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Financial Planning

Synchron attracts 50 young professionals

RUTH LIEW  |  TUESDAY, 23 SEP 2008
Non-aligned dealer group Synchron has recruited more than 50 young finance professionals to attend its Next Generation Sales Conference to be held in November.

Financial Wisdom recognises its best

MICHAEL HOBBS  |  TUESDAY, 23 SEP 2008
West Australian financial planning practice, Wealth Wise and financial adviser, Cameron O'Sullivan won Financial Wisdom's practice and rising star awards respectively.

AMP planning school broadens intake

MICHAEL HOBBS  |  FRIDAY, 19 SEP 2008
AMP Financial Planning's Horizon Financial Planning Academy is accepting recruits from Western Australia, South Australia and the Northern Territory in its next intake.

FPA members demand stronger voice

MICHAEL HOBBS  |  TUESDAY, 16 SEP 2008
Leading dealer groups want the Financial Planning Association (FPA) to take a harder stance on key industry issues and collaborate more with its members.

Tough times herald education boom

MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
Tough economic times and a tight labour market is a potential windfall for Kaplan Professional as financial service employees' re-skill and set themselves apart from the competition.

FPA signs 10 to PI service

MICHAEL HOBBS  |  FRIDAY, 12 SEP 2008
The Financial Planning Association (FPA) signed 10 members to its professional indemnity service, Pro PI.

PIS calls for industry and retail ceasefire

MICHAEL HOBBS  |  FRIDAY, 12 SEP 2008
Professional Investment Services (PIS) managing director, Grahame Evans, is calling for retail and industry super funds to put their philosophical differences aside and work together to provide a broader financial advice service to consumers.

Gen Y prizes property

RUTH LIEW  |  THURSDAY, 11 SEP 2008
Do it yourself (DIY) investors under the age of 40 are investing more in property than shares - but Gen Y's interest in the sector could have detrimental effects on their super contributions, a new survey shows.

BT toolkit targets three gens

RUTH LIEW  |  WEDNESDAY, 10 SEP 2008
BT Financial Group is taking a three-pronged approach to help their financial advisers garner business from Gen X, Y, and baby boomer clients.

Planners comment on EDR scheme

RUTH LIEW  |  TUESDAY, 9 SEP 2008
Financial planners will play an active stance in commenting on ASIC's newest proposal to increase the compensation cap to $280,000 in an external dispute resolution scheme.