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Financial Planning

Judge orders end of class action against WealthSure

LAURA MILLAN  |  MONDAY, 23 SEP 2013
The Federal Court of Australia has ordered the class action against WealthSure to stop, but it will allow members to continue the proceedings individually.

FPA reveals winners of Best Practice Awards

LAURA MILLAN  |  MONDAY, 23 SEP 2013
The Financial Planning Association has revealed the names of this year' winners of the Best Practice Awards.

Consumer at centre of this year's AFA Conference

STAFF REPORTER  |  FRIDAY, 20 SEP 2013
Following widespread industry reforms aimed at putting the needs of the client first, this year's AFA Conference will focus on the "Age of the Consumer".

AMP's Hillross grows network with 'relaxed' branding

JAMES FERNYHOUGH  |  FRIDAY, 20 SEP 2013
AMP-owned dealer group Hillross Financial Services has added $1 billion to its funds under advice (FUA) over the last year, after adding seven existing practices and 11 start-up firms to its adviser network.

AFA names Rising Star finalists

LAURA MILLAN  |  THURSDAY, 19 SEP 2013
The Association of Financial Advisers (AFA) has revealed the names of the six finalists in the 2013 Rising Star of the Year Award, which recognizes the best new advisers.

AFA Adviser of the Year Finalists revealed

ALICE URIBE  |  WEDNESDAY, 18 SEP 2013
The six finalists for the 11th annual Association of Financial Advisers (AFA) Adviser of the Year Award have been announced ahead of the October AFA conference.

ASIC questions SMSF advice in proposed guidance

LAURA MILLAN  |  MONDAY, 16 SEP 2013
The Australian Securities and Investments Commissions (ASIC) has called into question the quality of advice given to self-managed superannuation funds (SMSF) investors in proposed guidance it has released today.

AXA fined for poor advice in the UK

LAURA MILLAN  |  MONDAY, 16 SEP 2013
The UK Financial Conduct Authority (FCA) has imposed AXA a financial penalty for giving poor investment advice to NAB-owned banks in the UK.

Netwealth Advice set for growth after business restructure

LAURA MILLAN  |  FRIDAY, 13 SEP 2013
Netwealth advice business is undergoing a major restructure that will pave the way for a "strong and sustained" growth over the next year, netwealth Advice Group head of Advice Simon Micallef said.

New SFG service launched to reposition boutiques

ALICE URIBE  |  THURSDAY, 12 SEP 2013
SFG Australia (SFGA) has launched a business-to-business offering to assist boutique Australian Financial Services Licence (AFSL) holders with back-end support.