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Financial Planning

Premium appoints Ibbotson as asset consultant

JAMES FERNYHOUGH  |  TUESDAY, 15 OCT 2013
Dealer group Premium Wealth Management has appointed Morningstar's Ibbotson Associates Australia Limited as its dedicated consultant.

70 pct retirees see advisers

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
Clients prefer face to face interaction, like long statements of advice, want to receive financial advice and are willing to trust their advisers.

Read the rules, says ASIC

MARK SMITH  |  TUESDAY, 15 OCT 2013
ASIC deputy chairman Peter Kell reassured advisers at the AFA conference that the FoFA best interest duty is not as strict as people think.

In search of more female advisers

LAURA MILLAN  |  MONDAY, 14 OCT 2013
There are too few female financial advisers and the AFA national conference is canvassing ways to do something about it.

Registrations open for 'Your best interests'

MARK SMITH  |  MONDAY, 14 OCT 2013
Registrations are open for advisers willing to participate in the AFA's latest initiative to promote financial advice to the Australian public.

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.