Financial Planning
Super clarity presents adviser opportunity
By Kerrie Sydee  |  In Financial Planning
12:50 pm
Fri, 9 December
Following long awaited legislation changes to superannuation, the system still remains fundamentally attractive, consultant Rice Warner says. Read more
Out-dated websites flag regulatory risk
By Kerrie Sydee  |  In Financial Planning
1:06 pm
Mon, 5 December
Financial planning practices must not ignore the regulatory risk of an outdated website and the implications it could have on their firm, according to YTML co-founder and chief executive Kevin Liao. Read more
Pengana boosts adviser distribution footprint
By Alex Burke  |  In Financial Planning
12:46 pm
Mon, 5 December
Throughout 2016, Pengana Capital built out a nine-person business development and client service team targeting the financial adviser market. Read more
CBA partners for agribusiness pilot
By Kerrie Sydee  |  In Financial Planning
12:41 pm
Mon, 5 December
The Commonwealth Bank of Australia has partnered with a specialist software company in the hopes of driving adviser innovation and better collaboration in agribusiness. Read more
Planning firms need succession rethink
By Kerrie Sydee  |  In Financial Planning
12:34 pm
Mon, 5 December
Financial planning practices will need to look to other professions for successful licence and ownership arrangements if they wish to have control over the value of their practice. Read more
Robo is the adviser's new best friend
By Kerrie Sydee  |  In Financial Planning
12:10 pm
Fri, 2 December
Robo-advice has the ability to grow client bases and firm profitability if advisers are prepared to evolve and reflect a new generation of clients. Read more
ANZ has little time for robo-advice
By Jamie Williamson  |  In Financial Planning
12:54 pm
Thu, 1 December
ANZ chief executive Shayne Elliott said the bank won't be embracing robo-advice any time soon. Read more
Winston Capital expands west
By Kerrie Sydee  |  In Financial Planning
12:41 pm
Thu, 1 December
Western Australia and South Australia are set to rival the eastern states when it comes to growth and innovation in the financial services industry, according to Winston Capital. Read more
Advice experiences can help educate non-advised
By Kerrie Sydee  |  In Financial Planning
12:36 pm
Thu, 1 December
As more than 80% of financial planning clients report high levels of trust and satisfaction with their financial advisers, the industry has an opportunity to share these experiences and help educate Australians. Read more
The rise of the robo-adviser
By Darren Snyder  |  In Financial Planning
12:58 pm
Wed, 30 November
Financial advisers must be encouraged by keen online investors seeking more robo-advice opportunities and new automated investment solutions. Read more
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