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Financial Planning
Fiducian looks to gain from change
ELIZA BAVIN  |  THURSDAY, 12 NOV 2020
The ASX-listed financial advice group has said it expects ongoing change in the industry to enhance its opportunities to acquire new businesses, as it considers a pipeline of growth prospects.
ClearView flags future with HUB24
ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
In an update ahead of its annual general meeting, ClearView hinted at the future of its developing partnership with HUB24.
Gwen Fletcher Award winner named
ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
The Financial Planning Association of Australia (FPA) has announced the winner of its prestigious biannual Gwen Fletcher Memorial Award.
CountPlus adds former MLC practice
KARREN VERGARA  |  WEDNESDAY, 11 NOV 2020
CountPlus has added new financial advice firm to the fold that was part of MLC's Godfrey Pembroke for 19 years.
CountPlus divests member firm
ANNABELLE DICKSON  |  TUESDAY, 10 NOV 2020
CountPlus has disposed its majority interest in a member firm to a fellow member firm after a review found it could not add strategic value.
Off-platform assets consume advisers' time
KARREN VERGARA  |  MONDAY, 9 NOV 2020
Off-platform assets are increasingly taking up more of financial advisers' time as many express frustration with the lack of solutions available that can house all of their clients' assets.
Ord Minnett acquires E.L. & C. Baillieu
ELIZA BAVIN  |  FRIDAY, 6 NOV 2020
Ord Minnett has acquired E.L. & C. Baillieu for an undisclosed amount in what it describes as "a highly welcomed strategic move".
FASEA urged to clarify in-house product conflicts
ELIZABETH MCARTHUR  |  THURSDAY, 5 NOV 2020
The Institute of Managed Accounts Professionals (IMAP) has written to FASEA again, arguing that its latest guidance on the Code of Ethics leaves much to be desired.
IOOF unfazed by poor MLC result
ELIZA BAVIN  |  THURSDAY, 5 NOV 2020
NAB posted a 37% loss in revenue while MLC Wealth was down around $100 million in divisional cash earnings from last year, though IOOF said the result is broadly in line with its expectations.
The platforms with the most advisers
KANIKA SOOD  |  TUESDAY, 3 NOV 2020
Colonial FirstChoice remains the platform used by the most advisers, with about 11% market share, according to latest Rainmaker numbers.
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