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Financial Planning

OneVue continues to target medical profession

MELANIE TIMBRELL  |  TUESDAY, 27 MAR 2012
OneVue has launched a second intermediated platform targeted at SMSF investors, specifically in the medical professional space.

Major product changes ahead for planners

ELISE BURGESS  |  MONDAY, 26 MAR 2012
Product providers are reassessing their offerings to the independent adviser market, according to ANZ Wealth, with new strategies under development to address massive issues.

FOFA passing causes industry division

ELISE BURGESS  |  FRIDAY, 23 MAR 2012
The Future of Financial Advice legislation has successfully passed through the House of Representatives to very mixed reactions from the wealth management industry.

Details still needed on opt-in: ANZ Wealth

CLAIRE MCGREAL  |  FRIDAY, 23 MAR 2012
The devil will be in the detail of the new requirements on opt-in according to ANZ Wealth, with a number of issues still to consider.

FOFA opt-in amendment in full

CLAIRE MCGREAL  |  THURSDAY, 22 MAR 2012
The government has moved to clarify the FOFA amendment relating to opt-in.

FSC: Government drops opt-in requirement

CLAIRE MCGREAL  |  THURSDAY, 22 MAR 2012
The Financial Services Council has accused the government of "walking away" from the "centrepiece" of the FOFA reforms by dropping the opt-in requirement for advisers.

Inaugural responsible investing platform launched

ELISE BURGESS  |  THURSDAY, 22 MAR 2012
Advisers heard about the rising standards for UNPRI signatories and responsible investing at the official launch of Australia's first responsible investing platform.

AFA hits out at ISN over deal allegations

CLAIRE MCGREAL  |  THURSDAY, 22 MAR 2012
The AFA has weighed into the debate over allegations a deal had been struck between the FPA and Industry Super Network on opt-in and the use of the term "financial planner".

FPA: Stance on opt-in remains the same

ELISE BURGESS  |  WEDNESDAY, 21 MAR 2012
The FPA has responded to industry-wide speculation that it has signed a deal with the Industry Super Network that would limit opt-in to a four year requirement.

ASIC, FPA, and FOS address shadow shopper report

ELISE BURGESS  |  WEDNESDAY, 21 MAR 2012
The FPA, ASIC and FOS have partnered up to deliver a series of educational workshops for advisers to combat issues found in an upcoming ASIC Shadow Shop survey.