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Financial Planning

Centrepoint streamlines adviser transitioning

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2017
Advisers wanting to join Centrepoint Alliance can now do so via an online application, speeding up the process for those looking to transition between dealer groups.

Advisers maintain trustworthy reputation: Survey

KARREN VERGARA  |  THURSDAY, 8 JUN 2017
The financial planning profession has maintained its reputation for being ethical and honest over the last five years, Roy Morgan research shows.

Advisers must prepare for the next generation of clients

EMMA RAPAPORT  |  WEDNESDAY, 7 JUN 2017
Financial advisers who take the initiative to understand new financial products favoured by millennials will be the first in line to secure the next generation of clients, according to former XY adviser and author Clayton Daniel.

BTFG working to improve culture, ethics

JAMIE WILLIAMSON  |  WEDNESDAY, 7 JUN 2017
Five hundred BT Financial Group staff, including advisers and senior leaders, are being put through an ethics course aimed at formalising ethical awareness.

Value of advice still unclear: IOOF

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
Australians are still dissuaded by the cost of seeking financial advice, despite those that receive financial advice being 21% more likely to have greater piece of mind.

Education key in combatting elder financial abuse

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
Financial advice practices will be able to equip staff with greater knowledge and understanding around identifying and preventing elder financial abuse through a selection of new education and training materials.

Advisers look to increase fees: Spot poll

DARREN SNYDER  |  MONDAY, 5 JUN 2017
Forty-five per cent of financial advisers are considering increasing client fees in the next financial year according to the latest Financial Standard weekly readership survey.

Link Group acquires robo-advice business

ALEX BURKE  |  MONDAY, 5 JUN 2017
Link Group is entering the digital advice sector with the acquisition of a company previously owned by Lonsec.

Last chance to have your say: Financial Standard weekly spot poll

DARREN SNYDER  |  FRIDAY, 2 JUN 2017
How can a financial adviser build a sustainable business? Financial Standard asks readers how they are looking to adjust their fee levels in the next financial year. This is the last chance to participate in this weekly spot poll.

Stamp duty axing treated with caution

EMMA RAPAPORT  |  FRIDAY, 2 JUN 2017
The NSW Government decision to abolish all stamp duty for first homebuyers on existing and new homes up to $650,000, and stamp duty discounts up to $800,000, is being met with caution from a financial adviser.