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Financial Planning

AFA Inspire initiative launched in Sydney

MARK SMITH  |  THURSDAY, 20 JUN 2013
The Association of Financial Advisers (AFA) formally launched its Inspire initiative to provide a network and professional community for women in the financial advice industry at an event in Sydney last night.

UK RDR yet to change adviser charging models

ALEX DUNNIN  |  WEDNESDAY, 19 JUN 2013
The UK Retail Distribution Review was launched with much fanfare end last year, but it seems to have had only minor material impact on adviser remuneration methods.

TASA may also affect industry super funds

LAURA MILLAN  |  WEDNESDAY, 19 JUN 2013
As the financial services industry awaits MPs' position on the amendments to the Tax Agent Services Act (TASA) bill, industry superannuation funds have raised concerns that the legislation could also affect them.

ClearView advisers up by 45%

LAURA MILLAN  |  WEDNESDAY, 19 JUN 2013
ClearView Wealth has increased the number of authorised financial advice representatives by 45% and boosted its in-force life insurance premiums over the last year.

Customised portfolios ease FoFA burden

MARK SMITH  |  TUESDAY, 18 JUN 2013
Customised multi-asset portfolios regulated under unit trust schemes can help advisers comply with the new FoFA regime coming into force on 1 July.

Industry "disappointed" at PJC recommendation

LAURA MILLAN  |  TUESDAY, 18 JUN 2013
The financial services industry has expressed disappointment over the report of the Parliamentary Joint Committee (PJC), which yesterday recommended the Parliament not to amend the Tax Agent Services Act (TASA) bill.

Coalition opposes TASA changes

LAURA MILLAN  |  MONDAY, 17 JUN 2013
The Coalition has opposed the changes to the Tax Agents Services Act (TASA) bill on the same day that the Parliamentary Joint Committee is due to present the results of its inquiry to the Parliament.

BT launches adviser website and app

JAMES FERNYHOUGH  |  MONDAY, 17 JUN 2013
BT Financial Group (BTFG) has launched a new website, BT Adviser Services (BTAS), bringing its entire practice management offer into one place.

Dissenting Coalition TASA report could impact independents

LAURA MILLAN  |  FRIDAY, 14 JUN 2013
The Parliamentary debate over the Tax Agent Services Act (TASA) 2009 bill is likely to heat up as the Coalition is reportedly working on a dissenting report that could influence independent MPs.

Asian LGBT advice firm headhunts Aussie planners

MARK SMITH  |  FRIDAY, 14 JUN 2013
Hong Kong-based Financial Partners, the advisory firm behind Asia's first LGBT (Lesbian, Gay, Bisexual and Transgender) wealth management business, is actively recruiting Australian financial planners to the specialist division.