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Financial Planning

AFA, FPA yet to commit to FSC life risk agenda

ALEX BURKE  |  TUESDAY, 16 JUN 2015
Both the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have refused to comment on whether a final consensus has been reached on the way forward for risk advice reforms.

Advice firm acquires $1bn accountancy business

LAURA MILLAN  |  MONDAY, 15 JUN 2015
Aura Group has acquired a majority stake in Accountable Financial Group (AFG), an accountancy firm with a focus on self-managed super funds (SMSFs) and just under $1 billion in assets under advice.

Finology expert to address AFA roadshow

DARREN SNYDER  |  FRIDAY, 12 JUN 2015
On the back of its recent partnership, Sunsuper and the Association of Financial Advisers (AFA) have secured PortfolioConstruction Forum chief finology officer, Dr David Lazenby, to address the AFA National Roadshow in July.

Westpac adviser sets up private wealth firm

LAURA MILLAN  |  THURSDAY, 11 JUN 2015
A Westpac financial adviser has left the group to start his own private wealth firm, licensed under Securitor.

YBR launches robo-advice platform

ALEX BURKE  |  WEDNESDAY, 10 JUN 2015
Yellow Brick Road is launching GURU, a robo-advice platform that generates a holistic financial "roadmap."

Ghost fund flogger banned

LAURA MILLAN  |  WEDNESDAY, 10 JUN 2015
A Queensland businessman has been banned from providing financial services for four years for promoting a fund that did not exist.

FEATURE: Defending wealth

STAFF WRITER  |  TUESDAY, 9 JUN 2015
Australia's retirees and those approaching retirement must fight harder than ever to protect their wealth. As rates fall and global growth slows, some are turning to riskier investments to preserve and guarantee their income in this unpredictable environment.

Sunsuper and AFA partner for advice

DARREN SNYDER  |  TUESDAY, 9 JUN 2015
The latest partnership aiming to promote a sound culture in financial services was announced on Friday between Sunsuper and the Association of Financial Advisers (AFA).

MAX Award winners named

MARK SMITH  |  FRIDAY, 5 JUN 2015
The best and brightest financial services marketing, advertising and sales professionals were recognised at the MAX Awards in Sydney last night.

CPA sets up independent advice license

LAURA MILLAN  |  FRIDAY, 5 JUN 2015
CPA Australia has set up CPA Australia Advice, an independent financial planning licensee that aims to become "a new benchmark for professional and ethical conduct."