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Financial Planning

Melbourne planner launching crowd-funded positivity campaign

ALEX BURKE  |  THURSDAY, 22 JAN 2015
A Melbourne adviser is looking to crowd-fund a campaign to promote positive stories about financial planners.

Advisers closely watching mFund

LAURA MILLAN  |  WEDNESDAY, 21 JAN 2015
Most financial advisers are keeping a close eye on mFund and waiting for the selection of funds to be broader before starting to use it.

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
New research from Rainmaker reveals that managed accounts are not only enabling advisers to improve their clients' investment outcomes as well as boost their own business' worth, they are enabling new investment managers to enter the market.

Praemium platform passes $3bn milestone

STAFF WRITER  |  TUESDAY, 20 JAN 2015
Praemium's global funds on platform reached $3.1 billion as at 31 December 2014 following a quarter of record inflows to the company's Australian and international separately managed account (SMA) platforms.

ASIC national exam proposal lacks evidence: CMCRC

ALEX BURKE  |  TUESDAY, 20 JAN 2015
ASIC chair Greg Medcraft's call for a national adviser examination is flawed, according to Capital Markets Cooperative Research Centre (CMCRC) chief executive Michael Aitken.

AFA GenXt roadshow connects knowledge and performance

MARK SMITH  |  MONDAY, 19 JAN 2015
The Association of Financial Advisers (AFA) will focus on education and knowledge as a means to drive business and client performance at this year's GenXt National Roadshow.

Industry waiting on Frydenberg for adviser education guidance

LAURA MILLAN  |  MONDAY, 19 JAN 2015
The financial services industry is waiting on newly-appointed Assistant Treasurer Josh Frydenberg to make public the government's position on the Senate inquiry into adviser education standards.

Investment Trends releases 2014 platform report

ALEX BURKE  |  MONDAY, 19 JAN 2015
Investment Trends has released its 2014 platform report, which compares 466 "key characteristics" of 12 major investment platforms.

FPA sets sights on lifting professional standards

MARK SMITH  |  FRIDAY, 16 JAN 2015
Education and professional standards must be raised if the quality of advice across the financial planning industry is to be consistent, according to Financial Planning Association (FPA) chief executive Mark Rantall.

AFA announces record enrolments for new curriculum

ALEX BURKE  |  THURSDAY, 15 JAN 2015
The Association of Financial Advisers (AFA) has announced record numbers of advisers applying for its masters-level Fellow Chartered Financial Practitioner (FChFP) designation.