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Financial Planning

Commissions by another name

ALEX DUNNIN  |  WEDNESDAY, 28 APR 2010
Luke Hartsuyker, opposition spokesperson for superannuation and corporate law, has labelled fee-for-service advice fees no better than commissions and said they wouldn't fix conflicts of interest.

FPA and AFA back members to remain in industry

MICHAEL HOBBS  |  TUESDAY, 27 APR 2010
Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) do not expect many of their members to exit the industry as a result of the government's financial advice reforms.

Industry prepares for new advice era

MICHELLE BALTAZAR AND RUTH LIEW  |  TUESDAY, 27 APR 2010
The government's proposed reforms to change the way planners charge for advice will spur the industry's long-term growth, but at the cost of serious headaches and profits during the adjustment period.

Fortitude close to deal with dealer group

MICHAEL HOBBS  |  TUESDAY, 27 APR 2010
Sydney-based hedge fund Fortitude Capital is close to signing a deal with a financial planning dealer group to provide access to the fund manager's Absolute Return Trust.

The upside of a downside fund

MICHELLE BALTAZAR  |  THURSDAY, 22 APR 2010
Boutique fund manager Instreet has developed a new product that helps financial planners and their investors protect their Australian equity portfolios from market swings - without having to switch their equities allocation to cash.

Securitor awards top practices and advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 21 APR 2010
Westpac-owned dealer group Securitor caps its annual conference this month with the handing of awards to their best practices and financial advisers in 2009.

Hockey calls for FSR review

MICHAEL HOBBS  |  WEDNESDAY, 21 APR 2010
Joe Hockey, shadow treasurer, vows to review the Financial Services Reform (FSR) should the Coalition win the next election.

CFS appoints Core Equity Services for brokerage

PRESS RELEASE  |  WEDNESDAY, 21 APR 2010
Colonial First State Custom Solutions has appointed Commonwealth Bank-owned Core Equity Services as its default broker for the FirstWrap platform.

UK advisers allocate to cautious investments

PRESS RELEASE  |  MONDAY, 19 APR 2010
Nearly a third of net sales on one of the UK's biggest investment platforms have gone to cautious managed investments, according to new research.

Shadforth buys SA planning firm

COMPANY RELEASE  |  FRIDAY, 16 APR 2010
Shadforth Financial Group has bought South Australian-based financial planning practice, Walmsley Halligan & Co and its parent company, 'Walmsley Halligan'.