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Financial Planning

FEATURE: Advisers go solo

LAURA MILLAN  |  FRIDAY, 28 FEB 2014
Advisers' appetite for setting up their own Australian Financial Services Licence (AFSL) is taking off. As more planners join the ranks of those who try going it alone, Laura Millan looks at the pros, the cons and the how-to.

Advised pre-retirees more confident about retirement

LAURA MILLAN  |  FRIDAY, 28 FEB 2014
Advised pre-retirees are more confident than non-advised that they will achieve the level of wealth they require in retirement, CoreData research found.

Synchron pushes for providers' direct payment

LAURA MILLAN  |  FRIDAY, 28 FEB 2014
Synchron and law firm Lander & Rogers are seeking to amend the Corporations Law Act to allow financial advisers to receive payments directly from providers.

First Financial joins BT Select

LAURA MILLAN  |  THURSDAY, 27 FEB 2014
Melbourne-based advice group and former financial services division of Crowe Horwath First Financial has joined BT Select.

FoFA changes could start before May: Sinodinos

LAURA MILLAN  |  WEDNESDAY, 26 FEB 2014
Assistant Treasurer Arthur Sinodinos told the Senate Standing Committee on Economics today that Future of Financial Advice (FoFA) proposed amendments could come into effect "earlier than May."

AMP migrates platforms into North Online

LAURA MILLAN  |  WEDNESDAY, 26 FEB 2014
AMP has migrated its Summit, Generations and iAccess platforms onto the North Online technology after the three wraps reported losses in the company's full year results this week.

PROFILE: Centric Wealth CEO Phil Kearns

JAMES FERNYHOUGH  |  WEDNESDAY, 26 FEB 2014
Ex-Wallaby captain and chief executive of Centric Wealth Phil Kearns tells James Fernyhough that there are more similarities between rugby and financial advice than first meet the eye.

ClearView reports $9.1 million profit

JAMES FERNYHOUGH  |  WEDNESDAY, 26 FEB 2014
ClearView Wealth Limited has reported net profit after tax (NPAT) of $3.6 million, and underlying NPAT of $9.1 million.

Treasury looks at further FoFA amendments

JAMES FERNYHOUGH  |  TUESDAY, 25 FEB 2014
Treasury is considering confidential proposals to reverse rules that ban conflicted remuneration arrangements for corporate super specialist advisers, according to Douglas Latto, president of the Corporate Super Specialist Alliance (CSSA).

Financial Index launches low-cost advice platform

LAURA MILLAN  |  TUESDAY, 25 FEB 2014
Financial Index Wealth Accountants has launched an online financial planning platform aimed at Australians who have never accessed financial advice.