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Financial Planning

Providers not meeting demand for aged care products

LAURA MILLAN  |  TUESDAY, 4 MAR 2014
Product providers are being slow at providing advisers with tools adapted to the new aged care legislation coming in on July 2014.

AFA Plan For Life - Life Company Awards

STAFF WRITER  |  TUESDAY, 4 MAR 2014
The annual AFA / Plan for Life - Life Company Awards was created to award the best life companies of the year in eight different categories.

Compliance costs Aussie advisers $15k versus global peers

MARK SMITH  |  TUESDAY, 4 MAR 2014
The extra time Australian advisers spend on administration and compliance compared to global advisers is costing them more than $15,000 a year, according to research by CoreData.

Advice numbers and client claims hit PIS results

LAURA MILLAN  |  MONDAY, 3 MAR 2014
The fall in advice numbers and the increase in client claims hit Professional Investment Services (PIS) revenue, which fell 7% during the first half of financial year 2014.

YBR doubles wealth management revenue

LAURA MILLAN  |  FRIDAY, 28 FEB 2014
Yellow Brick Road (YBR) has more than doubled its wealth management revenue in the six months to December 30, 2013.

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."