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Financial Planning

Advice is the business to be in: Salt

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
Demographics Group managing director Bernard Salt told delegates at the 2018 AFA National Adviser Conference that financial advice is the business to be in after Australia's sustained period of economic growth.

AFA Foundation celebrates record year

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
The AFA Foundation raised a record amount in FY18, bringing in more than $300,000 for its partner charities.

Former AFA president recognised

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
A former national president of the Association of Financial Advisers has been awarded the 2018 Michael Murphy Award.

AFA names 2018 Rising Star

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
A Wealth Enhancers financial adviser was named the 2018 Rising Star of the Year award at this year's Association of Financial Advisers National Adviser Conference.

Perception is everything: Kewin

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
Financial advisers must proactively work to change the public perception of financial advice to ensure the industry's sustainability.

Random questions forge deep connections

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
First time delegates to the Association of Financial Advisers' National Adviser Conference learned it only takes a few questions to create deeper connections with clients.

CFA Institute asks FASEA to recognise charterholders

KANIKA SOOD  |  WEDNESDAY, 10 OCT 2018
The association representing CFAs is asking its charterholders be allowed to qualify as financial advisers, as FASEA overhauls the educational standards in the advice industry.

Banks vow to end grandfathered commissions

KANIKA SOOD  |  WEDNESDAY, 10 OCT 2018
The banking industry wants to dismantle the legislative framework that allows financial advisers to receive grandfathered commissions and end fees for no service across the industry, ABA chief Anna Bligh said in Sydney this morning.

ASIC bans Spectrum Wealth adviser

KARREN VERGARA  |  WEDNESDAY, 10 OCT 2018
The corporate regulator has banned a Spectrum Wealth adviser from providing financial services for three years.

Scale integral to adviser success

JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
The successful financial advice businesses of the future will be those that have gained effective scale.