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Financial Planning

Baby boomers hang on to investments

RUTH LIEW  |  TUESDAY, 5 MAY 2009
Baby Boomers may be sitting tight with their investment strategies, but many are arming themselves with education and taking a more prudent investment approach in a bid to ride out the GFC, new research shows.

FPA recommends fee-for-service advice

MICHELLE BALTAZAR  |  FRIDAY, 1 MAY 2009
In a day that marks a new chapter in the financial services sector, the Financial Planning Association (FPA) has recommended to the government that the standard remuneration model for advice should be fee-for-service, citing that the "commission-based ...

Ipac buying spree continues

RUTH LIEW  |  FRIDAY, 1 MAY 2009
Ipac Securities is eyeing the Cairns, Canberra, Gold Coast and South Australian markets for their next acquisitions as the dealer group focuses on buying financial planning businesses specialising in retirees.

Instreet a hit with planners

MICHELLE BALTAZAR  |  THURSDAY, 30 APR 2009
Sydney-based boutique firm Instreet Investment raised nearly twice its initial target of $20 million in an Australian equities product that taps into planner demand for "certainty" in the midst of the global financial crisis.

Pockets of income in property

MICHELLE BALTAZAR  |  WEDNESDAY, 29 APR 2009
GDI Property Group notched a bargain when it purchased a CBD office centre known to Adelaide locals as the Black Stump - a landmark building that will underpin a new fund that promises a regular income distribution of at at least 10 per cent per annum.

AFA supports PIS strategy

PRESS RELEASE  |  TUESDAY, 28 APR 2009
The Association of Financial Advisers (AFA) has thrown its support behind Professional Investment Services' (PIS) strategy to go head to head against the industry fund anti-commission advertising campaigns.

AdviserLogic selects CLS

COMPANY RELEASE  |  MONDAY, 27 APR 2009
Financial advice software provider, AdviserLogic, has appointed CLS as sales and marketing partner.

FPA endorses iShares CPD program

MICHAEL HOBBS  |  MONDAY, 27 APR 2009
The Financial Planning Association (FPA) has accredited the Continuing Professional Development (CPD) program on exchange traded funds (ETF) set up by iShares Australia.

Intech signs deal with Suncorp

MICHAEL HOBBS  |  FRIDAY, 24 APR 2009
Intech Investments is partnering with Suncorp Wealth Management to manage the diversified multi-manager options on the Suncorp WealthSmart platform.

Bankwest planners join CFS

RUTH LIEW  |  FRIDAY, 24 APR 2009
Bankwest's financial advisers will officially become part of Colonial First State by the first week of July, but will continue trading under the Bankwest brand.