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Financial Planning

Advisers encouraged to use tech to boost soft skills

LAURA MILLAN  |  MONDAY, 10 FEB 2014
Financial advisers are being encouraged to build and strengthen their relationships with clients through technology.

AFA to lobby on FoFA through grassroots campaign

LAURA MILLAN  |  MONDAY, 10 FEB 2014
The Association of Financial Advisers (AFA) is calling on members to lobby their local representative on the organisation's position around the amendments to the Future of Financial Advice (FoFA) legislation.

FoFA amendments could bring back commissions: FPA

JAMES FERNYHOUGH  |  FRIDAY, 7 FEB 2014
The government's proposed amendments to the Future of Financial Advice (FoFA) reforms could lead to a return to commissions, Financial Planning Association (FPA) chief executive Mark Rantall has warned.

IOOF adapts distribution team for post-FoFA world

LAURA MILLAN  |  FRIDAY, 7 FEB 2014
IOOF is the last of a number of organisations to restructure its distribution team in order to adapt to a post-Future of Financial Advice (FoFA) environment.

FoFA changes delay tax-deductible advice: Ripoll

LAURA MILLAN  |  FRIDAY, 7 FEB 2014
The government's proposed amendments to the Future of Financial Advice (FoFA) legislation are delaying the possibility of the implementation of tax-deductible advice, Shadow Minister for Financial Services and Superannuation Bernie Ripoll told Financial ...

FPA asks for tax-deductible advice

LAURA MILLAN  |  WEDNESDAY, 5 FEB 2014
The Financial Planning Association (FPA) has asked the government to implement tax deductibility on financial planning fees.

Industry groups self-interest caused FoFA problems

LAURA MILLAN  |  TUESDAY, 4 FEB 2014
The overabundance of industry groups lobbying to ensure their own interests was the cause of the problems and complaints around the Future of Financial Advice (FoFA) legislation, Connect Financial Service Brokers chief executive Paul Tynan said.

Advisers can increase portfolio value by 3%

LAURA MILLAN  |  TUESDAY, 4 FEB 2014
Good financial advisers could add about 3% worth of measurable alpha to a client's portfolio, according to upcoming Vanguard research.

FPA kicks off week of free financial advice

LAURA MILLAN  |  MONDAY, 3 FEB 2014
The Financial Planning Association (FPA) advisers will be providing financial advice for free as part of the Ask an Expert Week that starts today and will finish on February 9th.

Guardian lowers PI insurance premiums for planners

ALICE URIBE  |  FRIDAY, 31 JAN 2014
In an effort to recognise advisers who provide professional sustainable advice, Guardian Advice and Suncorp Financial Planning are set to lower professional insurance premiums for its planners.