Financial Planning
Gender inequality still the elephant in the room
By Kerrie Sydee  |  In Financial Planning
12:12 pm
Fri, 21 October
Despite significant inroads made to reduce gender inequality in the financial advice industry there are still changes needed to evict the elephant in the room. Read more
Profitable firms leverage from within: Macquarie
By Kerrie Sydee  |  In Financial Planning
12:45 pm
Thu, 20 October
High performing financial services and accounting firms leverage existing capabilities and clients instead of looking outside their businesses for profit, according to new data from Macquarie. Read more
Sherrin kicks goal with merger
By Darren Snyder  |  In Financial Planning
12:52 pm
Wed, 19 October
Brisbane financial advice business Sherrin Partners has merged with another practice. Read more
Advisers must understand psychological differences
By Kerrie Sydee  |  In Financial Planning
12:43 pm
Wed, 19 October
Financial advisers must understand fundamental psychological differences between clients and the impact this has on financial decisions, new NAB research shows. Read more
Portfolio rebalancing highlights adviser value
By Kerrie Sydee  |  In Financial Planning
12:43 pm
Tue, 18 October
Portfolio rebalancing is crucial to portfolio risk management but it also demonstrates the value advisers provide to clients, according to IOOF head of product Chris Weldon. Read more
Scholarship supports new advisers
By Kerrie Sydee  |  In Financial Planning
12:38 pm
Tue, 18 October
A Melbourne university is partnering with a boutique financial planning firm to provide financial support to the next generation of financial advisers. Read more
InvestmentLink backs mobile advice start-up
By Alex Burke  |  In Financial Planning
12:32 pm
Tue, 18 October
InvestmentLink has made its first data grant to a mobile platform for financial advisers. Read more
Professional standards legislation reaches parliament
By Kerrie Sydee  |  In Financial Planning
10:53 am
Mon, 17 October
The federal government confirmed it will introduce legislation this year to mandate professional standards for financial advisers. Read more
Securitor names adviser of the year
By Kerrie Sydee  |  In Financial Planning
10:46 am
Mon, 17 October
Securitor celebrated its outstanding advisers and practices by revealing its national Adviser of the Year at a recent gala dinner. Read more
Advisers see fintech as tool not threat
By Kerrie Sydee  |  In Financial Planning
12:45 pm
Fri, 14 October
More financial advisers are embracing fintech as a tool to enhance services rather than seeing it as threat to their livelihood. Read more
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