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Financial Planning

Lonergan Edwards supports Premium buy-back

COMPANY RELEASE  |  MONDAY, 27 JUL 2009
Valuation firm Lonergan Edwards & Associates said the Premium Investors proposed share buy-back scheme, which is set to be voted on next month, would be a fair outcome for shareholders.

Financial planning is key: Westpac

MICHAEL HOBBS  |  WEDNESDAY, 22 JUL 2009
Westpac chief executive and managing director, Gail Kelly, said in a briefing yesterday that the bank's financial planning business is central to Westpac's multi-brand strategy.

Yellow Brick Road drops acquisition strategy

MICHAEL HOBBS  |  WEDNESDAY, 22 JUL 2009
Yellow Brick Road, the financial planning business developed by Wizard Home Loans founder Mark Bouris, has dumped its acquisition strategy for an organic growth branch model - with the aim to open 150 practices in three years.

Macq Private Wealth seeks advisers and alliances

RUTH LIEW  |  WEDNESDAY, 22 JUL 2009
Macquarie Private Wealth is on the hunt for more strategic alliances and looking to add to its adviser numbers.

LPTs recover and show value

MICHAEL HOBBS  |  TUESDAY, 21 JUL 2009
Australia's listed property trust (LPT) sector has jumped over 13 per cent in the three months to May and could provide a good value play for financial planning clients if you're prepared to do your homework.

Planners prepare for retirement shock

MICHELLE BALTAZAR  |  MONDAY, 20 JUL 2009
For all the debate on adviser fees, the future of planners might actually hinge on their soft skills and how well they serve the most influential generation of our time - the baby boomers - predicts a planning expert.

WA planning firm wins Telstra award

COMPANY RELEASE  |  MONDAY, 20 JUL 2009
WA-based financial planning group Addwealth has won the Telstra Business Award for Social Responsibility in Western Australia.

AMP planners to use Lonsec and van Eyk

COMPANY RELEASE  |  FRIDAY, 17 JUL 2009
AMP Financial Planning today announced van Eyk and Lonsec as its preferred independent research house partners.

X-rays on APLs for Matrix advisers

COMPANY RELEASE  |  THURSDAY, 16 JUL 2009
Matrix Financial Solutions advisers are now able to see the underlying assets, investment strategies and currency risk of products in their approved products list, as part of the dealer group's latest research tool upgrades.

Oasis looks to SMAs and ETFs

RUTH LIEW  |  WEDNESDAY, 15 JUL 2009
Following adviser feedback, platform provider Oasis Asset Management is looking to add exchange traded funds and separately managed accounts into its platform, while boosting its direct shares offering.