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Financial Planning

Advisers optimistic on SMSFs despite changing skill set

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
Financial advisers are still expecting SMSF revenues to increase as a percentage of their practice revenue, despite cost of advice falling and the specialist skills required.

BT flags wealth "land grab"

MELANIE TIMBRELL  |  THURSDAY, 12 JUL 2012
BT Financial has launched a new aligned dealer brand as part of the group's broader ambition to grow by securing a larger chunk of superannuation and life insurance assets.

My Adviser offers accountants licensing package

LINDA HAUSKEN  |  WEDNESDAY, 11 JUL 2012
My Adviser group has launched a specialist authority licensee package to enable accountants to continue to provide advice on SMSFs and superannuation following the changes to the accountant exemption in the FOFA reforms.

ClearView expands advice division

LINDA HAUSKEN  |  WEDNESDAY, 11 JUL 2012
ClearView Wealth Limited has expanded its advice division with the number of advisers in its dealer group increasing more than one-third since December.

Advisers positive about fee for service

LINDA HAUSKEN  |  MONDAY, 9 JUL 2012
With the FOFA legislation taking effect in less than a year, the hybrid fee for service model is growing in popularity among financial advisers, reveals a new report.

Handle churn through dealer groups, don't target advisers

MELANIE TIMBRELL  |  THURSDAY, 5 JUL 2012
The Financial Services Council should develop standards to force dealer groups and life companies to manage individual advisers churning business rather than punish the entire industry, reveals an opinion survey of independent advisers conducted by Asteron ...

Trio fraud victims demand compensation

ALEX DUNNIN  |  THURSDAY, 5 JUL 2012
A group of Trio fraud victims is meeting with Bill Shorten, minister for superannuation and financial services, to demand that they be compensated for their losses just as members of regular super funds were compensated.

Resi property portal targets planners, SMSFs

ALEX DUNNIN  |  WEDNESDAY, 4 JUL 2012
Residential property is an attractive asset class but choosing a property for a self-managed super fund is not as simple as choosing a property to live in or negatively gear yourself.

Buyer's market for planning businesses: Radar Results

BEN COLLINS  |  TUESDAY, 3 JUL 2012
A decrease in interest rates means financial planners can fund the acquisition of financial planning businesses, creating a buyers' market.

Macquarie to sell COIN

MELANIE TIMBRELL  |  MONDAY, 2 JUL 2012
Macquarie Banking and Financial Services has signed a conditional agreement for the sale of COIN Software to Rubik Financial Limited.