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Financial Planning

Identity thieves target planner clients

RUTH LIEW  |  WEDNESDAY, 9 SEP 2009
Do you save your clients' details correctly, or keep their information under lock and key? Planning firms, like many other Australian businesses, are increasingly targeted by criminals looking to steal clients' personal details.

Lachlan teams up with Investstone

COMPANY RELEASE  |  MONDAY, 7 SEP 2009
Macquarie-backed Lachlan Partners has merged with boutique planning firm Investstone Wealth Management - ramping up the group's offering in Melbourne and establishing a presence in Brisbane for the first time.

Protection without commission: JB Global

RUTH LIEW  |  FRIDAY, 4 SEP 2009
Boutique capital protection specialist JB Global Investment Services has taken the "no commission" stance to heart and axed trail and built-in commission in all its products - relying instead on performance fees to remunerate advisers.

Asian equities approach fair value

MICHAEL HOBBS  |  FRIDAY, 4 SEP 2009
Financial planners may want to reassess their clients allocation to Asia's emerging markets as one investment specialist reckons Asian equities are no longer cheap.

FPA 2009 Value of Advice Awards

FPA ANNOUNCEMENT  |  THURSDAY, 3 SEP 2009
Planners have only until the end of next week to submit their entries to the Financial Planning Association of Australia's (FPA) 2009 Value of Advice Awards.

Market recovery emphasises quality managers

MICHAEL HOBBS  |  MONDAY, 31 AUG 2009
The recent sharemarket recovery has highlighted the need for financial planners to be even more vigilant when choosing a managed Australian equity fund.

Make advice tax deductible: IFSA

MICHAEL HOBBS  |  MONDAY, 31 AUG 2009
The Investment and Financial Services Association (IFSA) is calling on the government to legislate for all financial advice to be tax deductible.

Capital protection should be core to satellite

MICHELLE BALTAZAR  |  FRIDAY, 28 AUG 2009
The core-satellite approach to investing can drive even better returns if used together with a tailor-made capital protection strategy, said an asset design consultant for planners and SMSFs.

Consultum adds six advisers

COMPANY RELEASE  |  THURSDAY, 27 AUG 2009
Consultum Financial Advisers has added six new authorised representatives to its business since the start of the new financial year.

Dixon and van Eyk stand-off

MICHELLE BALTAZAR  |  TUESDAY, 25 AUG 2009
Tension mounts between ASX-listed firm van Eyk Three Pillars (VTP) and Dixon Advisory as a proposal to replace the entire VTP board due to poor performance escalates into a bigger debate about how, exactly, should Listed Investment Companies (LIC) maximise ...