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Financial Planning

Gillard Govt to tighten reverse mortgages rules

RUTH LIEW  |  MONDAY, 9 AUG 2010
Reverse mortgages holders will receive more protection during a property downturn if Labor continues to hold government after the election - but the industry's peak body said most of these proposed policies are already in place.

Scale a key issue in multi-management

RUTH LIEW  |  FRIDAY, 6 AUG 2010
More financial planners are taking funds management in-house, but a key fund manager predicts the multi-manager trend won't be a 'category killer' due to scale issues.

Complaints against planners fall

MICHAEL HOBBS  |  THURSDAY, 5 AUG 2010
The Financial Ombudsman Service (FOS) has received less complaints against investments and financial planners in the past year, new figures show.

Count chooses Outplan for paraplanning

COMPANY RELEASE  |  THURSDAY, 5 AUG 2010
Count Financial has selected Outplan as the sole provider of its paraplanning services to 900 advisers.

FPA and RIAA team up for planners

COMPANY RELEASE  |  WEDNESDAY, 4 AUG 2010
The Financial Planning Association of Australia pairs up with the Responsible Investment Association Australasia (RIAA) to promote responsible investment advice to its members.

Wealthtrac broadens share trading services

RUTH LIEW  |  TUESDAY, 3 AUG 2010
Platform provider Wealthtrac has launched a new share trading facility that allows advisers to choose from six panel brokers, including JB Were, Morgan Stanley and RBS Morgans.

Addwealth seeks women advisers

RUTH LIEW  |  FRIDAY, 30 JUL 2010
WA-based financial planning firm Addwealth is looking to hire women advisers in each state across Australia as the group's female client base grows.

Planners risk buying bad businesses

RUTH LIEW  |  WEDNESDAY, 28 JUL 2010
It's a seller's market for financial planners looking to put their firms on the auction block - but adviser groups that do buy risk failure as many do not focus enough on their acquisition's investment returns, according to AXA.

AFA unveils chartered fin practitioners

MEDIA RELEASE  |  MONDAY, 26 JUL 2010
The Association of Financial Advisers has named its first eight Fellows of Chartered Financial Practitioners (FChFP), an accreditation program that works like a 'mini-MBA' for advisers.

FPA calls for award nominees

PRESS RELEASE  |  FRIDAY, 23 JUL 2010
The Financial Planning Association (FPA) is calling for nominations to recognise its long standing best and brightest.