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Financial Planning

AFA Rising Star finalists announced

KERRIE SYDEE  |  TUESDAY, 27 SEP 2016
The Association of Financial Advisers (AFA) and ANZ Wealth have announced the finalists for the 2016 AFA Rising Star of the Year Award ahead of the upcoming AFA National Conference in Canberra.

Alternatives fund takes stake in Ignition Wealth

ALEX BURKE  |  TUESDAY, 27 SEP 2016
Ignition Wealth has received a "significant" investment from an ASX-listed alternatives fund.

YBR selling off accounting business

ALEX BURKE  |  MONDAY, 26 SEP 2016
Yellow Brick Road has entered into an agreement to sell its accounting business and legal practice.

Westpac alters incentive structure

KERRIE SYDEE  |  FRIDAY, 23 SEP 2016
Westpac chief executive Brian Hartzer has announced changes to employee incentives, including the removal of all product related incentives.

Survey reveals little faith in bank advice

MARK SMITH  |  THURSDAY, 22 SEP 2016
Only one in five Australian consumers have faith that traditional retail banks will give them unbiased advice and put their interests first.

Life insurance code needs clarity: FPA

KERRIE SYDEE  |  THURSDAY, 22 SEP 2016
The Financial Planning Association (FPA) has called for greater clarity around the overarching purpose of the Financial Services Council's (FSC) Life Insurance Code

Centrepoint establishes adviser transition program

KERRIE SYDEE  |  WEDNESDAY, 21 SEP 2016
Centrepoint Alliance has launched a transition program to assist experienced financial advisers launch their own advice businesses.

Sentry Group partners for back office solution

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
Sentry Group has entered an exclusive joint venture arrangement with an ASX listed company which specialises in software development.

Life Insurer Code of Practice falls short: AFA

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
The Association of Financial Advisers (AFA) has called for 'substantial improvements' to be made to the draft Life Insurer Code of Practice and is willing to see implementation delayed to ensure improvements are made.

Banks commit to new adviser hiring standards

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
In the hopes of only employing competent and ethical financial advisers, the banking industry has announced a new hiring protocol.