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Financial Planning

Sinodinos confirms election promises will be met

MARK SMITH  |  MONDAY, 14 OCT 2013
Assistant Treasurer, Senator Arthur Sinodinos, has committed to implementing "every last one" of the Coalition's election promises in relation to the financial services sector.

FPA reports $1.4 million surplus

LAURA MILLAN  |  FRIDAY, 11 OCT 2013
The Financial Planning Association (FPA) has reported a surplus of $1.4 million for financial year 2012 to 2013.

International advice meeting to develop new strategies

LAURA MILLAN  |  THURSDAY, 10 OCT 2013
The international Financial Planning Standard Board (FPSB) will look to develop new financial planning strategies during its meeting in Sydney later this month.

BT to double time advisers spend with clients

LAURA MILLAN  |  THURSDAY, 10 OCT 2013
BT Financial Group is implementing an Advice Transformation program that aims to double the time advisers spend in meetings with their clients.

Guardian Advice benefits from planner "flight to security"

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
Guardian Advice has hit the 200 adviser milestone and is benefiting from financial planners' "flight to security," the group's executive manager Simon Harris said.

Centrepoint optimistic after completing AAP acquisition

LAURA MILLAN  |  TUESDAY, 8 OCT 2013
After a tough year for independent dealer group Professional Investment Services (PIS), parent company Centrepoint is confident that the full acquisition of Associated Advisory Practices (AAP) will improve the group's performance.

Advisers to get social media insight at AFA Conference

LAURA MILLAN  |  TUESDAY, 8 OCT 2013
Financial planners at the Association of Financial Advice (AFA) Conference will receive a unique insight on social media through Twitter co-founder Dom Sagolla.

Chambers enters into administration, loses AFSL

LAURA MILLAN  |  FRIDAY, 4 OCT 2013
Chambers Investment Planners entered into voluntary administration and had its Australian financial services licence (AFSL) cancelled by the Australian Securities and Investments Commission (ASIC).

Industry funds ask for specialised SMSF adviser training

LAURA MILLAN  |  THURSDAY, 3 OCT 2013
Industry superannuation funds associations are asking financial planners who provide self-managed superannuation fund (SMSF) advice to undertake a different and more specialised training than those who advice on funds regulated by the Australian Prudential ...

Assistant Treasurer Sinodinos to speak at AFA conference

STAFF WRITER  |  THURSDAY, 3 OCT 2013
Assistant Treasurer Arthur Sinodinos will speak at the upcoming Association of Financial Advisers (AFA) National Conference in what will be his first address to the financial services sector since his appointment last month.