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Financial Planning

Safer sex? Women take less risk than men

MARK SMITH  |  THURSDAY, 15 MAY 2014
Overlooking the preferences of the more cautious partner when devising an investment strategy for couples could see planners get a rap from the regulator, risk specialist FinaMetrica has warned.

Budget forces advisers to rethink tax, retirement strategies

LAURA MILLAN  |  TUESDAY, 13 MAY 2014
Financial advisers will have to review their clients' tax and retirement strategies, following the release of the 2014 budget.

Count awards advisers in Shanghai conference

LAURA MILLAN  |  TUESDAY, 13 MAY 2014
Count Financial has given awards to ten accountants and advisers during its annual conference, held this year in Shanghai.

David Rae wins Count Adviser of the Year award

LAURA MILLAN  |  MONDAY, 12 MAY 2014
Beames and Associates Financial Services director David Rae was the winner of Count Financial's first Adviser of the Year award.

CBA wants Senate to fix corporate super advice

LAURA MILLAN  |  MONDAY, 12 MAY 2014
Commonwealth Bank (CBA) has expressed concern that the ban on conflicted remuneration will affect corporate superannuation advisers and has asked the Senate inquiry into the Future of Financial Advice (FoFA) to find a way to solve the issue.

Research houses to blame for advice catastrophes: AIOFP

LAURA MILLAN  |  FRIDAY, 9 MAY 2014
The Association of Independently Owned Financial Professionals (AIOFP) said that research houses' conflicts of interest when rating products are one of the reasons behind the failure of some funds.

Westpac weighs in on FoFA debate

LAURA MILLAN  |  FRIDAY, 9 MAY 2014
Westpac said that the government's proposed changes to the Future of Financial Advice (FoFA) legislation are "necessary" to ensure consumer protection.

Stakeholders stage FoFA confrontation in Senate submissions

LAURA MILLAN  |  WEDNESDAY, 7 MAY 2014
A new round of submissions to the Senate inquiry into the Future of Financial Advice (FoFA) amendments has seen consumers, academics and industry bodies holding increasingly opposing positions.

YBR poised to acquire mortgage aggregator

LAURA MILLAN  |  WEDNESDAY, 7 MAY 2014
Wealth management firm Yellow Brick Road (YBR) will grow its distribution channel with 700 new mortgage broker groups, following the acquisition of Vow Financial Holdings.

Fiducian acquisition adds $66 million in FUA

LAURA MILLAN  |  WEDNESDAY, 7 MAY 2014
Fiducian Group has acquired a financial planning business that will add $66 million to its funds under advice.