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Financial Planning

Paragem to drive process improvement

COMPANY RELEASE  |  THURSDAY, 17 SEP 2009
Paragem Dealer Services has appointed a former Coin manager Esther Moseley to the newly created role of head of process improvement for advice practices.

RetireInvest hires Strategy Steps

COMPANY RELEASE  |  THURSDAY, 17 SEP 2009
ING-backed RetireInvest has appointed financial planning strategy firm, Strategy Steps, as its outsourced technical experts.

Zurich launches heart awareness campaign

COMPANY RELEASE  |  WEDNESDAY, 16 SEP 2009
Zurich is launching a heart health awareness campaign directed at financial advisers to help clients learn about heart-related diseases risks.

FPA meets with Capstone on remuneration

COMPANY RELEASE  |  TUESDAY, 15 SEP 2009
Jo-Anne Bloch, chief executive at the Financial Planning Association (FPA), has met with Capstone Financial Planning to discuss potential changes ahead to planner remuneration models.

PIS in Westpoint compensation deal

ASIC RELEASE  |  TUESDAY, 15 SEP 2009
Professional Investment Services has reached an agreement with ASIC to settle a class action brought by the corporate watchdog in relation to failed Westpoint investments.

Garvan and Apogee adopt fee for service

RUTH LIEW  |  TUESDAY, 15 SEP 2009
MLC-backed Apogee Financial Planning and Garvan/MLC Financial Planning are transitioning to a fee for advice model from 1 July next year.

FSA fines firm for bad advice

FSA RELEASE  |  MONDAY, 14 SEP 2009
UK-based Financial Services Authority (FSA) fined a financial advice firm $27,000 for failing to match client appetite for risk with appropriate investment products.

Property still in favour

RUTH LIEW  |  MONDAY, 14 SEP 2009
Planners with clients looking to rejig their asset allocation take note - more than 70 per cent of consumers are preferring property over shares, figures from Archicentre show.

Planwealth selects Zenith for research

COMPANY RELEASE  |  FRIDAY, 11 SEP 2009
Zenith Investment Partners has entered a strategic alliance to provide research services to Queensland-based Planwealth.

ABN AMRO morphs into RBS Morgans

COMPANY RELEASE  |  THURSDAY, 10 SEP 2009
ABN AMRO Morgans will be rebranded to RBS Morgans - a name change reflecting the Royal Bank of Scotland's (RBS) commitment to its 50 per cent shareholding in the company.