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Financial Planning

Advice from abroad

STAFF WRITER  |  WEDNESDAY, 4 JAN 2017
FS Advice spoke with Atlas Wealth Management managing director Brett Evans, an adviser who thrives on providing advice to expats all over the world.

Innovate to beat innovation

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JAN 2017
As technological change rapidly accelerates, asset managers are being warned to adapt before they get left behind.

Defining DB for advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JAN 2017
Defined benefits are an increasingly hot topic for financial advisers, with clarification around non-account based pensions leading queries to the BT Advice Technical team.

Westpac provides head start to wealth management

JAMIE WILLIAMSON  |  TUESDAY, 3 JAN 2017
Two-thirds of Australian parents worry about how financially astute their children will be by the time they graduate high school and Westpac is offering a $200 head start.

Self-doubting Aussies falling short

JAMIE WILLIAMSON  |  TUESDAY, 3 JAN 2017
Just one in four Australians has a financial plan, indicating a lack of confidence in dealing with money and investments.

Medium risk for terrorism funding in financial advice

ALEX BURKE  |  THURSDAY, 22 DEC 2016
A Federal Government agency says there is a medium level of risk for money laundering and terrorism financing in the Australian financial planning industry.

Elders and AFA partner on education

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
Two financial advisers received scholarships from Elders Financial Planning as part of its ongoing commitment to further education.

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
Financial Planning faced all sorts of challenges including new laws on commissions and constant speculation about bank sell offs. Financial Standard reveals the most read planning stories for 2016.

Queensland bank sells planning business

DARREN SNYDER  |  MONDAY, 19 DEC 2016
If the final fortnight of 2016 is any indication, banks will be the target of financial planning mergers and acquisitions well in to the New Year.

Centrepoint driving adviser efficiencies

DARREN SNYDER  |  FRIDAY, 16 DEC 2016
Centrepoint will launch a range of back office solutions to its advisers in the New Year.