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Financial Planning

Google serving to restore trust in advice

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2017
In a move that will make it easier for consumers to choose a financial adviser, Google star ratings will now appear in search result listings alongside individual advisers' names.

Aussies attempt CFA in record numbers

JAMIE WILLIAMSON  |  MONDAY, 30 JAN 2017
A heightened focus on professional advice standards in the lead up to new legislative requirements has seen a 40% increase in the number of Australians attempting to become CFA certified.

Adviser appeals ASIC ban

EMMA RAPAPORT, JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2017
A financial adviser who is under investigation by the FPA Conduct Review Commission has been banned by ASIC from providing financial services for five years.

Expensive property market creating super opportunity

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2017
Millennials priced out of the Australian housing market should consider directing savings towards superannuation in order to generate similar returns to that of home ownership.

Wealth firm releases planning app Nettshell

EMMA RAPAPORT  |  MONDAY, 23 JAN 2017
Brisbane-based wealth management company Collins Mann Financial Management released an app which they say will keep financial planners honest.

CPA creates planner education solution

EMMA RAPAPORT  |  FRIDAY, 20 JAN 2017
Participants who complete four new financial planning subjects under a program from Certified Practicing Accountants Australia will have the knowledge requirements to attain RG 146.

Fintechs unite for risk tool

JAMIE WILLIAMSON  |  THURSDAY, 19 JAN 2017
Two fintech firms have partnered to provide financial advisers with a life insurance software solution.

Robo critical to retirement

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JAN 2017
An online advice provider for retirees is attempting to secure funding in order to partner with major financial services institutions.

Swell in advisers seeking higher education

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2017
As the buzz around professional standards continues into 2017, financial advisers are increasingly cognisant of higher education being conducive to future success.

CBA defends 'incorrect' personal advice claims

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2017
The Commonwealth Bank has responded to reports by Fairfax claiming a CBA bank teller had provided personal advice to a now-deceased customer.