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Financial Planning

Guardian Advice recruits four new practices

RACHEL DAVIS  |  THURSDAY, 3 MAY 2012
Guardian Advice has expanded its network with four new practices in NSW and Victoria, as part of its three year growth strategy to increase adviser numbers by partnering with independent practices.

CPA responds to advice exemption

MELANIE TIMBRELL  |  TUESDAY, 1 MAY 2012
CPA Australia has called on the government to extend an exemption for accountants in line with that granted to financial advisers yesterday.

netwealth unbundles super

MELANIE TIMBRELL  |  TUESDAY, 1 MAY 2012
netwealth has become the latest provider to unbundle its super offer with the launch of a next generation product to tailor investment and insurance requirements to the desired fee level.

Count taps Clark, expands BDM network

MELANIE TIMBRELL  |  THURSDAY, 26 APR 2012
Former BT Financial Group executive Judy Clark has moved to Count Financial in the newly created role of senior executive member development.

FPA launches consultation on financial planning education

BEN COLLINS  |  MONDAY, 23 APR 2012
The Financial Planning Association, in conjunction with the Financial Planning Education Council, will launch a national consultation framework on the curriculum and accreditation requirements for financial planning education in Australia.

Govt overhauls aged care

ELISE BURGESS  |  FRIDAY, 20 APR 2012
The introduction of means testing for aged care by the Federal Government is set to reshape the entire industry, with flow-on effects expected for advice.

ASIC suspends practice licence

ELISE BURGESS  |  TUESDAY, 17 APR 2012
ASIC has suspended the licence of Australian Performance Financial Planning for three months for unknown reasons.

APLs a potential minefield under FOFA

ELISE BURGESS  |  THURSDAY, 12 APR 2012
While opt-in may have attracted the most heated debate, lurking issues around conflicted remuneration may pose a bigger threat with the ACCC already involved, according to one asset management firm.

Planner annuity interest climbs

ELISE BURGESS  |  WEDNESDAY, 11 APR 2012
Financial planner current use of annuities may be limited, with only 36% using the products in 2011, but there are predictions of increased use across the industry revealed in a new planner survey.

Former Bell Potter adviser charged

MELANIE TIMBRELL  |  WEDNESDAY, 11 APR 2012
A former senior client adviser with Bell Potter Securities Limited has been charged with 15 counts of fraudulent conduct following an ASIC investigation.