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Financial Planning

AMP practices embrace PractiFI platform

ALEX BURKE  |  THURSDAY, 2 JUL 2015
Several AMP practices, including PFG Financial Services, are adopting cloud-based financial advice business administration platform PractiFI.

David Koch joins forces with Adviser Ratings

ALEX BURKE  |  THURSDAY, 2 JUL 2015
Sunrise co-host David Koch has become a shareholder in financial adviser review service Adviser Ratings.

CSSA guided by new name and code of conduct

DARREN SNYDER  |  THURSDAY, 2 JUL 2015
A rebrand and new set of guiding principles will drive the association formerly known as CSSA.

PROFILE: Stanford Brown chief executive Jonathan Hoyle

ALEX BURKE  |  THURSDAY, 2 JUL 2015
There are two things that arguably led Jonathan Hoyle to where he is now: Michael Lewis's autobiography, Liar's Poker, and the sight of fresh blood.

Griffith, FPA launch academic advice journal

STAFF WRITER  |  WEDNESDAY, 1 JUL 2015
Griffith Business School and the Financial Planning Association (FPA) will publish an academic journal dedicated to financial planning.

IOOF advice firm jumps ship to Fitzpatricks

LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
An advice firm licensed under IOOF-owned Lonsdale has changed dealer groups and moved to non-aligned Fitzpatricks Private Wealth.

Forward-thinking advisers benefit from opt-in deadline

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
ASIC's "facilitative approach" to the Future of Financial Advice (FoFA) opt-in and fee disclosure statement requirements ends today, but forward-thinking practices have nothing to worry about.

Findex acquires private wealth firm

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
Findex Group has acquired Melbourne-based accounting and financial advice firm Martin Goodrich & Associates (MGA).

A sobering lesson from a social move gone wrong

LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
The sacking of a financial adviser after he posted anti-Semitic comments on Twitter shows how social media can make or break an adviser's reputation - and career. Here are some tips by one of Australia's top financial planners on social media.

AFA steps up consumer communication

STAFF WRITER  |  TUESDAY, 30 JUN 2015
The Association of Financial Advisers (AFA) is on the front foot when it comes to sending the right message to consumers about the value of professional financial advice.