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Financial Planning

Kaplan uses AI to stop adviser social media blunders

ALEX BURKE  |  THURSDAY, 23 FEB 2017
Kaplan Professional entered a partnership to develop a new tool to help advisers create compliant social media content by identifying "risky" language in real-time.

Advisers embrace new education regime

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2017
Financial advisers have wasted no time in readying themselves for the future following the passing of the professional standards legislation earlier this month.

Fox urges advisers to become professionals

EMMA RAPAPORT  |  TUESDAY, 21 FEB 2017
Professionalism, trust, and gaining public confidence were the key takeaway messages from AFA chief executive Brad Fox at this year's Genxt Connect Tour.

Vanguard chief says embrace robo-advice

JAMIE WILLIAMSON  |  FRIDAY, 17 FEB 2017
Financial advisers need to be less concerned with business growth and more concerned with doing well for their clients.

Dealer group announces promotion and partnership

DARREN SNYDER  |  THURSDAY, 16 FEB 2017
National dealer group Elders Financial Planning has promoted from within for a new role and announced a digital alliance to continually improve its adviser offering.

Ignition Wealth launches goals-based investing

EMMA RAPAPORT  |  WEDNESDAY, 15 FEB 2017
Ignition Wealth will launch a goals-based investment offering.

Advice licensees must think digital

DARREN SNYDER  |  THURSDAY, 9 FEB 2017
The need for financial advice licensees to increase digital and social media education was uncovered in the latest industry survey.

CBA to pay $23 million for poor advice

JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2017
The Commonwealth Bank will pay at least $23 million in compensation to customers found to have received inappropriate and costly financial advice.

Infocus scores exclusive referral to 450 offices nationwide

ALEX BURKE  |  MONDAY, 6 FEB 2017
Infocus Wealth Management planners will deliver financial advice to over 450 offices throughout Australia via an exclusive referral arrangement with a global accounting firm.

Financial advisers losing communication battle

EMMA RAPAPORT  |  MONDAY, 6 FEB 2017
Embattled financial advisers need to find better ways to communicate their value to clients if they are to remain relevant in an automated world.