Week at a glance, 3 June

MyPlanner picks up 7 advice firms

Non-aligned dealer group MyPlanner has announced that several new firms have joined its network, with some crossing over from the institutionally-aligned space.

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Aus Unity to focus on structure as Harding-Davis departs

Australian Unity Personal Financial Services head of advice Paul Harding-Davis has confirmed he is set to step down from his role in October, with the company to work on a restructure over the next couple of months.

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Adviser Intelligence inks multimillion-dollar deal

Cloud-based financial planning software provider Adviser Intelligence has finalised a multimillion deal to expand the business.

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Accountants shy away from SMSF licensing

A new report suggests thousands of accountants will not be authorised to provide SMSF advice after the 30 June expiration of the accountants' exemption.

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Tribunal upholds ban of ex-NAB-aligned adviser

The Administrative Appeals Tribunal has upheld a decision by ASIC banning a former Meritum Financial Group adviser from the financial services industry for five years.

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Hub24 hits $3bn in FUA

Investment platform provider Hub24 has seen its funds under administration (FUA) surge by 84 per cent in the past 12 months to hit $3 billion.

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Mentor Education builds out board

One of Australia's largest privately-owned financial services training companies, Mentor Education, has appointed a corporate strategist and educator to chair the group's 10-person academic board.

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ClearView to raise $50m amid sale plans

Life insurance and wealth management firm ClearView aims to raise $50 million to repay a CBA debt facility and to support growth.

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IFAAA to talk professionalism at next conference

The Independent Financial Advisers Association of Australia (IFAAA) has announced the theme of its 2016 annual symposium will be professionalism and how advisers can benefit.

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MLC Advice partnerships gets new head

MLC has announced its new head of practice development, who will work with licensee advisers to help them grow their businesses and implement strategies.

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QLD accounting division joins Crowe Horwath

The Queensland arm of accounting firm Moore Stephens will join Findex-owned accountancy and financial advisory group Crowe Horwath.

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