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Financial Planning

Pivotal changes name to Affinia

LAURA MILLAN  |  FRIDAY, 22 FEB 2013
Pivotal Financial Advisers changed its name to Affinia Financial Advisers, the company announced.

AFA mulls fresh approach to FOFA code of conduct

LAURA MILLAN  |  TUESDAY, 19 FEB 2013
The Association of Financial Advisers (AFA) is still looking for a practical approach to the Future of Financial Advice (FoFA) Code of Conduct requirement, AFA newly appointed CEO Brad Fox said.

Adviser firm Collins SBA joins Godfrey Pembroke

LAURA MILLAN  |  THURSDAY, 14 FEB 2013
Tasmania-based financial advice and accounting firm, Collins SBA is the first firm to join the Godfrey Pembroke network this year, and the ninth to do so in the last 12 months.

ASIC court order against Sydney adviser

LAURA MILLAN  |  WEDNESDAY, 13 FEB 2013
The Australian Securities and Investments Commission has obtained interim court orders against Sydney financial adviser Gabriel Nakhl.

How advisers can double their business value

MARK SMITH  |  WEDNESDAY, 6 FEB 2013
Putting greater emphasis on earnings can double the value of financial planning businesses, according to Centurian Market Makers' Chris Wrightson.

Advisers expect greater focus on efficiency after FoFA

MARK SMITH  |  MONDAY, 4 FEB 2013
Advisers expect to see an increased focus on efficiency and technology following FoFA, according to a new survey.

Advisers head to Gold Coast for social media conference

BEN COLLINS  |  FRIDAY, 1 FEB 2013
Financial advice professionals will travel to the Gold Coast this weekend to better learn how to make technology work for their businesses.

Planners revise down growth expectations

MARK SMITH  |  THURSDAY, 31 JAN 2013
Financial planners have revised down their capital growth expectations for the year ahead as on-going volatility sees clients holding increasingly high levels of excess cash, according to a recently published Investor Trends report.

CFP ranks to top 150,000 in 2013

MARK STORY  |  TUESDAY, 29 JAN 2013
The Financial Planning Standards Board (FPSB), owner of the international Certified Financial Planner certification program, reported that the global number of CFP professionals jumped from 139,818 at year-end 2011 to 147,822 12 months later.

Trapnell rejects 'no way out' stance by licencees

MARK STORY  |  FRIDAY, 25 JAN 2013
You can check-in any time you like, but you can never leave: Synchron director Don Trapnell has used the immortal lines from the classic 1970s Hotel California hit to reaffirm his rejection of licensee heavy-handedness dealing with advisers who want ...