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Financial Planning

Austock launches planning arm

MICHAEL HOBBS  |  FRIDAY, 13 JUN 2008
Austock Group branches out of stockbroking and into financial planning after poaching three former Ord Minnett Financial Planning advisers to join the group.

Fin advice satisfaction down

RUTH LIEW  |  FRIDAY, 13 JUN 2008
Clients are showing a small decrease in satisfaction with the advice they are receiving from their financial planners, new research shows.

Russell launches integrated super banking account

MICHAEL HOBBS  |  THURSDAY, 12 JUN 2008
Russell Investment Group and ANZ have teamed up to provide a one stop shop superannuation, pension and banking product that allows pensioners to stay in the zero tax threshold while harnessing the flexibility of their ATM account.

DKN buys Bigger businesses

RUTH LIEW  |  THURSDAY, 12 JUN 2008
Listed financial services provider DKN Financial Group has snapped up Bigger Financial Planning and Bigger Accounting.

Funeral insurance goes online

RUTH LIEW  |  WEDNESDAY, 11 JUN 2008
Zurich Financial Services Australia is adding funeral cover to its online product range.

CMC launches online trading platform

RUTH LIEW  |  WEDNESDAY, 11 JUN 2008
Contract for difference (CFD) provider CMC Markets has launched a new online stockbroking trading platform, CMC Markets Stockbroking.

AMP launches Loan Cover

MICHAEL HOBBS  |  WEDNESDAY, 11 JUN 2008
AMP is using mortgage brokers to address Australia's under insurance problem with Loan Cover, a simple personal insurance product which requires no underwriting.

RM advisers break through 1000 barrier

There are now more than 1000 reverse mortgage consultants (RMCs) accredited through the Senior Australian Equity Release Association of Lenders (SEQUAL) Australia-wide network of 'trusted advisors'.

Bakers launch alt energy retail fund

MICHAEL HOBBS  |  TUESDAY, 10 JUN 2008
Alternative energy adviser and fund manager Bakers Investment Group (BIG) is launching its alternative energy retail fund, Bakers Alternative Energy Customised Portfolio.

Asgard enhances SMSF admin

MICHAEL HOBBS  |  TUESDAY, 10 JUN 2008
Asgard Wealth Solutions partnered with smartsuper to improve its self managed super fund (SMSF) administration service to its clients.