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Financial Planning

AFA education to knock salesman tag

MICHAEL HOBBS  |  FRIDAY, 1 AUG 2008
The Association of Financial Advisers (AFA) finalised the first unit of the Fellow Chartered Financial Practitioner program, an education course it hopes will reduce criticism of the financial advice industry.

Count buys $6m stake in Mortgage Choice

RUTH LIEW  |  MONDAY, 28 JUL 2008
Financial advice firm Count Financial has palmed a $6 million slice of Mortgage Choice as it ups its stake in the mortgage advice space.

Hillross board siphons industry expertise

RUTH LIEW  |  MONDAY, 28 JUL 2008
Hillross has established a wealth management think tank to mitigate risk, create wealth protection strategies and fine tune the firm's operations in the investment space.

Tax free pension not without trade-offs

MICHAEL HOBBS  |  FRIDAY, 25 JUL 2008
Retirees with tax free pension accounts risk missing out on certain super fund payments handed to their dependents, according to a financial planning expert.

BGI targets adviser iShare apathy

MICHAEL HOBBS  |  THURSDAY, 24 JUL 2008
Exchange traded funds (ETFs) juggernaut, Barclay's Global Investors (BGI) iShares is targeting financial planners in the second of this year to alert them on the benefits of using the funds.

AFA searches for Rising Star

MICHAEL HOBBS  |  WEDNESDAY, 23 JUL 2008
The race to become this year's Association of Financial Advisers (AFA) Rising Star award winner is on again, but planners must go above and beyond the normal day to day activity to win, according to last year's award winner, Chris Browne.

Planners must alter proposition: Murray

MICHAEL HOBBS  |  WEDNESDAY, 23 JUL 2008
Investor behavioural expert, Nick Murray, is urging financial planners to change their value proposition and focus on managing client behaviour, stating it could potentially boost their client's long term returns by seven per cent.

Genesys buys TIME Partners stake

MICHAEL HOBBS  |  TUESDAY, 22 JUL 2008
Genesys Wealth Advisers bought an equity stake in Maitland based financial planning practice, TIME Partners.

Planners miss sustainable mark: Fahy

MICHAEL HOBBS  |  MONDAY, 21 JUL 2008
Financial planners must embrace sustainability as a serious wealth management issue or risk losing existing clients, according to Financial Services Institute of Australasia (Finsia) chief executive, Martin Fahy.

FPA rejects tax bill changes

MICHAEL HOBBS  |  MONDAY, 21 JUL 2008
The Financial Planning Association (FPA) slammed proposed changes to the Tax Agent Services Bill, declaring it could increase the cost of delivering financial advice and hinder consumer access to financial planning services.