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Financial Planning

AFS continues expansion

RUTH LIEW  |  FRIDAY, 31 OCT 2008
Australian Financial Services Group has added 16 financial planning practices to its team this year despite the market upheaval - and the financial planning group is looking to add more.

PIS campaign to reflect change

MICHELLE BALTAZAR  |  WEDNESDAY, 29 OCT 2008
Professional Investment Services (PIS) is rolling out a new marketing campaign to reflect how much the business has grown over the last 10 years.

Snowball taps mining rich towns

MICHAEL HOBBS  |  MONDAY, 27 OCT 2008
Snowball financial planning subsidiary, Outlook Financial Solutions and Big Sky Credit Union signed a joint venture agreement to create Big Sky Financial Solutions and tap into the latter firm's cashed up mining and construction members.

ARCH buys FPG stake

RUTH LIEW  |  THURSDAY, 23 OCT 2008
US asset manager ARCH Financial Products has bought a 48 per cent stake in one of the world's largest offshore independent financial adviser firms, Financial Partners Group.

AFA names Adviser of the Year

RUTH LIEW  |  WEDNESDAY, 22 OCT 2008
Adam Smith and Paul Daily have been named joint winners of the AFA Adviser of the Year award at last night's AFA Gala Dinner.

AMP hit by lower discretionary contributions

MICHELLE BALTAZAR  |  TUESDAY, 21 OCT 2008
The September quarter cashflow report from AMP is the latest set of data to show that Australians are feeling the pinch, with many reducing the amount of their discretionary contributions in the last three months compared to the same time last year.

Aussie eq FMs shine in bad markets

MICHAEL HOBBS  |  MONDAY, 20 OCT 2008
Australian large cap equity managers that accounted for increasing commodity prices, corporate debt, a surging Australian dollar and rising global inflation weathered the financial storm better than others in the past 12 months.

Asgard refines licence service

MICHAEL HOBBS  |  FRIDAY, 17 OCT 2008
Financial planning practice owners can tailor their dealer group licence so they only pay for the services they need after Asgard Wealth Solutions launched Licensee Select.

AFA nominates 2008 Rising Star

MEDIA RELEASE  |  WEDNESDAY, 15 OCT 2008
Up-and-coming financial planners from AMP, Apogee Financial Planning, Total Financial Solutions and Synchron were nominated in this year's AFA Rising Star Awards.

FPA joins IFSA in mental health initiative

MICHELLE BALTAZAR  |  MONDAY, 13 OCT 2008
Planners will take on the mantle of providing better insurance cover for people with depression or other mental illnesses after their representative body, the Financial Planning Association (FPA) joined life insurance industry players in signing this ...