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Financial Planning

Uncertainty and consolidation just the beginning: AFA

ELISE BURGESS  |  MONDAY, 12 SEP 2011
The sale of independent dealer group, Count Financial, is just the beginning of the impact of the FOFA reforms as planning groups compete for market share, said the Association of Financial Advisers.

Planning industry unified on commissions: AMP

ELISE BURGESS  |  FRIDAY, 9 SEP 2011
The Australian planning industry is more unified on the issue of commissions than sister global markets such as Canada and United States, although there are lessons to be learned, according to AMP head.

Fortnum launches UMA to protect SMSF retirees

MATT WOODINGTON  |  THURSDAY, 8 SEP 2011
Fortnum Financial Advisers has launched a new unified managed account providing protection for self managed super funds in the pension draw down phase.

Advisers ignoring estate planning gold mine

ELISE BURGESS  |  THURSDAY, 8 SEP 2011
AMP and independent financial planners were warned to stop ignoring the wealth of referral and business expansion opportunities estate planning presents to the industry and instead embrace this market, in an industry address this morning.

BT Future2 Wheel Classic hits the road

RACHEL DAVIS  |  TUESDAY, 6 SEP 2011
A 1250 km marathon cycle ride from Bourke to Sydney - set to raise $100,000 from the financial planning profession to support disadvantaged young Australians - sets out from Bourke tomorrow and ends in Martin Place on Friday 16 September.

FOFA levels playing field: ANZ Wealth

ELISE BURGESS  |  MONDAY, 5 SEP 2011
The FOFA best interest duty proposals will level the playing field with advisers free to compete with super funds for intrafund advice clients, according to Paul Barrett, general manager advice and distribution, ANZ Wealth.

REITS, cash, equities the safe bet

ELISE BURGESS  |  FRIDAY, 2 SEP 2011
Australian REITS, cash products and equities have all been picked as the safest investment choices for advisers at the Midwinter Adviser Roadshow in Sydney this morning.

ANZ Wealth: phone-based advisers to help with opt-in

ELISE BURGESS  |  THURSDAY, 1 SEP 2011
ANZ Wealth is rolling out phone-based advisers who will contact clients on behalf of advisers to assist in opt-in requirements and scalable advice pressures, with plans to raise planner numbers significantly.

Mercer plans for post FOFA advice dominance

ELISE BURGESS  |  THURSDAY, 1 SEP 2011
Mercer, a global industry all-rounder in research, consulting and investment funds, has its sights firmly set on the Australian financial advice industry, with plans to become a dominant player within the next decade.

FPA ad campaign sneak preview released to members

ALISON BEVEGE  |  THURSDAY, 1 SEP 2011
Members of the Financial Planners Association will today have access to the yet-to-be-released TV advertising campaign so they can see it before it goes live on September 18.