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Financial Planning

Key demographic trends open new doors for advice

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
The wealth management industry could easily double in size if it caters correctly for various groups of people who need advice and have, so far, been overlooked.

Kathy Havers from Catalyst wins Future2 award second-year running

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
A financial planner from Melbourne has taken out the Financial Planning Association of Australia's 2016 Future2 community service award for the second time.

FPA and AFA merger unlikely: De Gori

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
A merger between the FPA and the AFA certainly has its merits, but could incur greater division within the financial advice landscape.

Make advice go viral

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
Financial planning practices should be more engaged with social media in order to spread the benefits of financial advice and build consumer trust.

FPA philanthropic arm donates $147k

MICHELLE BALTAZAR  |  FRIDAY, 25 NOV 2016
Future2 has given over $147,000 in grants this year to community not-for-profit organisations with programs designed to help young Australians.

Future of advice is bionic, not robo

KERRIE SYDEE  |  THURSDAY, 24 NOV 2016
The future of financial advice will not be dominated by robo advisers but instead will be bionic, empowered by continual improvements to technology.

How to put the sizzle back into finance: Grad Mentor

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
Practice principals need to realise that finance is no longer the 'sexy' career prospect it used to be so more needs to be done to attract, develop and retain new recruits.

FPA recognises industry excellence

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
The Financial Planning Association of Australia (FPA) has presented the 2016 FPA Awards at the FPA Professionals Congress in Perth.

Education alliances to drive growth: FPA

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
The growth of the financial planning industry hinges on a stronger pipeline of young talent joining the ranks - and that requires forging a relationship with them while they are still in school, said FPA chief executive Dante de Gori.

CFS introduces same day RoA functionality

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
Colonial First State has introduced a new same day Record of Advice (RoA) generation functionality to FirstNet Adviser, allowing advisers to generate an RoA in as little as 30 minutes.