DUNNIN  |  WEDNESDAY, 2 DEC 2009
While the Ripoll Report is a useful platform for improving Australia's advice industry, it raises more questions than answers and until some of these are defined by the government it will be difficult for wealth managers to properly interpret the report ...

Matrix tags NBG for mortgages

COMPANY RELEASE  |  TUESDAY, 1 DEC 2009
Matrix Planning Solutions has secured a preferential mortgage aggregation arrangement with National Brokers Group (NBG).

BT adds 33 new funds to Wrap Essentials

COMPANY RELEASE  |  TUESDAY, 1 DEC 2009
Solaris, Integrity and Lazard are some of the new fund managers on BT's Wrap Essentials platform.

Advisers want to keep commissions: research

COMPANY RELEASE  |  MONDAY, 30 NOV 2009
Nearly two thirds of financial advisers don't believe commissions should be stamped out, according to research from CoreData that polled over 200 advisers and practice principals.