Financial Planning
Future of advice to be shaped by the customer
By Kerrie Sydee  |  In Financial Planning
11:30 am
Fri, 30 September
The future of financial advice and happy medium between digital and face to face advice will be determined by the customer, according to general manager of advice partnerships at National Australia Bank, Ross Barnwell. Read more
Universities must prepare for adviser reforms: FPA
By Kerrie Sydee  |  In Financial Planning
12:24 pm
Thu, 29 September
The Financial Planning Association of Australia is calling on universities and other education providers to develop new programs ahead of the looming professional standards deadline. Read more
NAB pays $6.5m to resolve advice complaints
By Kerrie Sydee  |  In Financial Planning
12:37 pm
Wed, 28 September
National Australia Bank revealed it has paid a total of $6.5 million to 251 customers since February 2015 after settling their claims for compensation. Read more
Clock ticks for institutional advice licensees
By Darren Snyder  |  In Financial Planning
12:36 pm
Wed, 28 September
A dealer group executive believes the clock is ticking for advisers at institutional licensees as another bank-owned advice service announced it was exiting the industry this week. Read more
Well-known advice firms merge
By Darren Snyder  |  In Financial Planning
12:21 pm
Wed, 28 September
Two of Australia's eminent financial advice businesses are expected to merge by the end of November. Read more
AFA Rising Star finalists announced
By Kerrie Sydee  |  In Financial Planning
12:02 pm
Tue, 27 September
The Association of Financial Advisers (AFA) and ANZ Wealth have announced the finalists for the 2016 AFA Rising Star of the Year Award ahead of the upcoming AFA National Conference in Canberra. Read more
Alternatives fund takes stake in Ignition Wealth
By Alex Burke  |  In Financial Planning
12:00 pm
Tue, 27 September
Ignition Wealth has received a "significant" investment from an ASX-listed alternatives fund. Read more
YBR selling off accounting business
By Alex Burke  |  In Financial Planning
11:50 am
Mon, 26 September
Yellow Brick Road has entered into an agreement to sell its accounting business and legal practice. Read more
Westpac alters incentive structure
By Kerrie Sydee  |  In Financial Planning
12:04 pm
Fri, 23 September
Westpac chief executive Brian Hartzer has announced changes to employee incentives, including the removal of all product related incentives. Read more
Survey reveals little faith in bank advice
By Mark Smith  |  In Financial Planning
12:00 pm
Thu, 22 September
Only one in five Australian consumers have faith that traditional retail banks will give them unbiased advice and put their interests first. Read more
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