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Financial Planning

Planning firms need succession rethink

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
Financial planning practices will need to look to other professions for successful licence and ownership arrangements if they wish to have control over the value of their practice.

Robo is the adviser's new best friend

KERRIE SYDEE  |  FRIDAY, 2 DEC 2016
Robo-advice has the ability to grow client bases and firm profitability if advisers are prepared to evolve and reflect a new generation of clients.

ANZ has little time for robo-advice

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
ANZ chief executive Shayne Elliott said the bank won't be embracing robo-advice any time soon.

Winston Capital expands west

KERRIE SYDEE  |  THURSDAY, 1 DEC 2016
Western Australia and South Australia are set to rival the eastern states when it comes to growth and innovation in the financial services industry, according to Winston Capital.

Advice experiences can help educate non-advised

KERRIE SYDEE  |  THURSDAY, 1 DEC 2016
As more than 80% of financial planning clients report high levels of trust and satisfaction with their financial advisers, the industry has an opportunity to share these experiences and help educate Australians.

The rise of the robo-adviser

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
Financial advisers must be encouraged by keen online investors seeking more robo-advice opportunities and new automated investment solutions.

Bridges partners for financial education

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
Bridges Financial Services has partnered with The Smith Family to help deliver a financial education program to disadvantaged high school students.

Stockbrokers Association opens doors to advisers

KERRIE SYDEE  |  TUESDAY, 29 NOV 2016
The Stockbrokers Association of Australia will change its name to the Stockbrokers and Financial Advisers Association (SAFA) in anticipation of the finalisation of the professional standards legislation.

CBA, Westpac put spotlight on financial exclusion

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
Commonwealth Bank and Westpac have launched their first Financial Inclusion Action Plans in a bid to help those experiencing financial exclusion.

FinaMetrica partners for risk profiling

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
FinaMetrica has partnered with Financial Express to deliver its risk tolerance score technology through FE's asset allocation tools.