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Financial Planning

Opt in rules not up for debate

JOHN MCDULING  |  FRIDAY, 26 NOV 2010
The hung parliament is all that stands in the way of controversial "opt in" requirements being adopted, if comments from a senior Treasury department official are anything to go by.

FPA launches new strategy, brand

JOHN MCDULING  |  THURSDAY, 25 NOV 2010
The Financial Planning Association has unveiled a new strategy and brand at the FPA National Conference on the Gold Coast this morning as part of a broader effort to restore consumer trust post-GFC.

Advice costs 'halved' with new system

MEDIA RELEASE  |  WEDNESDAY, 24 NOV 2010
Infocus Money Management will launch its new in-house client management system to close the gap between what Australians are willing to pay for advice and what it costs to provide.

PIH planners vote yes to merger, future uncertain

RUTH LIEW  |  TUESDAY, 23 NOV 2010
Professional Investment Holdings is a step closer to merging with Centrepoint Alliance after the majority of PIH planners agreed to the deal - but there's a big question mark on how many of them will stay at the new firm.

Tasmanian former adviser charged for no AFSL

MEDIA RELEASE  |  TUESDAY, 23 NOV 2010
John Vafiadis, previously of Hobart, has been charged for running an advice business without an Australian Financial Services license.

Centric Wealth gears up for acquisitions

RUTH LIEW  |  FRIDAY, 19 NOV 2010
Dealer group Centric Wealth's acquisition pipeline has more than quadrupled in the last five months, with more planners keen to join the group, thanks to big league M&As bubbling in the market.

AWM advisers join AFA

MEDIA RELEASE  |  FRIDAY, 19 NOV 2010
More than 300 Australian Wealth Management financials advisers have signed up to the Association of Financial Advisers - bringing the industry association's membership to approximately 7,000 advisers.

AdviserNETgain rolls out bulk reviews

MEDIA RELEASE  |  WEDNESDAY, 17 NOV 2010
Advisers using BT's AdviserNETgain can now produce an unlimited number of review advice documents in one process after upgrades to the online planning solution.

BT Wrap releases plain English investor guide

ELISE BURGESS  |  TUESDAY, 16 NOV 2010
BT Wrap joins the campaign to make product disclosure statements much easier to understand through its new Investor Guide.

Strong dollar fuels shift to unhedged intl equities

ELISE BURGESS  |  FRIDAY, 12 NOV 2010
Some financial advisers are responding to client demand for their international share investments to be unhedged.