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Financial Planning

Suitability: more than risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 23 AUG 2017
Financial advisers relying solely on psychometric risk tolerance assessments when determining suitable investments for clients must think again, according to risk profiling specialists Oxford Risk.

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
Financial adviser roles as we know them will cease to exist in coming years as the push towards financial lifestyle coaching rises.

Advice at any age will enhance retirement: Sunsuper

EMMA RAPAPORT  |  TUESDAY, 22 AUG 2017
More than half of Australian adults say they want to spend retirement travelling, yet two thirds don't have a plan for how they will live in retirement, according to Sunsuper.

Advice key to living the dream

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
Those that feel more fulfilled in life are more likely to have an ongoing relationship with a financial planner, according to new insights from the Financial Planning Association of Australia.

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 18 AUG 2017
In the lead up to the Best Practice Forum on Managed Accounts, Financial Standard is running a survey to help provide industry insight.

Fiducian flags advice acquisitions in report

ALEX BURKE  |  FRIDAY, 18 AUG 2017
As part of its growth strategy, Fiducian highlighted the likely acquisitions of multiple advice businesses over the next 12 months in its annual report.

MyState advice arm grows

JAMIE WILLIAMSON  |  FRIDAY, 18 AUG 2017
The performance of its wealth management division proved to be one of the highlights for MyState last financial year.

New ethical advice certification will drive consumer trust

JAMIE WILLIAMSON AND DARREN SNYDER  |  FRIDAY, 18 AUG 2017
A new certification for the provision of value-based, ethical financial advice is now available to individual advisers delivering advice free from conflict or incentive.

Investors short on tax-effective structures: Centuria Life

EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017
Changes to superannuation and news Bill Shorten has discretionary family trusts in his sights is making investors worried about their investment future.

Numbers and needs of female HNWs set to grow

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2017
Female entrepreneurs represent both a growing demographic in Australia and an attractive business opportunity for wealth managers capable of offering bespoke services.