Investment focus at AFA National Conference – AFA partners with PortfolioConstruction Forum

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The Association of Financial Advisers (AFA) has partnered with PortfolioConstruction Forum to offer practitioner-focused investment content at the 2014 AFA National Adviser Conference to be held in Cairns, 12-14 October.

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FPA welcomes regulatory support of its ten point plan

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The Financial Planning Association of Australia (FPA) has welcomed ASIC’s backing of its 10-point plan, saying it hopes that government policy will follow suit and reflect support. Mark Rantall, FPA

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ASIC concerns prompt MyRate to change website

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MyRate Pty Ltd (MyRate) has made changes to its website and will contact affected customers following ASIC concerns that home loan interest rates advertised on the website were likely to

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Sydney adviser removed from financial services

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ASIC has accepted an enforceable undertaking (EU) from Sydney financial adviser Gabriel Nakhl which permanently prevents him from providing financial services. As part of the EU, Mr Nakhl has also

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CFP certification bodies gather in Sydney to develop strategy to lead the financial planning profession

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Financial Planning Association of Australia to host professional bodies from 24 territories representing 150,000 CFP professionals Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification

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FPA to host international leaders of the profession

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International leaders will address attendees at the Financial Planning Association’s (FPA) inaugural Professionals Congress (17-18 October) this year. Mark Rantall, CEO of the FPA, will be joined by a distinguished

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Industry regulators get behind Financial Planning Week

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Industry regulators ASIC and FOS have provided their support for the 13th annual Financial Planning Week running nationwide from 26th August to 1st September this year. The Financial Planning Association initiative is designed

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Professional Investment Services enters into monitoring program

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An independent expert will monitor for 9 months the way Professional Investment Services Pty Ltd (PIS) gives financial advice to ensure that its advice processes meet the standards set out

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ASIC releases follow-up term deposit report

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ASIC last week released a report that highlights improved industry practice and better outcomes for investors in relation to the automatic rollover of term deposits. The report reveals that consumer

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ASIC acts to improve consumer understanding of funeral insurance

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ASIC was concerned that in HFS’s advertising dealing with the price of the product:  there was insufficient information about premium increases some qualifications regarding price were inadequate This included, in

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