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Financial Planning

IOOF Pursuit to reach $1bn FUA milestone

MICHAEL HOBBS  |  THURSDAY, 27 NOV 2008
IOOF's flagship Pursuit Select product is to hit the $1 billion in funds under advice milestone as financial planning clients and investors pursue savings across multiple super accounts.

Morrison Carr triples adviser base

RUTH LIEW  |  THURSDAY, 27 NOV 2008
Sydney based dealer group Morrison Carr has tripled its number of advisers in the past 12 months despite the downward slide of the local economy.

Snowball FUA grows $700m

MICHAEL HOBBS  |  TUESDAY, 25 NOV 2008
Snowball Group's unwavering appetite for merger and acquisition activity remains consistent despite bad market conditions, adding $700 million in funds under advice in the past financial year alone.

Affordable advice: yes we can

RUTH LIEW  |  MONDAY, 24 NOV 2008
Can financial planning firms roll out affordable advice at a delivery cost of just $300? According to Q Invest, yes they can.

Value of advice winners unveilled

RUTH LIEW  |  MONDAY, 24 NOV 2008
Planners from AXA Financial Planning and NAB Financial Planning were among the winners at this year's FPA Value of Advice awards.

Passport to profit

RUTH LIEW  |  FRIDAY, 21 NOV 2008
Securitor is taking the profitability of its 462 planners' business seriously - the dealer group has launched a new "Passport to Profit" program to fine-tune four areas of its members' business structures to improve their bottom lines.

Advisors more important than ever: Sherry

RUTH LIEW  |  FRIDAY, 21 NOV 2008
The global financial crisis has thrust the importance of advisors into the limelight - highlighting their roles in safeguarding the wealth and superannuation savings of Australians, according to the Minister for superannuation and corporate law, Senator ...

Clients come first: FPA

RUTH LIEW  |  THURSDAY, 20 NOV 2008
The Financial Planning Association of Australia has unveiled a new code of ethics that endeavours to place clients first in every aspect of a financial planning business.

Planners to behave like CFOs

MICHAEL HOBBS  |  WEDNESDAY, 19 NOV 2008
Financial planners should move to a model where they act as a chief financial officer (CFO) for clients, managing relationships with other wealth management experts to cater to all the client's needs.

Securitor academy set for Feb opening

MICHAEL HOBBS  |  MONDAY, 17 NOV 2008
Asgard Wealth Solution's planning division, Securitor is launching its first paraplanning academy workshop in February.