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Financial Planning

Motivational advice for advisers

FINANCIAL STANDARD IS THE OFFICIAL MEDIA PARTNER OF THE AFA CONFERENCE  |  FRIDAY, 10 OCT 2008
Motivation is hard to come by when the entire world is suffering from a debilitating crisis of confidence, but an upcoming adviser conference will highlight that persistence in the face of adversity pays.

PIS creates NZ advice giant

MICHAEL HOBBS  |  WEDNESDAY, 8 OCT 2008
Professional Investment Services New Zealand (PIS NZ) and Newpark Financial Services are expected to merge and create New Zealand's largest financial advisory group with more than 250 advisers and 130 accounting firms.

BT Wrap tops adviser choice

RUTH LIEW  |  TUESDAY, 7 OCT 2008
BT Wrap has won the "Most Popular Primary Platform" title in this year's Wealth Insights Adviser Trends report.

AXA to ramp up planning revenues by $60m

RUTH LIEW  |  THURSDAY, 2 OCT 2008
Advisers are expected to add up to $63 million to their books over the next five years through a new three-pronged business plan from AXA.

Australian Unity focuses on wellbeing

MICHELLE BALTAZAR  |  THURSDAY, 2 OCT 2008
Physical wellbeing is just as important as financial wellbeing so for healthcare services provider and fund manager Australian Unity, why not look after both?

Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
Lifeplan Funds Management developed a way for financial advisers to manage the wealth that is passed on to the next generation when a client dies.

Centric raises $100m in rights issue

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
Centric Wealth struck an agreement with CHAMP Private Equity to underwrite a $100 million rights issue to retire short-term debt and buy more businesses.

CHOICE selects top FHSAs

MICHELLE BALTAZAR  |  WEDNESDAY, 1 OCT 2008
AMP Bank, NSW Teachers Credit Union and Victorian Teachers Credit Union are the three institutions that received the thumbs up in a new report on First Home Savers Accounts (FHSAs) by consumer body CHOICE.

AFA pilot course a success

MICHAEL HOBBS  |  MONDAY, 29 SEP 2008
Course administrators and participants have hailed the Association of Financial Advisers (AFA) inaugural FChFP Pathway Program a success.

Green advice is not a stretch: Brisbane

MICHAEL HOBBS  |  FRIDAY, 26 SEP 2008
Becoming a responsible investment financial adviser doesn't require significant changes to the business and shouldn't adversely affect client portfolios, according to Michelle Brisbane, Ethical Investment Services representative.