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Financial Planning

TAL big winner in AFA annual awards

MELANIE TIMBRELL  |  THURSDAY, 23 FEB 2012
TAL has taken out the Association of Financial Advisers / Plan for Life's 2011 Life Company of the Year Award.

AFS launches mobile platform for advisers

MELANIE TIMBRELL  |  THURSDAY, 23 FEB 2012
Independent dealer group Australian Financial Services has launched a mobile platform designed to work on a B2B and B2C level.

ALP leadership issues will delay FOFA: Chikarovski

MELANIE TIMBRELL  |  WEDNESDAY, 22 FEB 2012
The ALP leadership stoush is detracting from the government's responsibility and will likely cause further delays in gaining certainty around FOFA, said Kerry Chikarovski at an AFA event last night.

Bendigo Wealth opts for scaled advice ahead of FOFA

MELANIE TIMBRELL  |  TUESDAY, 21 FEB 2012
Bendigo Wealth has announced a scaled-advice capability to drive down the cost of financial advice in an effort to address key FOFA issues such as accessibility.

Conflict of interest still key issue: ASIC shadow shop

CLAIRE MCGREAL  |  TUESDAY, 21 FEB 2012
ASIC has revealed conflict of interest has again emerged as a problem for consumers in its latest shadow shop research on financial advice.

Shorten locks down accountant timeline

ELISE BURGESS  |  MONDAY, 20 FEB 2012
Financial Services Minister Bill Shorten has committed to a two week deadline for legislation surrounding the role of accountants in the advice industry, in addition to reaffirming his plans to raise contribution caps.

HUB24 increases FUM by half a billion dollars

CLAIRE MCGREAL  |  FRIDAY, 17 FEB 2012
Investment and super platform HUB24 has secured four new clients, bringing in over half a billion dollars in funds under management for the Investorfirst owned subsidiary.

Video SoAs on the cards

ELISE BURGESS  |  THURSDAY, 16 FEB 2012
Statements of Advice in video format is one of many new opportunities for advisers with the introduction of social media strategies to daily advice operations, discussed at the national SPAA conference yesterday.

New MLC unit focuses on accountants servicing SMSFs

MELANIE TIMBRELL  |  WEDNESDAY, 15 FEB 2012
MLC has established a new team to focus on establishing the right advice and licensing arrangements for accountants wishing to advise clients on SMSFs.

AXA FP advisers begin transition away from brand

ELISE BURGESS  |  TUESDAY, 14 FEB 2012
As the AXA brand continues its withdrawal from the Australian market, AXA Financial Planning practices are being offered branding options including the offer to transition to AXA licensee, Charter Financial Planning.