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Financial Planning

2017 AFA Rising Star crowned

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
The 2017 Rising Star of the Year Award was presented at the opening of this year's Association of Financial Advisers National Adviser Conference on the Gold Coast on Wednesday.

Soft skills the new pages in adviser playbook

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
AFA chief executive Phil Kewin said the 2017 National Adviser Conference is deliberately focused on the soft skills financial advisers need in their tool kits as Australians become more dependent on advice for financial wellness.

Advisers underrated at claim time

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
Financial advisers must recognise they are the key conduit between clients and life insurers; otherwise the experience at claim time could be unfavourable to all parties.

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
The proliferation of financial stress across the Australian population is at its height and yet so many impediments to gaining quality financial advice remain.

Advice improves lifestyle outcomes: Research

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
One of Australia's largest superannuation funds said more than three-quarters of advised Australians feel they are prepared for retirement.

Kokoda revisited: The AFA journey

DARREN SNYDER  |  TUESDAY, 10 OCT 2017
The AFA 2017 National Adviser Conference will hear the stories of 11 AFA members who raised more than $40,000 in completing the Kokoda Trail and increasing awareness of veteran suicide and PTSD.

The 50 names you need to follow

DARREN SNYDER  |  TUESDAY, 10 OCT 2017
Here they are - the 54 names you need to follow at the AFA 2017 National Adviser Conference.

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
Check out this blog to get an hourly update on the latest announcements, session highlights and social media commentary live at the AFA National Adviser Conference.

Increased scrutiny driving regtech need

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
Kaplan Professional is urging financial advisers and their licensees to embrace regtech solutions in the face of ASIC's recent crackdown on non-compliance.

Research house and advice group partner

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
A new partnership will now see one of Australia's largest non-institutionally owned financial advice groups receive investment research and consulting services from Lonsec Research.