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Financial Planning

Elixir Consulting partners with Evolve Leadership

STAFF WRITER  |  WEDNESDAY, 26 NOV 2014
Elixir Consulting has partnered with Evolve Leadership Group to provide further business strategy consulting to clients who want to take their business to the next level.

Independent dealer groups eye Genesys practices

LAURA MILLAN  |  TUESDAY, 25 NOV 2014
Centrepoint Alliance has opened its doors to Genesys advisers after the closure of the dealership and asked them to choose a dealer group aligned with their values.

FPA shines light on "catch-all" dilemma

LAURA MILLAN  |  TUESDAY, 25 NOV 2014
The "catch-all" phrase within the Future of Financial Advice (FoFA) best interests' duty provision is back, with advisers wondering what it means for their businesses.

Adviser jailed for two years over $1.5M fraud

LAURA MILLAN  |  MONDAY, 24 NOV 2014
A former Perth-based financial adviser has been jailed for two years for stealing almost $1.5 million worth of shares.

FPA Future2 award goes to Kathy Havers

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
The Financial Planning Association of Australia (FPA) has awarded the 2014 Future2 Community Service of the Year Award to Catalyst Financial Group adviser Kathy Havers.

Advisers confronted with harsh reality of whistleblowing

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
Blowing the whistle on rogues within any financial services organisation is hard, stressful and takes a toll on the whistleblower's life, but it is worth it because it makes a difference, former Commonwealth Bank adviser and whistleblower Jeff Morris ...

Stephen Godfrey awarded FPA adviser of the year

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
Brisbane-based Visis Private Wealth adviser Stephen Godfrey won the Financial Planning Association (FPA) financial planner of the year award presented at the FPA Congress in Adelaide.

Grandfathering set to become next advice battlefield

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
Advice associations will make grandfathering a priority in their conversations with government and opposition to address the sudden disallowance of the government's changes to the Future of Financial Advice (FoFA) legislation.

FoFA opt-in to cause advisers biggest headache

JAMES FERNYHOUGH  |  THURSDAY, 20 NOV 2014
Financial planners are frustrated with the sudden and unexpected change to the laws governing financial advice, with some raising particular concerns about the requirement to regularly ask clients to resign their contracts, known as the opt-in requirement.

FPA Congress begins amid FoFA unrest

ALICE URIBE  |  THURSDAY, 20 NOV 2014
The Financial Planning Association (FPA) Professionals Congress kicked off in Adelaide this morning, in the wake of the Senate's disallowance of the government's changes to the Future of Financial Advice (FoFA) legislation.