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Financial Planning

Fortnum creates professional advice framework

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
Traditional licensee models of measuring adviser performance on sales and revenue are outdated and won't survive the advice industry's transition to professionalism.

Robo-advice portfolios benefiting from quant factors

KARREN VERGARA  |  THURSDAY, 16 MAR 2017
Returns from thematic robo-advice portfolios can be boosted by using quantitative metrics that won't increase investors' risk, according to digital investment solutions company Quantifeed.

MW Lomax grows geographic footprint

JAMIE WILLIAMSON  |  TUESDAY, 14 MAR 2017
MW Lomax and its international partner Focus acquired a Brisbane-based advisory firm.

Estate agents to become RG146 certified

JAMIE WILLIAMSON  |  TUESDAY, 14 MAR 2017
Real estate agents who provide financial advice around property investment can now undertake a new training course as part of a wider strategy to professionalise the industry.

NAB pushes planning career path

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
NAB Financial Planning will support the future of Australia's financial planning industry through a new university scholarship program and a commitment to academic research funding.

SUPERCentral launches estate planning course

EMMA RAPAPORT  |  MONDAY, 13 MAR 2017
Wealth management services provider SUPERCentral is launching an estate planning course for financial advisers.

Ignition Wealth partners with pharmacy group

EMMA RAPAPORT  |  FRIDAY, 10 MAR 2017
Ignition Wealth will partner with Pharmacy Alliance to provide digital financial advice to its 650 members.

Super deadline driving adviser self-education

JAMIE WILLIAMSON  |  FRIDAY, 10 MAR 2017
The looming super reforms are driving significant increases in traffic to MLC's online technical resources as financial advisers ready themselves for 1 July.

How women get ahead in financial services: Executive

EMMA RAPAPORT  |  FRIDAY, 10 MAR 2017
Even before Siobhan hit the trading floor, she was training herself for a career with the boys.

Fight for workplace equality and diversity far from over

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2017
Those already in positions of power in the workplace have a responsibility to make room for women to step up.