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Financial Planning

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.

SFG growth not affected by FoFA changes

LAURA MILLAN  |  TUESDAY, 25 FEB 2014
SFG Australia has reported a strong half year result, which it says was not affected by the implementation costs of the Future of Financial Advice (FoFA) regulation.

GenYs shy away from independent, professional advice

LAURA MILLAN  |  MONDAY, 24 FEB 2014
Young Australians rely mostly on family, friends and banks for financial advice, while accountants and financial advisers are out of favour, RaboDirect research has found.

Ripoll demands parliamentary debate for FoFA reforms

ALICE URIBE  |  FRIDAY, 21 FEB 2014
Shadow Financial Services and Superannuation Minister Bernie Ripoll has called for a full parliamentary debate for the government's proposed Future of Financial Advice (FoFA) reforms.

S&P DJI eyes aligned advice groups with new role

JAMES FERNYHOUGH  |  FRIDAY, 21 FEB 2014
S&P Dow Jones Indices (SPDJI) is recruiting for a role as part of a move to tap into the aligned financial advice dealer groups with its exchange-traded fund (ETF) indices.

General advice exemption "irrelevant" to advisers: AFA

LAURA MILLAN  |  FRIDAY, 21 FEB 2014
The Association of Financial Advisers (AFA) has judged the general advice exemption to conflicted remuneration "irrelevant" in its submission to Treasury about the proposed amendments to the Future of Financial Advice (FoFA).