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Financial Planning

AFA Adviser, Practice of the Year winners named

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Charlie Fraser of Shadforth Financial Group is the 2017 Association of Financial Advisers' Adviser of the Year.

Long-standing AFA member and mentor honoured

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
An international hockey commentator has been honoured with this year's Michael Murphy Award at the Association of Financial Advisers' National Adviser Conference.

AFA and Map My Plan join forces

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
The AFA has partnered with a robo-adviser to assist financial advisers reach clients they previously couldn't as well as demonstrate the benefits of robo-advice.

Focusing on the bad to make it better

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
Financial advisers must shift their thinking on the least enjoyable aspects of what they do and instead consider their capacity for innovation.

Taking advice to the streets

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
Positioning Australians as the architect of their own financial advice journey might just be the ticket to getting more people engaged with the industry and achieving financial goals.

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
Less than three months remain until the Life Insurance Framework becomes commonplace for advisers and experts say there's still time to review or reconsider advice pricing options.

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
A leader among financial advisers has been rewarded for his energy and commitment to ongoing adviser education at time when it's top of mind in the industry.

Mastering education skillsets will be long-term: Research

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
Findings from the Association of Financial Advisers' latest white paper may have significant implications on the incoming adviser education standards.

Technology will shape financial services

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
Financial advisers must challenge themselves to see where technology can add value to their business models if they wish to remain relevant in the coming years.

Values-based approach will advance advice

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
A former presidential aide to Nelson Mandela said financial advisers should adapt to and advance change with a values-based approach instead of trying to be the next popular item.