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Financial Planning

Count launches new online tool

MARK SMITH  |  THURSDAY, 16 OCT 2014
Count Financial has launched a new online tool to help accountants ensure they complete all the necessary steps to continue providing self-managed super fund (SMSF) advice to clients before the July 2016 deadline.

AFA crowns Adviser and Practice of the Year

ALICE URIBE, LAURA MILLAN  |  WEDNESDAY, 15 OCT 2014
Complete Financial Balance has been named the first AFA Practice of the Year and Dartnall Advisers' principal and senior adviser Eleanor Dartnall has been crowned Adviser of the Year.

CFS adds annuities to platforms

JAMES FERNYHOUGH  |  WEDNESDAY, 15 OCT 2014
Challenger and CommInsure annuities will soon be available on Colonial First State's retail platforms FirstChoice and FirstWrap.

FPA appoints new CRC Chair, rolls out education standards

STAFF WRITER  |  WEDNESDAY, 15 OCT 2014
The Financial Planning Association of Australia (FPA) has appointed a new Chair of its Conduct Review Commission (CRC) and rolled out a proposed Education and Professional Standards Framework to the Parliamentary Joint Committee (PJC) Inquiry.

AFA awards Joe Nowak for "a lifetime of contribution"

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
The Association of Financial Advisers (AFA) has awarded the Michael Murphy Award to Joe Nowak for "a lifetime of contribution" to the association and to the advice industry.

Labor considers ban on insurance commissions

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
The Labor Party will consider introducing a ban on life insurance adviser commissions into its policy platform in response to last week's damning report on life risk advice from the Australian Securities and Investments Commission (ASIC).

AFA questions ASIC life report

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
AFA chief executive Brad Fox raised concerns over the methodology of Australian Securities and Investments Commission's (ASIC) report on life insurance advice that was released last week.

New tech can't beat face-to-face advice meetings

MARK SMITH  |  TUESDAY, 14 OCT 2014
Despite the emergence of new technologies such as Skype and social media, more than eight of 10 consumers still prefer an old-fashioned face-to-face meeting with their financial adviser.

BT launches 'ground-breaking' advice register

JAMES FERNYHOUGH  |  TUESDAY, 14 OCT 2014
BT Financial Group has launched an online advice register listing every adviser on its network, and providing details of their qualifications, customer ratings and feedback.

Kate McCallum wins AFA Female Excellence in Advice Award

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
The Association of Financial Advisers (AFA) has awarded the Female Excellence in Advice Award to Multiforte Financial Services adviser Kate McCallum.