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Financial Planning

Avenue joins Lonsdale

ALEX DUNNIN  |  MONDAY, 2 JUL 2012
Adviser group Avenue Capital Management will join IOOF's Lonsdale Financial group, cementing the conglomerate's place well inside the industry's top 10.

Count counts more advisers

MELANIE TIMBRELL  |  FRIDAY, 29 JUN 2012
Count Financial added nine practices and 24 new Authorised Representatives in June.

DomaCom to offer advisers free software

LINDA HAUSKEN  |  FRIDAY, 29 JUN 2012
Internet-based property investment vehicle DomaCom is set to offer advisers free access to an online financial planning software tool.

National exam to raise quality of advice

LINDA HAUSKEN  |  FRIDAY, 29 JUN 2012
The Australian Securities & Investments Commission is set to consult with the advice industry on its proposal to develop and implement a national exam for advisers.

Fitzpatricks Private Wealth builds advice profile

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
High net worth advisory firm Fitzpatricks Private Wealth has signed John McMurdo in the role of group managing director and added Chris Cuffe to its board of directors.

SFG renews platform agreements

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
SFG Australia, the merged entity of Snowball Group and Shadforth Financial has renewed its agreements with BT Wrap and CFS Custom Solutions' Symetry platform.

UK to ban platform payments

ALEX DUNNIN  |  THURSDAY, 28 JUN 2012
Payments to platforms from service providers are set to be banned in the UK by the Financial Services Authority, triggering reactions that the reforms would shift $30 million in costs directly onto consumers.

AFA award nominations now open

LINDA HAUSKEN  |  MONDAY, 25 JUN 2012
The Association of Financial Advisers has today opened nominations for its annual AFA Rising Star of the Year Award.

Census 2011: Australia is changing, and fast

ALEX DUNNIN  |  FRIDAY, 22 JUN 2012
The Australian Bureau of Statistics has just released the results of the 2011 Census and they paint a picture of a nation changing positively and very rapidly.

FOFA passes as industry backs professionalism

MELANIE TIMBRELL  |  THURSDAY, 21 JUN 2012
Industry bodies have broadly welcomed yesterday's passage of the FOFA legislation through the Senate, with the focus on codes of conduct effectively setting up the industry for self-regulation amid the push towards professionalism and better consumer ...