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Financial Planning

Succession planning ensures quality customer service

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
Financial planning business owners must consider succession planning as another element of their customer service, according to Mentor Education.

Prime accounts called into question by auditor

ALEX BURKE  |  TUESDAY, 3 OCT 2017
Listed wealth and accounting firm Prime Financial Group's directors said they were "deeply disappointed" that the group's independent auditor was unable to provide an opinion of Prime's annual report due to insufficient audit evidence.

No longer doing it for the kids

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2017
Leaving an inheritance for children is no longer a priority for retirees although seeking out financial advice to help navigate retirement is of high importance.

Advisers flock to non-insto licensees

ALEX BURKE  |  SUNDAY, 1 OCT 2017
The total number of registered financial advisers increased by 10% in the 12 months to March 2017, and non-institutionally-aligned dealer groups captured more than 70% of this growth, according to Rainmaker research.

Regulatory costs unsustainable: FPA

KARREN VERGARA  |  THURSDAY, 28 SEP 2017
The Financial Planning Association of Australia believes increased red tape across the advice industry will not only reduce competition but see consumers bear the brunt of additional compliance costs.

Security top of mind for investors seeking advice

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
A sense of security and peace of mind is what Australian investors want most from their financial advisers.

Advisers can scale via workplace super clients

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2017
Financial advisers should not dismiss workplace superannuation as a new and potential revenue stream, a new IOOF white paper shows.

Trusted advice solves investor confusion: Research

EMMA RAPAPORT  |  WEDNESDAY, 27 SEP 2017
What Australian investors say and what they do appear to be two different things when it comes to investment strategy, according to latest research.

Physical health inspires financial health

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
Financial advisers looking to attract new business should look to the local golf course with research showing golfers are most likely to seek financial advice.

Nothing to fear from robo-advice: Magellan

DARREN SNYDER  |  MONDAY, 25 SEP 2017
Magellan Asset Management chief executive and chief investment officer Hamish Douglass believes financial advisers should not fear robo-advice in an era where artificial intelligence and big data can dominate discussion.