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Financial Planning

Ban Dollarmites: Spot poll

KARREN VERGARA  |  MONDAY, 15 OCT 2018
Banks should be banned from pedalling financial products in schools, Financial Standard's latest spot poll shows.

Advisers gain FASEA credits for existing qualifications

HARRISON WORLEY  |  SUNDAY, 14 OCT 2018
In his maiden speech to the financial advice industry, Assistant Treasurer Stuart Robert has revealed some advisers will receive up to four credit units of recognised prior learning under FASEA's new education requirements.

Adviser, Practice of the Year named

JAMIE WILLIAMSON  |  SATURDAY, 13 OCT 2018
The AFA Adviser and Practice of the Year have been announced at a gala dinner on the Gold Coast.

Advisers: Keep your clients off A Current Affair

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
Sunsuper chief economist Brian Parker told delegates at the AFA National Adviser Conference their role is to ensure their clients don't end up a case study for A Current Affair.

Reforms impact adviser mental health

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
Financial advisers must band together to support their peers who are struggling to cope with the immense change occurring in the industry.

FPA appoints new chair, director

KANIKA SOOD  |  FRIDAY, 12 OCT 2018
The Financial Planning Association has chosen a board member to chair its board.

Advice is valuable but advocacy issues abound

HARRISON WORLEY  |  FRIDAY, 12 OCT 2018
Australians need to experience financial advice first-hand to truly understand its financial, emotional and behavioural benefits. However, there are many issues hindering take-up.

AFA shines spotlight on member service

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
The Association of Financial Advisers recognised a number of its members for their exceptional service to the association, including across new categories.

Female excellence in advice title awarded

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
A West Australian financial adviser was awarded the Association of Financial Advisers/TAL Female Excellence in Advice Award for 2018.

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Social-savvy financial advisers share their winning strategies at the AFA conference.