IRESS appointed Count’s strategic software partner

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Following an extensive review of potential software solutions, Count Financial Limited (Count) has selected IRESS Market Technology Limited (IRESS) as its strategic software partner. IRESS’ wealth management platform XPLAN will

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AFA launches Female Adviser of the Year Award

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Kerry Chikarovski appointed Patron The Association of Financial Advisers (AFA) today announced a new award – the AFA Female Adviser of the Year (the Award) – designed to champion excellence

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Professionalism and Ethics in Financial Planning

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Financial planning advice is becoming increasingly relevant to the economic objectives of Australians. However, the evidence suggests there are numerous ethical risks related to the provision of that advice and

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Greetings from the AFA conference

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This is my first of what should be a brief but regular contribution to AdviserVoice, written from the point of view of a practicing self Licensed Adviser.  Naturally other ‘Gurus’

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Rally Call: AFA calls for adviser support ad campaign “Make A Plan”

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Multi-media campaign designed to win the hearts and minds of consumers The Association of Financial Advisers (AFA) has issued a rally call to members to support ‘Make a Plan’ –

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Andrew Shakespeare named AFA’s Rising Star

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Andrew Shakespeare of JSA Financial Planning Group (NSW) has been named this year’s Association of Financial Advisers (AFA) Rising Star. The AFA Rising Star of the Year Award (the Award),

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Emerging markets, emerging opportunities

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Lonsec recently completed its 2010 review of the Global Emerging Markets and Regional Equities sector following review meetings held in March and April. Duncan Knight, Senior Investment Analyst, recounts some

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Update – Australian unlisted direct property funds

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The Australian unlisted direct property market has not escaped the credit squeeze, impact of rising interest rates, corrections in the global property markets and sharemarket volatility. These adverse factors have

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AIOFP Announces Appointment of Two New Directors

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Association of Independently Owned Financial Planners (AIOFP) Chairman and Australian Financial Services Group Ltd (AFS Group) Managing Director and Group CEO Peter Daly has announced the appointment of Dr. Dennis

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Research Houses! All talk but very little value!

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Financial planners continue to question the relevance of research houses, yet we still see little evidence of change in the service offering from research houses to keep pace with the

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