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Financial Planning

Northstar joins Chan & Naylor joint venture partnership

MARK SMITH  |  WEDNESDAY, 1 OCT 2014
Sydney-based accounting firm Northstar has become the latest to joint venture partner of national accounting and advice firm Chan & Naylor.

AAP adds five boutique firms in a month

LAURA MILLAN  |  MONDAY, 29 SEP 2014
Centrepoint-owned Associated Advisory Practices (AAP) has seen five boutique licensees join in August, and an increase in inquiries from advisers looking to move away from institutions.

Coalition Senators head-to-head over FoFA

LAURA MILLAN  |  FRIDAY, 26 SEP 2014
The government's reforms to the Future of Financial Advice (FoFA) could be disallowed by Nationals' Senator John Williams after he staged a parliamentary confrontation against Finance Minister and Liberal Senator Mathias Cormann.

FSC advice regulation plan leaves AMP cold

LAURA MILLAN  |  THURSDAY, 25 SEP 2014
The Financial Services Council (FSC)'s recently proposed advice regulation plan lacks the support of one of its biggest members.

Hockey accuses Labor of making "a mess" of FoFA

LAURA MILLAN  |  THURSDAY, 25 SEP 2014
Treasurer Joe Hockey has lambasted the Labor party for "complaining about its own laws" and making "such a mess of the entire crisis of financial advice."

Advice associations under conflict of interest on professionalism: ASIC

LAURA MILLAN  |  TUESDAY, 23 SEP 2014
Advice industry self-regulation is not an appropriate model to increase professionalism in the financial advice industry, as associations have "an inevitable conflict of interest," the Australian Securities and Investments Commission has argued.

Dover in search of compliance staff

LAURA MILLAN  |  TUESDAY, 23 SEP 2014
Dealer group Dover Financial Advisers has appointed a new executive to the compliance team and identified the need for at least two more to accommodate advice firms' growth.

Opposition wants to postpone vote on FoFA bill

LAURA MILLAN  |  TUESDAY, 23 SEP 2014
Labor and the Greens have asked the government to postpone again the vote on the changes to the Future of Financial Advice (FoFA) legislation until the Financial System Inquiry (FSI) releases its conclusions.

Guardian and Asteron help launch pro bono adviser service

ALICE URIBE  |  FRIDAY, 19 SEP 2014
Guardian Advice and Asteron Life have joined together with a network of financial advisers to launch Claims Aid, a service to provide pro-bono claims assistance on life and disability policies.

ASIC reviews FoFA progress

JAMES FERNYHOUGH  |  THURSDAY, 18 SEP 2014
The Future of Financial Advice (FoFA) reforms have had little effect on either adviser numbers or the type of financial advice AFS licensees provide, according to the Australian Securities and Investments Commission (ASIC).