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Financial Planning

Elders gives back to advice community

JAMIE WILLIAMSON  |  THURSDAY, 1 JUN 2017
Elders Financial Planning will host a series of roadshow events to share its expertise with the wider financial planning industry.

FPA to quell adviser fears around education

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2017
The new education standards for financial advisers will be the talking point of the Financial Planning Association of Australia's National Roadshow, hitting Brisbane, Melbourne and Sydney this week.

Change of pace for Countplus

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2017
Countplus divested its shareholding in a NSW-based financial planning practice as part of a change in strategy aimed at investing in quality practices, not necessarily acquiring them.

Tech industry opens niche markets for advisers

MICHELLE BALTAZAR  |  TUESDAY, 30 MAY 2017
Financial advisers can expect to have more clients working in information and communication technologies after research found there could be 722,000 professionals in the industry by 2022.

Australians failing to act on increased retirement cost

JAMIE WILLIAMSON  |  TUESDAY, 30 MAY 2017
While the increased cost of essential items over the past decade has led to an increase in the amount required for a comfortable retirement, HSBC believes Australians are unlikely to do anything about ensuring they achieve it.

NAB adviser puts beneficiaries at risk

JAMIE WILLIAMSON  |  MONDAY, 29 MAY 2017
NAB Financial Planning is undertaking a review after one of its advisers failed to correctly witness the signing of client Beneficiary Nomination Forms on more than one occasion.

Robo-advice not a priority for 2017-18: Spot poll

DARREN SNYDER  |  MONDAY, 29 MAY 2017
Six in 10 financial services professionals say that robo-advice will not form part of their business in the next 12 months, according to the Financial Standard weekly readership survey.

Advice industry must not rest on laurels: Diamantidis

JAMIE WILLIAMSON  |  FRIDAY, 26 MAY 2017
The financial advice industry has resigned itself to underperforming and allowed the public to relegate financial matters.

AMP continues goals-based advice focus

DARREN SNYDER  |  THURSDAY, 25 MAY 2017
AMP chief executive Craig Meller has reaffirmed the company's application to goals-based advice as part of the wider strategy to operate a higher-growth, less capital-intensive wealth business.

Australia ranks fifth for financial literacy

ALEX DUNNIN  |  THURSDAY, 25 MAY 2017
Australia's school education performance against global benchmarks in mathematics, reading and science may be falling but their financial literacy performance is strongly above average, ranking fifth from 15 countries.